About Radcliffe Cooper Ltd

Based in the Home Counties, Radcliffe Cooper is a boutique provider of comprehensive financial planning services for business owners, successful professionals, senior executives or those recently retired from such positions.

Our approach extends beyond traditional financial advice; we empower you to make life-changing decisions, establishing your lifetime goals and then creating a plan to organise your financial resources in order to achieve them.

Whatever stage in your life you are at, our range of services can be tailored to meet your needs. Below is a brief overview of the services we provide:

• Financial Planning to meet your lifestyle goals
• Managing and growing your investments
• Preserving your wealth for the next generation
• Protecting you and your family against the unexpected
• Planning for your retirement
• Helping you to structure your legacy

We are proud to offer a personalised service and are interested in building long-term, collaborative relationships with clients. Our commitment to always acting in your best interests will build trust and give you complete confidence that your affairs are in safe hands. We will meet with you every year to review your progress and ensure that you achieve your lifetime goals and objectives.

All our potential clients are offered a complementary telephone consultation to discuss their financial issues, where we’ll outline how we might be able to help you.

About Jim Cooper

I have over 23 years’ experience in the profession, during which I have developed a deep understanding of my clients’ needs and a focus on giving clear direction and jargon-free advice.

I have always found finance to be a fascinating subject as it is so essential to all of our lives. Yet it is a subject that is barely taught at school and we are brought up to rarely talk about it in any detail. Too many people have no real understanding of their money and what it can enable them to achieve in terms of their personal goals and objectives.

Successful financial planning is a result of a very clear understanding of a client’s real desires and wishes and this is only uncovered by spending time in discussion at the outset. Without sufficient emphasis on this area at the start, the temptation can be to jump to talking about possible product solutions far too quickly.

I derive massive job satisfaction from helping my clients understand their money and developing their own personal financial plan. It doesn’t always mean that clients can have everything they ever desired, but priorities are set and progress on the plan monitored. Clients report that by going through our process they benefit from peace of mind and that decision making becomes easier. This then allows them to live their daily lives free of financial worries and concerns.

I set up my own business in January 2007 trading as Cooper & Associates Wealth Management.  Having shown steady growth the business was incorporated as Radcliffe Cooper Ltd and completed a change of legal status with the regulator on 06th August 2014.  I am committed to ongoing professional development. I hold an internationally recognised qualification by being a CERTIFIED FINANCIAL PLANNERCM professional and am also a CFP Chartered Member of the Chartered Institute for Securities and Investment. The organisation has a strict Codes of Ethics and Conduct, enabling clients to receive fair treatment and the highest professional standards when dealing with the financial services industry.

I am married to Sarah and have two daughters; one at university and one at college. Outside of work I enjoy beekeeping, fly-fishing, home brewing and gardening.

CFPCM, CERTIFIED FINANCIAL PLANNERCM and CFP logo are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. The Chartered Institute for Securities and Investment is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.