Our People

Lee Cooper

Chairman & Founder

After leaving Durham University, Lee was a Financial Planning Manager for HSBC. He then served as a Director of an independent financial advisory firm for six years before becoming Chief Executive of Cooper Associates Group in 2008. Lee moved to the role of Chairman in September 2021.

Lee’s interests are predominantly sporting ones, but specifically cricket. He’s married and has four children.

Samantha Jackson

CEO

As CEO Samantha is responsible for leading the development and implementation of the Group’s short and long term strategy.

Samantha joined the company in 2009 and has held a number of roles within the business, including most recently the position of Group Managing Director.

Having graduated from Cardiff University Samantha joined Cooper Associates in 2008 and was made a director in 2011. Prior to joining Cooper Associates, Samantha worked for a FTSE financial firm in London.

Thomas Jackson

CAM Managing Director

Thomas is the Managing Director of Cooper Associates Mortgages, responsible for the strategic direction and growth of this division.

Prior to his appointment as Managing Director, Thomas acted as a Senior Adviser for a number of years and was also responsible for Adviser Development within the firm.

Prior to joining Cooper Associates, Thomas worked for a FTSE-100 firm as a relationship manager.

Kevin Parsons

CAA Managing Director

Following an extensive career with leading accountancy firms Kevin joined Cooper Associates Accountants as its Managing Director. Having qualified as an accountant in 2000, Kevin offers accounts, tax and business advice to clients ranging from sole-traders to large corporates.

As an early adopter of cloud accounting and Xero, Kevin takes a proactive approach to his client’s requirements with the aim of delivering value adding advice underpinned by exceptional service.

Jack Cooper

Director

Jack joined Cooper Associates Group in 2011 from a Senior Management position in the Skipton Building Society.

As an experienced wealth management adviser, Jack is responsible for ensuring each of his clients receive an outstanding advice and service proposition.

Jack is a director of the business and sits on the board.

Diana Cooper

Operations & Finance Director

Diana joined Cooper Associates Group in 2008 from a senior role in a large financial services firm.

Diana provides strategic direction to the operations and finance divisions.

Neil Wyatt

Marketing Director

Neil is responsible for the marketing and business development strategy within Cooper Associates Group.

Neil has over twenty five years’ marketing experience in a number of industries including financial services, healthcare, manufacturing and charity sectors.

Away from work Neil enjoys spending time on the golf course and with his family.

Glyn Cooper

Group Consultant

Glyn brings over 30 years financial planning experience to the Cooper Associates team. Glyn acts on a consultancy basis for the firm.
Prior to Cooper Associates, Glyn spent many years advising clients within the Channel Islands.

Malcolm Derry

Non-Executive Director

Malcolm works closely with our Board, constructively challenging and helping to develop strategic decisions.

Malcolm has over 30 years’ experience in the manufacturing, service and charity sectors, including running the finance functions for both FTSE quoted companies and Private Equity backed entrepreneurial businesses.

Malcolm previously led the finance department at Taunton Cider plc and more recently was Group Finance Director at Booking Services International Ltd (BSI).

Paul Bruford

Senior Mortgage Adviser

Paul provides advice within all areas of mortgages as a Senior Mortgage Adviser and his meticulous approach to understanding his client’s objectives has helped him achieve senior adviser status.

In addition to advising a mixed portfolio of mortgage clients, Paul specialises in arranging tailored protection solutions.

Paul joined Cooper Associates Mortgages after spending 18 years with a FTSE 100 company.

In his spare time Paul enjoys spending time with his wife and children. He is also a keen amateur mountaineer and has successfully summitted the highest peaks in the Alps and the Andes.

Julie Callun

Mortgage Adviser

Julie works within Cooper Associates Mortgages as a mortgage adviser.

Previously, Julie worked for a private medical insurance company where she offered advice on products and supported intermediary partners.

In her spare time, Julie enjoys spending time with her young family, exploring local beaches, woods and National Trust gardens.  Julie loves to travel and has visited many places around the world with Thailand being a keen favourite.  With a keen interest in growing vegetables, you will also find Julie tending to her allotment plot.

Jason Challis

Financial Consultant

Jason joined Cooper Associates in 2009 and is an experienced financial consultant who specialises in providing investment and financial planning advice to his clients, helping them achieve their financial goals.

Jason started his career with Cheltenham & Gloucester where he acted as an intermediary manager for Somerset.

In his spare time Jason enjoys spending time with his family on holiday, skiing and attending music festivals. Jason also helps run a local veterans football team.

Christopher Chedzoy

Financial Consultant

Christopher’s areas of expertise include pensions, investments and inheritance tax planning. Christopher is passionate about client service and has a commitment to building long term, professional relationships with clients. Christopher prides himself on helping clients reach their future financial goals through regular reviews and careful planning, treating each client’s circumstances as unique.

