How we work

At Cooper Assurance LLP we pride ourselves on our ability to make the financial advice process both simple and rewarding. The following 5 step planning process will help provide you with an insight into how we work, offering a clear structured path to follow together with reliable financial advice.

5 step planning process

  • Contact

    The process begins with an obligation free initial meeting, where we discuss your current financial situation and identify what your financial objectives are.


    We will then gather details of your current circumstances and any existing financial arrangements which will enable us to create a detailed plan to meet your financial aims and objectives.


    We will present your Financial Plan to you, discussing and clearly explaining its content with you at every stage, giving you time to consider all the options.


    Once you are entirely happy with our recommendations,we will implement your plan for you.


    We will then assess and continue to monitor the performance of your Financial Plan to ensure that it evolves to meet any changes in your circumstances and/or the investment world.