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
Kevin Parsons
Kevin Parsons
CAA Managing Director
Jack Cooper
Jack Cooper
CAWM Managing Director
Diana Cooper
Diana Cooper
Operations & Finance Director
Glyn Cooper
Glyn Cooper
Group Consultant
Charles Cook
Charles Cook
Non-Executive Director
Malcolm Derry
Malcolm Derry
Non-Executive Director

Advisers

Paul Bruford
Paul Bruford
Senior Mortgage Adviser
Steve Broad
Steve Broad
Senior Wealth Manager
Jason Challis
Jason Challis
Financial Consultant
Christopher Chedzoy
Christopher Chedzoy
Senior Mortgage Adviser
Justin Clark
Justin Clark
Mortgage Adviser
Martyn Cole
Martyn Cole
Senior Financial Consultant
Simon Dawes
Simon Dawes
Financial Consultant
Blake Ellis
Blake Ellis
Financial Consultant
Nick Feetenby
Nick Feetenby
Mortgage Adviser
Carl Gazzard
Carl Gazzard
Senior Financial Consultant
Ben Graddon
Ben Graddon
Mortgage Adviser
John Harris
John Harris
Mortgage Adviser
Ross Harrison
Ross Harrison
Mortgage Adviser
Owen Irish
Owen Irish
Senior Mortgage Adviser
Thomas Jackson
Thomas Jackson
Senior Mortgage Adviser
Joseph Kasai
Joseph Kasai
Mortgage Adviser
Gareth Lewis
Gareth Lewis
Financial Consultant
Kate Mays
Kate Mays
Mortgage Adviser
Oliver McGeown
Oliver McGeown
Mortgage Adviser
Christopher Nation
Christopher Nation
Mortgage Adviser
Robert Phelps
Robert Phelps
Senior Mortgage Adviser
Bobby Phillips
Bobby Phillips
Chartered Financial Planner
James Regan
James Regan
Mortgage Adviser
Jonathan Southgate
Jonathan Southgate
Mortgage Adviser
Oliver Teal
Oliver Teal
Mortgage Adviser
Oliver Tolman
Oliver Tolman
Mortgage Adviser
Kate Ward
Kate Ward
Financial Consultant
Ellis Watkins
Ellis Watkins
Mortgage Adviser
Jamie Wheeler
Jamie Wheeler
Senior Mortgage Adviser
Charl Willoughby
Charl Willoughby
Financial Consultant
Steve Woodbridge
Steve Woodbridge
Senior Mortgage Adviser
Jack Woodland
Jack Woodland
Mortgage Adviser

Our Team

Robyn Attewell
Robyn Attewell
Client Relationship Manager
Amanda Baker
Amanda Baker
Client Relationship Manager
Natalie Blackwell
Natalie Blackwell
Paraplanner
Kelly Bruford
Kelly Bruford
Accounts Assistant
Calvin Bull
Calvin Bull
Client Portfolio Manager
Jordan Cooper
Jordan Cooper
Accounts Assistant
Lisa Cooper
Lisa Cooper
Paraplanning Director
Siobhan Cooper
Siobhan Cooper
Senior Client Relationship Manager
Michaela Edney
Michaela Edney
Operations & Finance Assistant
Megan Ellis
Megan Ellis
Head of Client Relations
Helen Grendon
Helen Grendon
Client Relationship Manager
Lucy Hawkins
Lucy Hawkins
Receptionist
Tom Hayman
Tom Hayman
Client Relationship Manager
Terri Hodge
Terri Hodge
Client Relationship Manager
Charlotte Hole
Charlotte Hole
Paraplanner
Ruth Kerridge
Ruth Kerridge
Office Manager
Charles Knight
Charles Knight
Paraplanner
Jeremy Lock
Jeremy Lock
Head of Mortgage Development
Sophie Marlow
Sophie Marlow
Accounts Assistant
Kerry Nelson
Kerry Nelson
Head of Client Relations
Bev Phelan
Bev Phelan
Paraplanner
Sarah Potter
Sarah Potter
Client Portfolio Manager
Hollie Richards
Hollie Richards
Client Relationship Manager
Bethany Rodger
Bethany Rodger
Business Development Executive
Kirstie Russell
Kirstie Russell
Client Relationship Manager
Jayne Steward
Jayne Steward
Client Relationship Manager
Sammie Taylor
Sammie Taylor
Client Portfolio Manager
Caroline Tilley
Caroline Tilley
Paraplanner
Kelly Wallburton
Kelly Wallburton
Paraplanner
Carla Wells-Burr
Carla Wells-Burr
Client Relationship Manager
Evie Williams
Evie Williams
Client Relationship Manager
Neil Wyatt
Neil Wyatt
Head of Marketing