In his spare time, Christopher can be found spending time with his friends and family or on the golf course.

Justin Clark

Senior Mortgage Adviser

With a background as a non-commissioned officer as a Royal Marines Commando, Justin applies military precision and total commitment to his role as a Senior Mortgage Adviser. Justin provides residential mortgage and protection advice, where he thrives on delivering an exceptional level of service to his clients.

Prior to joining Cooper Associates, Justin worked as a security consultant to clients who are in the top one per cent of global wealth. Since joining Cooper Associates, he has also held the position of Relationship Manager, focusing on building business partnerships and ensuring clients receive an exceptional level of service.

In his spare time, Justin can be found spending time with his wife and two children or trying to find a spare minute to get on the golf course.

James Cooper

Financial Consultant

James’s particular areas of expertise include pensions, investments and inheritance tax planning.

James is passionate about client service and has a commitment to building long term, professional relationships with clients. James prides himself on helping clients reach their future financial goals through regular reviews and careful planning, treating each client’s circumstances as unique.

James has an extensive financial services background, establishing his career with Santander immediately after education. James worked within various departments of Santander, gaining an understanding of varying different segments of Finance and Financial Advice.

James enjoys sport and travel, preferably combining the two. James can often be found following the England cricket team around the globe when working commitments allow.

Stephen Cox

Senior Financial Consultant

Stephen brings considerable experience having been in the industry for nearly 30 years.

Having operated in advisory and senior management positions, he has a strong background in wealth management, trust administration and holistic financial planning for both individuals and corporate clients. All advice areas are covered including investment planning, retirement planning, inheritance tax planning and business planning.

In his spare time, Stephen enjoys coastal walks and sailing.

Graham Davidson

Mortgage Adviser

Graham is a mortgage adviser within Cooper Associates Mortgages.

Prior to joining Cooper Associates, Graham had a successful career specialising in event management and sports coaching where he developed many international athletes. Graham has a passion for learning and development both on a personal and professional level.

Graham has a keen interest in all sports and be found across the country, alongside his wife, supporting his children in their various sporting endeavours.

Simon Dawes

Head of Wealth Management

Simon is our Head of Wealth Management. He works closely with the Financial Consultants, Client Relationship Managers and Paraplanners within Cooper Associates Wealth Management.

Simon specialises in providing pension, investment and tax planning advice to his clients and prides himself on ensuring his clients receive the best financial advice to suit their individual needs.

Before joining Cooper Associates Simon graduated from Durham University before joining a FTSE 100 company where he held a variety of management positions.

In his spare time Simon enjoys playing golf and tennis.

Blake Ellis

Financial Consultant

Blake has over 10 years financial services experience. He provides advice to individuals, business owners and private clients specialising in investment planning, retirement planning and inheritance tax solutions.

Blake is proficient in providing clients with practical solutions to the financial issues that concern them most. His emphasis is on maintaining long term relationships with clients and providing them with a source of trusted advice as their needs evolve.

Blake initially started his career with Abbey National as a financial adviser.

In his spare time, Blake likes spending time with his young son Archie, his wife Megan (who also works at Cooper Associates) and his two dogs, as well as getting down to Sandy Park to watch Exeter Chiefs.

Carl Gazzard

Senior Financial Consultant

Carl is one of our longest standing advisers having joined Cooper Associates in 2009. Prior to joining, Carl was a professional cricketer at Somerset County Cricket Club. Most notably Carl enjoyed great success as part of the Twenty20 winning side in 2005.

Carl has extensive connections within the sporting world and acts as an adviser to many sports professionals. Carl’s particular area of specialism is Final Salary Pensions. In addition this this, Carl advises a broad client bank on investment and pension matters.

Carl likes to spend his spare time with his family where you will usually see him either at a sports ground or, if possible, at the beach.

Ben Graddon

Mortgage Adviser

Ben is a mortgage adviser within Cooper Associates Mortgages.

Prior to joining Cooper Associates he was employed in an HR role within the head office of a high street retailer and has also worked for a FTSE 250 recruitment company in London. He graduated from university with a business degree.

Outside of work Ben likes to travel and is a sports enthusiast who plays football and enjoys keeping fit at the gym.

Tim Groenewald

Financial Consultant

Tim provides advice to both businesses and private clients including investment planning, retirement planning and protection, delivering an exceptional level of client service. He is extremely approachable and welcomes enquiries of all natures.

Tim is a former professional cricketer, who played for Somerset, Kent, Warwickshire and Derbyshire during a highly successful career.

