Cooper Associates Limited

• Principal Place of Business

  Cooper Associates Ltd

  39-44 St. James Street

  Taunton

  Somerset

  TA1 1JR

  UNITED KINGDOM

  Phone

  +4401823273880

  Web

  https://www.thecooperway.com

• Complaints Contact

  Cooper Associates Ltd

  40 St James Buildings

  St James Street

  Taunton

  Somerset

  TA1 1JR

  UNITED KINGDOM

  Phone

  +4401823273880

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Equity Release Arranging

  For Customer, Home reversion plans

• Arranges Investments

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 2 limitations Hide limitations

  • · This permission is limited to debt counselling which is provided in connection with consolidation of unsecured consumer credit debts into an unregulated mortgage.
  • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Robin Charles Trott

  IRN RXT00327

  • [FCA CF] Functions requiring qualifications (3 Jan 2023 to 17 Jan 2023)
• Robyn Diana Attewell

  IRN RXA00278

  • [FCA CF] Functions requiring qualifications (4 Jan 2022 to 14 Nov 2022)
• Ross William Harrison

  IRN RXH00389

  • [FCA CF] Functions requiring qualifications (15 Mar 2021 to 16 Nov 2022)
• Samantha Dawn Jackson

  IRN SDC01127

  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 7 Jan 2019)
  • Responsibility for MCD Intermediation (since 21 Mar 2016)
  • CF11 Money Laundering Reporting (7 Jan 2019 to 8 Dec 2019)
  • CF10 Compliance Oversight (7 Jan 2019 to 8 Dec 2019)
  • CF1 Director (7 Aug 2012 to 8 Dec 2019)
• Samuel Stuart Bate

  IRN SXB03914

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 11 Nov 2024)
• Stephen Michael Woodbridge

  IRN SXW00453

  • [FCA CF] Functions requiring qualifications (15 Mar 2021 to 4 Jan 2022)
• Terri Danielle Hodge

  IRN TXH00248

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 4 Jan 2022)
• Thomas Stephen Jackson

  IRN TXJ00087

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 15 Mar 2021)
• William Joseph Crane

  IRN WXC00142

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 31 Oct 2023)
• William Matthew Paul Weatherill

  IRN WXW00071

  • [FCA CF] Functions requiring qualifications (19 Dec 2022 to 18 Dec 2023)

No changes recorded yet.