Our People

A strong team to deal with your financial load

Directors

Lee Cooper
Lee Cooper
Group CEO
Samantha Jackson
Samantha Jackson
Group Managing Director
Glyn Cooper
Glyn Cooper
Director
Kevin Parsons
Kevin Parsons
CAA Managing Director

Advisers

Paul Bruford
Paul Bruford
Mortgage Adviser
Jason Challis
Jason Challis
Senior Mortgage Adviser
Christopher Chedzoy
Christopher Chedzoy
Mortgage Adviser
Martyn Cole
Martyn Cole
Financial Consultant
Jack Cooper
Jack Cooper
Financial Consultant
James Cooper
James Cooper
Mortgage Adviser
Blake Ellis
Blake Ellis
Financial Consultant
Andy Escott
Andy Escott
Financial Consultant
Carl Gazzard
Carl Gazzard
Financial Consultant
Jon Govier
Jon Govier
Financial Consultant
Owen Irish
Owen Irish
Mortgage Adviser
Joanne Langford
Joanne Langford
Mortgage Adviser
Edward Mortimore
Edward Mortimore
Mortgage Adviser
Robert Phelps
Robert Phelps
Senior Mortgage Adviser
Bobby Phillips
Bobby Phillips
Financial Consultant
Lizz Reading
Lizz Reading
Mortgage Adviser
James Regan
James Regan
Mortgage Adviser
Peter Steward
Peter Steward
Financial Consultant
Ben Wellington
Ben Wellington
Financial Consultant
Jamie Wheeler
Jamie Wheeler
Mortgage Adviser
Steve Woodbridge
Steve Woodbridge
Senior Mortgage Adviser

Our Team

Chloe Campbell
Chloe Campbell
Accountants Assistant
Justin Clark
Justin Clark
Relationship Manager
Diana Cooper
Diana Cooper
Senior Manager
Siobhan Cooper
Siobhan Cooper
Administration Manager
Lisa Darbyshire
Lisa Darbyshire
Paraplanner
Michaela Edney
Michaela Edney
Senior Administrator
Megan Ellis
Megan Ellis
Administrator
Simon Farrar
Simon Farrar
Academy
Nick Feetenby
Nick Feetenby
Academy
Holly Hackling
Holly Hackling
Administrator
Katherine Hannaford
Katherine Hannaford
Administration Manager
John Harris
John Harris
Academy
Charlotte Hole
Charlotte Hole
Paraplanner
Thomas Jackson
Thomas Jackson
Adviser Development Manager
Ros Kirk
Ros Kirk
HR Manager
Bev Phelan
Bev Phelan
Paraplanner
Sarah Potter
Sarah Potter
Manager (Accountant)
Kate Steward
Kate Steward
Marketing Executive
Sammie Taylor
Sammie Taylor
Manager (Accountant)
Caroline Tilley
Caroline Tilley
Paraplanner
Kelly Wallburton
Kelly Wallburton
Senior Administrator
Lyndsay Wallburton
Lyndsay Wallburton
Administrator