Tim enjoys spending his downtime with his family and friends as well as getting back to South Africa where he grew up.

John Harris

Later Life Adviser

John started working in the financial services industry in 2003. He worked for Lloyds TSB and Santander, before joining Cooper Associates Mortgages in 2016.

John is passionate about client service and takes huge pride in helping new and existing clients arrange later life products, such as equity release mortgages.

Outside of work, John pours his energy into two things: family & football.

Tom Hayman

Mortgage Adviser

Tom is a mortgage adviser within the telephony team at Cooper Associates Mortgages.

Tom has previous experience with a leading national firm within the insurance industry, where he honed his client service skills, which he now applies to ensure the best possible outcomes for our clients. Tom’s primary aim is to deliver exceptional client service.

In his spare time Tom enjoys gardening, travelling and long dog walks.

Terri Hodge

Mortgage Adviser

Terri is a mortgage adviser within Cooper Associates Mortgages.

Terri was most recently a member of the client relationship team at Cooper Associates Mortgages, where she was responsible for processing mortgage applications efficiently, liaising with mortgage lenders, solicitors and estate agents in order to process mortgage applications.

Previously, Terri had nearly twenty years’ customer service experience from a management role within the travel industry, where she developed a passion for delivering outstanding customer service.

Outside of work Terri enjoys travelling and spending time with her family.

Owen Irish

Financial Consultant

Owen specialises in pension and investment planning, for both corporate and personal matters. He has an eye for detail in ensuring clients are receiving not only the best course of advice for their circumstances but an exceptional level of customer service. Communication is also integral to the way in which Owen conducts his client relationships.

Outside of work, Owen is a keen sportsman; he played semi-professional football for Taunton Town FC for nine seasons and is a keen golfer and cricketer. In 2018 Owen ran three marathons in three days, to raise funds for The Cooper Associates Foundation.

David Johnson

Senior Account Manager

David has extensive accountancy experience, having qualified in 1992. He has worked in general practice throughout his career and enjoys the challenge and variety of dealing with a wide range of business and personal clients.

David manages a mixed portfolio of clients, ranging from medical practitioners to property owners, retail and construction workers. He has a ‘hands on’ approach and look to develop long term business relationships with his clients.

David is married with three grown up children and a grandchild to keep him busy away from the office.

He is also involved as treasurer with the scouts at District level, local youth football team and sits on the Board of Age UK Somerset.

Gareth Lewis

Financial Consultant

Gareth focuses on holistic financial planning, with the ultimate objective of helping his clients reach their financial goals. The basis of Gareth’s planning comes from understanding the client and what they want to achieve, and implementing a bespoke tax efficient strategy based on their circumstances.

Specialising in long term care advice, Gareth maximises the comfortability of those in later life care. He is a full member of the Society of Later Life Advisers (SOLLA).

Gareth previously worked for a FTSE 100 banking group, before moving in to a wealth management role.

In his spare time Gareth is a keen sportsman and enjoys playing rugby. He also enjoys travelling and experiencing different cultures that the world has to offer.

Kate Mays

Mortgage Adviser

Kate provides advice within all areas of mortgages and protection planning and is passionate about delivering exceptional service and transparent advice to all her clients. Kate has been with Cooper Associates since its inception in 2008.

Kate is a former international table tennis player and is passionate about keeping fit. The rest of Kate’s time is spent joyfully with her family.

Oliver McGeown

Mortgage Adviser

Oliver acts within Cooper Associates Mortgages, providing bespoke advice on all areas of mortgage and protection planning, ranging from first time buyers through to experienced portfolio landlords and everything in between.

Oliver has an eye for detail in ensuring clients receive the best course of advice tailored to their circumstances, via an exceptional level of customer service. Oliver prides himself on his availability to his clients, often working beyond our hours of 8am to 8pm to ensure he is on hand when clients need him. He goes above and beyond to ensure that all his clients achieve their goals by assisting them on every step of their journey to owning their own homes.

In his spare time, Oliver is a keen sportsman and enjoys playing rugby and golf. He also loves to travel.

Christo Nation

Financial Consultant

Christo specialises in providing financial planning and investment advice to both business and private clients, helping them to realise their financial ambitions. He takes care in understanding his clients goals and ambitions and helps them plan to achieve them.

Christo was previously employed as a strategy consultant, advising private equity clients on their portfolios. Prior to this Christo founded a technology-based start-up business.

Away from the office, Christo participates in many sports including running ultramarathons, endurance cycling or golf. When not being active, Christo enjoys spending time with his young family and Cockapoo, Lily.

Will Newnes

Mortgage Adviser

Will is a mortgage adviser within Cooper Associates Mortgages.

