Client Manager (Paraplanner)
Client Manager (Paraplanner): Jones Cooper Wealth Management Limited is a well-established, boutique, family-run, successful wealth planning business, specialising in pensions and investments, based in Escrick on the outskirts of York. We service more than 140...
The Stables | Whinchat Hall | Skipwith Road | Escrick | York | YO19 6EJ
Jones Cooper Wealth Management Limited is authorised and regulated by the Financial Conduct Authority.
Jones Cooper Wealth Management Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 741929.
Registered in England and Wales under company number 02847294 with registered address as above.
Guidance and advice is subject to the UK regulatory regime and is, therefore, restricted to consumers based in the UK.
If you wish to register a complaint, please email or telephone: firstname.lastname@example.org or 01904 728965. A summary of our internal complaints handling procedures for the reasonable handling of complaints is available upon request and, if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.
The Financial Conduct Authority does not regulate taxation and trust advice. Not all Inheritance Tax Planning Solutions are regulated by the Financial Conduct Authority. The information contained on this website does not constitute advice or recommendation.
Please be aware that the value of investments can fall as well as rise and it is possible that investors may not get back the amount they invested.
For more information on how we handle your data, please read our Privacy Notice. This notice sets out how we will process your personal data in line with General Data Protection Regulations.