About Us

Cooper Johnston Wealth Management was formed in 2002 by Peter Cooper and Ian Johnston to provide a professional, fee based, holistic financial planning and wealth management service to clients. We are passionate and enthusiastic about the benefits of financial planning and fully committed to helping our clients achieve their financial and personal objectives. We recognise that the most important aspect of our relationship with clients is trust and we pride ourselves on the long term relationships we build with clients.

Our clients come from all walks of life but share a common goal in valuing personalised independent financial planning and wealth management advice combined with a commitment to providing exceptional service.

We are pleased to offer both a Financial Planning service and a Wealth Management service.

Our Financial Planning service provides clients with a comprehensive financial plan and lifetime cashflow forecast demonstrating how our recommendations can achieve their objectives in a tax efficient way. In order to provide this advice we spend time with our clients to fully understand their current situation, attitudes, motivations and views along with their financial and personal objectives.

Our Wealth Management service provides clients with bespoke ongoing investment advice designed to maximise the investment returns and tax efficiency of an investment or pension strategy in line with their financial objectives and risk tolerance.

We find that the majority of our clients require both services as it is difficult to separate the need for financial planning from the need to invest successfully to achieve these financial planning objectives.