After graduating from university Will launched his own business which successfully ran within the construction industry for nine years.

In his spare time, Will loves to go on long walks with his beagle, Maisy. He is a keen sportsman with a passion for golf. Having played for many years, Will enjoys travelling to as many new courses as possible.

Beverley Pengilly

Senior Financial Consultant

Beverley is a Chartered Financial Planner with over 25 years experience in financial services.

Having worked in advisory, regulatory and senior management positions throughout her career, she now uses these experiences and knowledge to support private clients with their goals.

Beverley specialises in providing pension, investment and tax planning advice.

In her spare time, Beverley enjoys coastal walking, keep fit and spending time with her family.

Robert Phelps

Senior Mortgage Adviser

Rob is a Senior Mortgage Adviser with extensive experience in all areas of mortgage finance and protection. Rob also advises a large portfolio of expatriate clients and, along with our tax specialists, provides strategic support and guidance for those wishing to purchase or remortgage when based overseas. Furthermore, Rob has a wealth of experience within the business protection world and deals with large and small businesses to ensure that they are receiving value for money and the best advice possible for the business and directors alike.

Rob’s career in financial services began over 24 years ago with the British Army. Rob was trained in both finance and law and acted as a criminal law adviser during his service.

Rob is one of our most experienced and senior mortgage advisers and goes out of his way to help new and existing clients.

He is a family man with a wife and two children, and a dog called Philip. As a keen cook, Rob likes to host dinner parties, as well as walks on the Quantock Hills with his family.

Daniel Pigden

Mortgage Adviser

Daniel is a mortgage adviser within Cooper Associates Mortgages.

Previously, Daniel worked as an Operations Manager for a medical equipment servicing company. Daniel previously spent a year exploring New Zealand, working for Auckland City Council.

Away from the office, Daniel is a keen photographer and hiker and enjoys spending his weekends outdoors.

James Pugh

Mortgage Adviser

James is a mortgage adviser within Cooper Associates Mortgages.

James was previously a member of our client relationship team, where he delivered a superlative level of service to every client he worked with.

Away from the office, James is a keen sportsman who enjoys playing tennis and golf. He is also an enthusiastic member of The National Trust – you will often find him exploring the many beautiful houses and estates when away from work.

James Regan

Financial Consultant

James focuses on holistic financial planning, with the ultimate objective of helping his clients reach their financial goals. The basis of James’s planning comes from understanding the client and what they want to achieve, and implementing a bespoke tax efficient strategy based on their circumstances.

James’s areas of expertise include pensions, investments and inheritance tax planning. James is passionate about client service and has a commitment to building long term, professional relationships with clients. James prides himself on helping clients reach their future financial goals through regular reviews and careful planning, treating each client’s circumstances as unique.”

Prior to working at Cooper Associates, James was a professional cricketer, having spent four years at the Somerset County Cricket Club. James was also part of the Taunton Town football side who made it to the FA Cup first round in 2016 and continues to be a keen sportsman in his spare time.

Jordan Rolls

Mortgage Adviser

Jordan is a mortgage adviser within Cooper Associates Mortgages.

Prior to joining Cooper Associates Jordan worked for a high street bank, where he gained experience of helping people with all aspects of personal finance. Jordan prides himself on delivering a professional and individual service to all of his clients.

Outside of work Jordan likes to spend time with his wife and daughter, taking their dog for long walks and enjoying the outdoors.

Craig Skinner

Financial Consultant

Craig is a financial consultant within Cooper Associates Wealth Management. Craig advises individuals and businesses, with the aim of helping them achieve their wider financial goals while delivering exceptional levels of service.

Craig previously worked for a global banking organisation.

In his spare time, Craig enjoys playing football, squash and the odd bit of DIY.

Oliver Strong

Mortgage Adviser

Oliver is a mortgage adviser within Cooper Associates Mortgages.

Prior to joining Cooper Associates, Oliver spent 12 years working for the UK’s leading document management company, where he gained valuable experience and delivered outstanding service.

In his spare time Oliver enjoys spending time with his young family.

Oliver Teal

Mortgage Adviser

As a Mortgage Adviser, Oliver provides advice in all areas of mortgage and protection planning, with a drive to help all his clients achieve their property-related goals. He is passionate about doing what is right by his clients to ensure they get the best possible outcome, while factoring in their future goals.

Before joining Cooper Associates, Oliver was employed by one of the UK’s leading insurance brokers, offering a high-level client facing service. Prior to that, Oliver was an oil trader in London.

In his spare time, Oliver enjoys spending time with his two children and shares his passion for travelling the globe with his family. Oliver is also a keen sports fan.

Oliver Tolman

Mortgage Adviser

Oliver is a mortgage adviser within Cooper Associates Mortgages.

