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.

  • RESEARCH

    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.

  • PROPOSAL

    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.

  • ACTION

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

  • REVIEW

    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.