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
Malcolm Derry
Malcolm Derry
Non-Executive Director

Advisers

Paul Bruford
Paul Bruford
Senior Mortgage Adviser
Steve Broad
Steve Broad
Senior Wealth Manager
Joanne Canniford
Joanne Canniford
Mortgage Adviser
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
James Cooper
James Cooper
Mortgage Adviser
Simon Dawes
Simon Dawes
Financial Consultant
Blake Ellis
Blake Ellis
Financial Consultant
Simon Farrar
Simon Farrar
Mortgage Adviser
Nick Feetenby
Nick Feetenby
Mortgage Adviser
Hannah Freeland
Hannah Freeland
Mortgage Adviser
Carl Gazzard
Carl Gazzard
Senior Financial Consultant
John Harris
John Harris
Mortgage Adviser
Ross Harrison
Ross Harrison
Mortgage Adviser
Owen Irish
Owen Irish
Senior Mortgage Adviser
Gareth Lewis
Gareth Lewis
Financial Consultant
Oliver McGeown
Oliver McGeown
Mortgage Adviser
Edward Mortimore
Edward Mortimore
Financial Consultant
Robert Phelps
Robert Phelps
Senior Mortgage Adviser
Bobby Phillips
Bobby Phillips
Financial Consultant
Lizz Reading
Lizz Reading
Senior Mortgage Adviser
Sasha Reed
Sasha Reed
Mortgage Adviser
James Regan
James Regan
Mortgage Adviser
Jonathan Southgate
Jonathan Southgate
Mortgage Adviser
Oliver Teal
Oliver Teal
Mortgage Adviser
Kate Ward
Kate Ward
Mortgage Adviser
Ellis Watkins
Ellis Watkins
Mortgage Adviser
Ben Wellington
Ben Wellington
Financial Consultant
Jamie Wheeler
Jamie Wheeler
Senior Mortgage Adviser
Charl Willoughby
Charl Willoughby
Financial Consultant
Steve Woodbridge
Steve Woodbridge
Senior Mortgage Adviser

Our Team

Kelly Bruford
Kelly Bruford
Accounts Assistant
Sophia Christodoulou
Sophia Christodoulou
Client Relationship Manager
Jordan Cooper
Jordan Cooper
Accounts Assistant
Siobhan Cooper
Siobhan Cooper
Head of Client Relations
Lisa Darbyshire
Lisa Darbyshire
Paraplanning Director
Orla Dennehy
Orla Dennehy
Marketing Executive
Michaela Edney
Michaela Edney
Senior Client Relationship Manager
Megan Ellis
Megan Ellis
Client Relationship Manager
Megan Frost
Megan Frost
Client Relationship Manager
Helen Grendon
Helen Grendon
Client Relationship Manager
Hollie Hackling
Hollie Hackling
Senior Client Relationship Manager
Katherine Hannaford
Katherine Hannaford
Head of Client Relations
Charlotte Hole
Charlotte Hole
Paraplanner
Thomas Jackson
Thomas Jackson
Adviser Development Manager
Ruth Kerridge
Ruth Kerridge
Office Manager
Ros Kirk
Ros Kirk
Head of People Strategy and Development
Jeremy Lock
Jeremy Lock
Head of Compliance
Sophie Marlow
Sophie Marlow
Accounts Assistant
Kerry Nelson
Kerry Nelson
Senior Client Relationship Manager
Bev Phelan
Bev Phelan
Paraplanner
Hayley Potter
Hayley Potter
Business Development Executive
Sarah Potter
Sarah Potter
Manager (Accountant)
Kirstie Russell
Kirstie Russell
Client Relationship Manager
Kate Steward
Kate Steward
Executive PA
Sammie Taylor
Sammie Taylor
Manager (Accountant)
Caroline Tilley
Caroline Tilley
Paraplanner
Jessica Truscott
Jessica Truscott
Client Relationship Manager
Kelly Wallburton
Kelly Wallburton
Senior Client Relationship Manager
Neil Wyatt
Neil Wyatt
Head of Marketing