Jones Cooper Wealth Management Limited

Jones Cooper Wealth Management Limited is a family-run financial planning and wealth management business based in Escrick near York, offering financial advice since 1993. The firm provides a service to help clients with their financial goals and lifestyle aspirations.
  • Tax Planning
  • Investment Planning
  • Retirement Planning
  • Inheritance Tax Planning
  • Comprehensive Financial Planning
Size
Small
Phone
01904 728965
Website
jc-wm.com
Email
Available in Endole App
Locations
The Stables, Whinchat Hall, Skipwith Road, Escrick, YO19 6EJ
01904728965
Digital Popularity
Social Media
Company Details
Jones Cooper Wealth Management Limited is operated by Jones Cooper Wealth Management Limited and is a Active company incorporated on 24 August 1993 with the registered office located in York, North Yorkshire. Jones Cooper Wealth Management Limited was registered 32 years ago.
Status
Active
Size
Micro
Directors
3
Age
32 years old
Employees
5
Turnover
Unreported
Total Assets
£887.06K
Cash in Bank
£12.25K
Total Liabilities
-£48.35K
John Patrick Holian
Director • British • Lives in UK • Born in Jun 1963
Mr Stephen Jones
Director • PSC • Chartered Accountant • English • Lives in England • Born in Jun 1956
Mrs Jillian Mary Jones
Director • PSC • English • Lives in England • Born in Aug 1962
More information on Jones Cooper Wealth Management Limited
Teams
All
2
Finance
1
Management
1
Steve Jones Fca Dippfs
Joint Owner & Director • Joined Oct 1993
Patrick Toes
Investment Manager • Joined Oct 2022
Patrick Toes
Investment Manager • Joined Oct 2022
Steve Jones Fca Dippfs
Joint Owner & Director • Joined Oct 1993