Jones Cooper Wealth Management Limited

Financial Services • Leeds, England, United Kingdom • 1-10 Employees

Company overview

Headquarters	The Stables, Whinchat Hall, Escrick, York, North Yorkshire YO19 6EJ, GB
NAICS	52
SIC	628
Keywords	Investments, Pensions, Wealth Management, Asset Management, Inheritance Tax Planning, Financial Planning, Personal Tax Planning, Investment Strategies, Corporate Tax Planning
Founded	1993
Employees	1-10

Key Contact at Jones Cooper Wealth Management Limited

Steve Jones

Joint Owner & Director

Jones Cooper Wealth Management Limited Email Formats

Jones Cooper Wealth Management Limited uses 1 email format. The most common is {first name} (e.g., john@jc-wm.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@jc-wm.com	100%

About Jones Cooper Wealth Management Limited

We are an experienced, family-run, financial planning business based in York. Offering financial advice since 1993. No client is ever the same and we understand that everyone has different requirements, so we have built our business entirely around you. Our values in business are honesty, reliability and providing an excellent service. We have many loyal and satisfied clients and pride ourselves on providing them with an ongoing service year after year. We work in conjunction with your existing professional advisors to help you identify your objectives and achieve your financial goals. Our services include: Investment Planning Tax Planning Retirement Planning Inheritance Tax Planning Financial Planning Intergenerational Planning

Jones Cooper Wealth Management Limited revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Jones Cooper Wealth Management Limited has never raised funding before.

Frequently asked questions

Jones Cooper Wealth Management Limited is located in Leeds, England, GB.

Jones Cooper Wealth Management Limited was founded in 1993, making it 33 years old. The company has established itself as a significant player in its industry over this time.

Jones Cooper Wealth Management Limited has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Jones Cooper Wealth Management Limited

Steve Jones

Joint Owner & Director

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