Feel Clear & Confident About Your

Business & Personal Finances.

I offer tailored financial insight & planning for small business owners and professionals. I help you grow your wealth and make smarter decisions.

How I can help

Your life is busy. You want to build wealth, reduce stress, and have a financial future that feels solid.

  • Plan out the next 12-24 months of your business finances so you can invest wisely.

  • Understand how to pay yourself tax-efficiently and plan dividends.

  • Align your business profits with your personal future.

  • We deep dive your numbers and give you practical next steps.

  • Keep moving forward on your goals, with us in your corner.

Why Cooper Financials?

We simplify complex finances into clear, practical advice tailored to your life and goals. Proactive and growth-focused, we also bring a global perspective with experience across the UK, Europe, and US.

Our Services

Clarity Launch 🌱

Perfect for getting a clear roadmap.

£1,500 one-off fee

  • A full financial review of your income, assets, pensions, tax and goals

  • Personalised written strategy & recommendations

  • 90-minute strategy call to go through everything in detail

  • Delivered within 4 weeks

Growth Partnership 🚀

Ideal for professionals & business owners who want hands-on, ongoing support.

£1,500 per year, paid monthly or quarterly

  • Everything in Clarity Launch, plus:

  • Monthly or quarterly check-ins to keep you on track

  • Ongoing tax planning, pension & savings reviews

  • Annual strategy session

  • Unlimited support on financial decisions throughout the year

Ad-hoc 🛠️

For specific needs or one-off projects.

£200 per hour or fixed price upon request

  • Cash flow projections for big life decisions

  • Pension & investment plan analysis

  • Cross-border tax planning or relocation support

  • Tailored advice for your unique circumstances

Let’s Talk

Book a Free Discovery Call

Use the link below to schedule a quick intro call. No pressure, no jargon- just a chat about your business needs and how we might help.

👉 Book a call

Prefer Email?

You can reach us directly at info@cooperfinancials.co.uk