Having graduated from university, Oliver previously worked for an integrated trading platform provider.

In his spare time Oliver enjoys playing rugby and skiing during the winter months.

Kate Ward

Financial Consultant

Working within Cooper Associates Wealth Management, Kate puts integrity at the core of her work ethic. She aims to understand her client’s aspirations and objectives and offers advice accordingly, always acting in their best interests. Kate is a fully qualified as Financial Adviser who provides investment and financial planning advice.

Kate comes highly recommended by her existing clients and is featured in the 2020 guide to the UK’s top-rated financial advisers.

In her spare time Kate enjoys cooking, gardening and walks on the beach with her boxer dog.

Ellis Watkins

Financial Consultant

Ellis acts as a Financial Consultant within Cooper Associates Wealth Management Ltd, where he provides advice to individuals, business owners and private clients, specialising in investment planning, retirement planning and inheritance tax solutions.

Outside of work, you are likely to find Ellis at the beach or at any type of sporting arena.

Will Weatherill

Mortgage Adviser

Will is a mortgage adviser within Cooper Associates Mortgages.

Will started his career in a high street bank where he helped clients with their financial needs. Since then, Will has focused on providing excellent client service and is passionate about helping clients achieve their property-related goals. Will prides himself on delivering a professional and individual service at all times.

Outside of work Will enjoys the outdoors, walking, running, sports and agriculture.

Carla Wells-Burr

Mortgage Adviser

Carla is a mortgage adviser within the telephony team at Cooper Associates Mortgages.

Carla has previous experience in the finance and manufacturing sectors, where she worked as a project manager, developing her excellent client service skills in the process.

Away from the office Carla enjoys spending time going for walks and beach trips with her young family.

Jamie Wheeler

Financial Consultant

Jamie specialises in pension, investment and tax planning advice to both his private clients and corporate clients.

Jamie ensures that long term professional relationships are built with his clients and is committed to excellent client service. He takes care in understanding his clients goals and helps create a plan in order to achieve them.

Jamie spends most of his spare time with his wife and three young children.

Evie Williams

Mortgage Adviser

Evie is a mortgage adviser within the telephony team at Cooper Associates Mortgages.

Prior to joining our Academy, Evie was a highly valued member of our client relationship team, providing an excellent service to the clients within Cooper Associates Mortgages.

Evie previously worked as a protection adviser within the finance industry, which provided her with lots of relevant experience for her current role.

Away from the office, Evie owns a dance company which she teaches at in the evening. She also loves travelling and spending time with Rolo, her rescue dog.

Charl Willoughby

Financial Consultant

Charl specialises in providing financial planning and investment advice to his clients, helping them to achieve their financial ambitions. He takes care in understanding his clients goals and ambitions and helps them plan to achieve them.

Charl previously worked for a FTSE 100 banking group before enrolling in and graduating from the St. James’s Place Academy and completing his diploma.

Charl is easy to get along with and has a very relaxed demeanour.

Charl is a former South Africa test cricketer, who took over 1,100 wickets in an illustrious career.

These days he treasures time with his family as enjoys being a spectator of cricket, football and rugby.

Jack Woodland

Mortgage Adviser

Jack is a mortgage adviser within Cooper Associates Mortgages.

Jack previously worked in education as a primary school teacher. Prior to this, Jack graduated from university and also attained a PGCE qualification.

Away from the office, Jack can be found on the rugby pitch or in the gym, competing in Crossfit competitions. He loves spending time walking his dogs on the beach.

Teni Adenusi

Paraplanner

Teni works with our financial consultants to provide technical administrative support for investment, pension and inheritance tax business.

Teni ensures all client business is processed in a compliant and timely manner.

Outside work, Teni enjoys watching documentaries, travelling and spending time with her family.

Sam Ball

Client Relationship Manager

Sam works as a Client Relationship Manager within Cooper Associates Wealth Management.

Sam’s priority is to ensure every client experiences the highest level of service.

Before joining Cooper Associates Wealth Management, Sam previously worked in community pharmacy for over 20 years.

Outside of work, Sam enjoys spending time with her family. Her two children keep her busy with their interests and on a Sunday morning, she can be found watching her son play rugby in all weathers, where she also volunteers in the mini/midi rugby section.

Elodie Betts

Accounts Assistant

Elodie is an Accounts Assistant within Cooper Associates Accountants, supporting the team and helping to prepare client accounts. Elodie is currently studying towards her accountancy exams.

Outside of work, Elodie enjoys spending time with her family and friends, looking after her cats, going to the gym and exploring new places.

