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Our Services

As independent financial advisers, we offer a comprehensive financial planning and wealth management service to help our clients meet their lifetime objectives.

The ultimate aim is for our clients to have arranged their affairs so that they will be financially independent and able to afford not only their desired lifestyle pre- and post-retirement, but also have sufficient provision to maintain income in case of unexpected events.

This encompasses a holistic approach taking account of all their financial needs and inevitably involves advice in some or all of the following:

  • Savings and Investment
  • Retirement Planning
  • Tax Planning
  • Financial Protection
  • Cash & Debt management
  • Wills & Trusts

© 2018 Cooper Johnston Wealth Management. 43 East Parade, Harrogate, HG1 5LQ. Tel: 01423 537677