Natalie Blackwell

Paraplanner

Natalie has over 15 years’ of experience working in the Financial Services industry. She works with our financial consultants, providing full technical administrative support for investment, pension and inheritance tax business. Natalie ensures all client business is processed in a compliant and timely manner.

Away from the office Natalie enjoys spending time with her family and friends, as well as her horses.

Louise Brown

Client Relationship Manager

Louise works within the Client Relationship Team at Cooper Associates Wealth Management, ensuring that each client experiences a superlative level of service.

Louise has previous experience in client facing roles and is committed to delivering a high level of service and support.

In her spare time Louise enjoys keeping fit, socialising with friends and eating out.

Kelly Bruford

Accounts Assistant

Kelly is an accounts assistant and provides administrative support to Diana Cooper in our internal accounts department. Her main responsibility is to ensure all financial records within the company are accurately maintained.

Sophie Chedzoy

Client Relationship Manager

Sophie is a Client Relationship Manager within Cooper Associates Wealth Management, where she focuses on working with our Advisers to ensure each client receives the best possible experience.

Sophie is committed to delivering excellent levels of service to all of the clients she supports.

In her spare time Sophie enjoys spending time with her young family and Arthur, her English bulldog.

Jordan Clark

Training and Competence Manager

Jordan works within Cooper Associates Mortgages and is responsible for the training and development of our Academy, in addition to supporting the compliance function within the business.

Jordan has nearly ten years’ experience within the financial services industry, having previously acted as a Senior Mortgage and Protection adviser.

Outside of work Jordan enjoys spending time with her family, Meditation & Yoga and making candles.

Vanessa Coe

Client Relationship Manager

Vanessa works within the Client Relationship Team at Cooper Associates Wealth Management, where she assists our advisers by ensuring every client receives the best possible service and experience.

Vanessa has worked in financial services roles for the last eight years. Prior to this she worked in account management for a number of major food and beverage suppliers, working with the major grocery multiples.

Outside of work, Vanessa likes to keep fit and enjoys coastal walks and spending quality time with family and friends.

Jordan Cooper

Accounts Assistant

As an Accounts Assistant within Cooper Associates Accountants, Jordan works closely with a diverse portfolio of clients, which varies from sole traders to larger corporate businesses. He is responsible for bookkeeping and monthly payroll, and ensuring our clients remain compliant in all areas of VAT, PAYE and CIS.

Jordan has successfully completed his AAT studies, achieving MAAT status.

Lisa Cooper

Paraplanning Director

Lisa works together with the financial consultants within the team providing full technical administrative support for investment, pension and inheritance tax business. Lisa ensures all client business is processed in a compliant and timely manner.

Siobhan Cooper

Senior Client Relationship Manager

Siobhan is a key figure in our wealth management administration team. She takes great pride in ensuring our clients receive an unparalleled service.

Siobhan holds many financial services’ qualifications and has been employed by the firm for many years.

Zoe Cooper

Client Relationship Manager

Zoe works within the Client Relationship Team at Cooper Associates Wealth Management, where she assists our advisers to ensure each client receives the best possible service and experience.

Zoe previously worked in the civil service for over twenty years. Outside of work, Zoe enjoys spending time with her family and her dog Ralph. Whatever the weather, she can be found on the side lines supporting her son and daughter playing football and netball.

Lisa Feetenby

Practice Manager

Lisa works together with the financial consultants within our team, providing full technical administrative support for investment, pension and inheritance tax business.

Lisa ensures all client business is processed in a compliant and timely manner.

Outside of work Lisa enjoys spending time with her family, socialising, horse riding and keeping fit.

Nick Feetenby

Adviser Development Manager

Nick joined Cooper Associates Mortgages following 13 years within Avon & Somerset Constabulary as a Detective. Nick brings with him the precise and forensic attitude gained in that time, to enable our mortgage advisers to provide bespoke and specific mortgage advice to our clients. Nick is passionate to maintain the professional and ethical standards the company has set and works tirelessly to support both new and existing advisers within the firm.

In his spare time, Nick enjoys spending time with his family and watching and playing a variety of sports. Nick is the Treasurer and committee member to a growing local youth football club, which provides participation to all children under the age of 14 and older children with learning and physical disabilities.

Shannon Flynn

Senior Client Relationship Manager

Shannon works within the client relationship team at Cooper Associates Mortgages. Shannon’s main responsibilities include ensuring all mortgage applications are processed in an efficient way, liaising with mortgage lenders, solicitors and estate agents. Shannon provides support to our clients and mortgage advisers.

Shannon previously worked within the retail banking sector for over 8 years, where her responsibilities included both branch management and conducting client interviews.

Outside of work, Shannon enjoys travelling, spending time with family and friends and spectating at the cricket!

Hannah Foward

Paraplanner

Hannah works with our financial consultants to provide technical administrative support for investment, pension and inheritance tax business and ensures all client business is processed in a compliant and timely manner.

Outside of work, Hannah enjoys playing netball and spending time with her family and friends.

Tianna Govier

Accounts Assistant

Tianna is an Accounts Assistant within Cooper Associates Accountants.

Tianna is an AAT qualified bookkeeper and is currently studying towards the AAT Level 4 Professional Diploma in Accounting.

Away from the office and her studies, Tianna can be found shopping, playing guitar and spending time with her family and friends.

Natalie Grellier

Senior Client Relationship Manager

As a Senior Client Relationship Manager for Cooper Associates Mortgages, Natalie supports the needs of our clients and Mortgage Advisers to ensure all mortgage applications are processed efficiently. Natalie liaises with mortgage lenders, solicitors and estate agents to ensure a smooth process for our clients.

Natalie previously worked within the travel industry, where she developed a passion for holidays, travelling and also exploring new places. Natalie loves adventures with her family and having her two dogs in tow!

Helen Grendon

Senior Client Relationship Manager

Helen is an experienced member of the client relationship team within Cooper Associates Mortgages.

Helen’s role involves liaising with mortgage lenders, solicitors and estate agents to ensure all mortgage applications are processed according to our strict internal guidelines.

Shell Griffiths

Accounts Assistant

Shell is an Accounts Assistant within Cooper Associates Accountants.

Shell is an AAT qualified bookkeeper and is currently studying towards the AAT Level 4 Professional Diploma in Accounting.

Away from the office Shell can be found watching horse racing or rugby, our spending time with her cows.

Ruth Kerridge

Office Manager

Ruth is a highly experienced member of our wealth management department and has worked in the financial services sector since 1990. Ruth provides administrative support to our financial consultants and oversees all aspects of day-to-day business to ensure clients receive the efficient service expected by the firm.

Sophie Knight

Assistant Client Portfolio Manager

Sophie is an Assistant Client Portfolio Manager within Cooper Associates Accountants and works with our clients providing expert accounting, tax and business advice.

Sophie oversees a diverse portfolio of clients, from sole-traders to larger corporate businesses, ensuring they remain compliant in all areas of business taxation.

Sophie is a Certified Chartered Accountant.

Debbie Latto

Senior Client Relationship Manager

Debbie works within the client relationship team at Cooper Associates Mortgages, where she supports our clients and mortgage advisers by ensuring all mortgage applications are processed efficiently by liaising with mortgage lenders, solicitors and estate agents.

Debbie has previous experience in the finance and law sectors, where she worked as a senior diligence assistant, developing excellent client service skills.

Outside of work Debbie enjoys being at the top of the hill in all seasons, whether out walking or on her snowboard. Debbie also likes to keep fit and loves to make a creation in the kitchen.

Amanda Lloyd

Paraplanner

Amanda works with our financial consultants to provide full technical administrative support for investment, pension and inheritance tax business.

Amanda ensures all client business is processed in a compliant and timely manner.

Amanda has worked in the Financial Services industry since 2015, including four years as a Financial Adviser.

Jeremy Lock

Head of Mortgages

Jeremy is responsible for the management and development of our mortgage advisers and the compliance of our mortgage and protection business.

Jeremy has over 20 years’ experience in financial services which has covered compliance advice, management and training.

Prior to joining the firm, Jeremy was Training & Competence Manager for a large new build brokerage.

Freya Mackey

Client Relationship Manager

In her role as Client Relationship Manager for Cooper Associates Mortgages, Freya supports the needs of both our clients and our mortgage advisers, ensuring all mortgage applications are processed smoothly and efficiently.

Freya has previously worked in financial recruitment both in the UK and the USA and, most recently, has spent the last five years working in a professional role for a high street retailer.

In her spare time Freya enjoys fashion, travelling and keeping fit.

Tom Marlow

Accounts Assistant

Tom is an Accounts Assistant within Cooper Associates Accountants.

Tom studied Accounting and Management at the University of Kent, graduating with first class honours.

Away from the office Tom enjoys playing rugby, travelling and walking his dog.

Charlotte Morris

Paraplanner

Charlotte works together with the financial consultants within the team providing full technical administrative support for investment, pension and inheritance tax business. Charlotte ensures all client business is processed in a compliant and timely manner.

Kerry Nelson

Head of Client Relations - Mortgages

Kerry manages the mortgage client relationship team, ensuring the smooth and efficient running of this busy division and ensuring all service standards are met.

Kerry previously worked within the retail banking sector, where her responsibilities included both branch and area management.

Kelly Odey

Paraplanner

After a successful career as a Senior Client Relationship Manager, Kelly progressed into the role of Paraplanner. She works with our financial consultants providing full technical administrative support for investment, pension and inheritance tax business. Kelly ensures all client business is processed in a compliant and timely manner.

Jo Olliffe

Operations & Finance Assistant

Jo is our Operations & Finance Assistant, supporting the Operations & Finance Team.

Jo has extensive clerical experience, and previously worked in the Renewable Energy Industry within IT Support.

Having relocated to Somerset in 2019, Jo spends much of her leisure time exploring the local area with her dog, Pepper, and enjoys travelling abroad to go snowboarding.

Bev Phelan

Paraplanner

Bev works together with the financial consultants within the team providing full technical administrative support for investment, pension and inheritance tax business. Bev ensures all client business is processed in a compliant and timely manner.

Ceri Priddle

Personal Assistant

Ceri Priddle is a Personal Assistant within Cooper Associates Accountants, supporting the full team in delivering a superlative service to all clients.

Ceri is responsible for the new client onboarding process and also assists with the filing of statutory accounts.

Away from the office Ceri can be found spending time with her family and friends, travelling and raising funds for good causes. Ceri has run a half marathon and also completed a skydive for charity.

Hollie Richards

Client Relationship Manager

As a Client Relationship Manager for Cooper Associates Wealth Management, Hollie’s role primarily focuses on working with our Advisers to ensure each client receives the best possible experience.

Having worked within the financial industry sector for several years, Hollie has a proven track record for delivering excellent levels of service to her clients.

In her spare time she loves to read and spend time with friends and family.

Victoria Robilliard

Paraplanner

Victoria works with our financial consultants to provide full technical administrative support for investments and pensions, ensuring all client business is processed in a compliant and timely manner.

Victoria has worked in the Financial Services industry since 2007, with the last 3 years focusing as a Paraplanner.

When Victoria is not working she can be found spending time with her young family.

Bethany Rodger

Business Development Executive

Bethany is a Business Development Executive within our business. She has extensive experience, including running her own business development firm. She recently worked for a successful wholesaler, where she regularly exceeded the targets required to grow the business.

In her own time Bethany likes running, watching comedy and cooking for her family and friends.

Kirstie Russell

Client Relationship Manager

Kirstie works within our mortgage client relationship team. Kirstie’s main responsibilities are ensuring all mortgage applications are processed in an efficient way, liaising with mortgage lenders, solicitors and estate agents.  Kirstie provides support to our clients and mortgage advisers and has ten years’ customer service experience from working within the travel industry.

Hannah Salter

Client Relationship Manager

Hannah works as a Client Relationship Manager within the mortgage team and her responsibilities include ensuring mortgage applications are processed in a thorough and efficient way.

Hannah’s main focus is to provide the best client experience, providing support and updates throughout their mortgage application.

Hannah previously worked within the housing industry and brings this relevant experience to our business.

Away from the office Hannah enjoys cooking and spending time at the beach.

Helena Standen

Paraplanner

Helena works together with our financial consultants to provide full technical administrative support for investment, pension and inheritance tax business.

Helena has previously worked for Nationwide Building Society and has experience in a number of roles within the financial services sector.

Helena is a keen golfer and often spends her spare time supporting her partner who is a touring professional golfer. Helena also enjoys going to the gym and keeping fit.

Sammie Taylor

Client Portfolio Manager

Sammie is an accountant and looks after a large number of clients to whom she provides expert accounting, tax and business advice. Sammie has managed many clients in general practice dealing with all areas of business from small ‘sole trader’ payrolls to larger limited companies. Sammie has experience of many different business sectors including agricultural and has also assisted in a specialist tax department dealing with the more complex tax queries such as capital gains tax and inheritance tax.

Caroline Tilley

Paraplanner

Caroline works together with the financial consultants within the team providing full technical administrative support for investment, pension and inheritance tax business. Caroline ensures all client business is processed in an compliant and timely manner.

Victoria Tremear

Head of Human Resources

Victoria is responsible for attracting, retaining and developing our most important assets – our people.

Victoria has extensive experience within Human Resources, previously advising the Board of a retail business, before moving into financial services.

In her spare time Victoria enjoys spending time with her family, reading and keeping fit.

Hubert Wejnerowski

Client Relationship Manager

Hubert works within the client relationship team at Cooper Associates Mortgages, where he supports our clients by ensuring all applications are processed efficiently, liaising with mortgage lenders, protection providers, solicitors and estate agents.

Hubert has previous experience within financial services where he worked as banking consultant, providing an excellent level of service.

Outside of office Hubert can be found playing football, going to the gym or taking his dog out on walks.