Our People

A strong team to deal with your financial load

Directors

Lee Cooper
Lee Cooper
Chairman & Founder
Samantha Jackson
Samantha Jackson
CEO
Thomas Jackson
Thomas Jackson
CAM Managing Director
Kevin Parsons
Kevin Parsons
CAA Managing Director
Jack Cooper
Jack Cooper
CAWM Managing Director
Diana Cooper
Diana Cooper
Operations & Finance Director
Neil Wyatt
Neil Wyatt
Marketing Director
Glyn Cooper
Glyn Cooper
Group Consultant
Malcolm Derry
Malcolm Derry
Non-Executive Director
Charles Cook
Charles Cook
Non-Executive Director

Advisers

Robyn Attewell
Robyn Attewell
Mortgage Adviser
Paul Bruford
Paul Bruford
Senior Mortgage Adviser
Julie Callun
Julie Callun
Mortgage Adviser
Jason Challis
Jason Challis
Financial Consultant
Christopher Chedzoy
Christopher Chedzoy
Financial Consultant
Justin Clark
Justin Clark
Mortgage Adviser
James Cooper
James Cooper
Financial Consultant
Simon Dawes
Simon Dawes
Head of Wealth Management
Blake Ellis
Blake Ellis
Financial Consultant
Carl Gazzard
Carl Gazzard
Senior Financial Consultant
Ben Graddon
Ben Graddon
Mortgage Adviser
Tim Groenewald
Tim Groenewald
Financial Consultant
John Harris
John Harris
Later Life Adviser
Ross Harrison
Ross Harrison
Mortgage Adviser
Terri Hodge
Terri Hodge
Mortgage Adviser
Owen Irish
Owen Irish
Financial Consultant
David Johnson
David Johnson
Senior Account Manager
Gareth Lewis
Gareth Lewis
Financial Consultant
Kate Mays
Kate Mays
Mortgage Adviser
Oliver McGeown
Oliver McGeown
Mortgage Adviser
Christo Nation
Christo Nation
Financial Consultant
Will Newnes
Will Newnes
Mortgage Adviser
Robert Phelps
Robert Phelps
Senior Mortgage Adviser
Daniel Pigden
Daniel Pigden
Mortgage Adviser
James Pugh
James Pugh
Mortgage Adviser
James Regan
James Regan
Senior Mortgage Adviser
Craig Skinner
Craig Skinner
Financial Consultant
Oliver Teal
Oliver Teal
Mortgage Adviser
Alex Thomas
Alex Thomas
Mortgage Adviser
Oliver Tolman
Oliver Tolman
Mortgage Adviser
Kate Ward
Kate Ward
Financial Consultant
Ellis Watkins
Ellis Watkins
Financial Consultant
Jamie Wheeler
Jamie Wheeler
Financial Consultant
Evie Williams
Evie Williams
Mortgage Adviser
Charl Willoughby
Charl Willoughby
Financial Consultant
Jack Woodland
Jack Woodland
Mortgage Adviser
Graham Davidson
Graham Davidson
Mortgage Adviser
Sally Pembery
Sally Pembery
Mortgage Adviser
Jordan Rolls
Jordan Rolls
Mortgage Adviser
Oliver Strong
Oliver Strong
Mortgage Adviser
Robin Trott
Robin Trott
Mortgage Adviser
Will Weatherill
Will Weatherill
Mortgage Adviser
Tom Hayman
Tom Hayman
Mortgage Adviser
Carla Wells-Burr
Carla Wells-Burr
Mortgage Adviser

Our Team

Teni Adenusi
Teni Adenusi
Paraplanner
Sam Ball
Sam Ball
Client Relationship Manager
Natalie Blackwell
Natalie Blackwell
Paraplanner
Louise Brown
Louise Brown
Client Relationship Manager
Kelly Bruford
Kelly Bruford
Accounts Assistant
Calvin Bull
Calvin Bull
Client Portfolio Manager
Sophie Chedzoy
Sophie Chedzoy
Client Relationship Manager
Jordan Clark
Jordan Clark
Training and Competence Manager
Jordan Cooper
Jordan Cooper
Accounts Assistant
Lisa Cooper
Lisa Cooper
Paraplanning Director
Siobhan Cooper
Siobhan Cooper
Senior Client Relationship Manager
Zoe Cooper
Zoe Cooper
Client Relationship Manager
Lisa Feetenby
Lisa Feetenby
Practice Manager
Nick Feetenby
Nick Feetenby
Adviser Development Manager
Shannon Flynn
Shannon Flynn
Client Relationship Manager
Natalie Grellier
Natalie Grellier
Client Relationship Manager
Helen Grendon
Helen Grendon
Client Relationship Manager
Shell Griffiths
Shell Griffiths
Accounts Assistant
Charlotte Hole
Charlotte Hole
Paraplanner
Ruth Kerridge
Ruth Kerridge
Office Manager
Sophie Knight
Sophie Knight
Accounts Assistant
Debbie Latto
Debbie Latto
Client Relationship Manager
Amanda Lloyd
Amanda Lloyd
Paraplanner
Jeremy Lock
Jeremy Lock
Head of Mortgages
Tom Marlow
Tom Marlow
Accounts Assistant
Kerry Nelson
Kerry Nelson
Head of Client Relations - Mortgages
Kelly Odey
Kelly Odey
Paraplanner
Jo Olliffe
Jo Olliffe
Operations & Finance Assistant
Bev Phelan
Bev Phelan
Paraplanner
Sarah Potter
Sarah Potter
Client Portfolio Manager
Ceri Priddle
Ceri Priddle
Personal Assistant
Hollie Richards
Hollie Richards
Client Relationship Manager
Victoria Robilliard
Victoria Robilliard
Paraplanner
Bethany Rodger
Bethany Rodger
Business Development Executive
Kirstie Russell
Kirstie Russell
Client Relationship Manager
Hannah Salter
Hannah Salter
Client Relationship Manager
Sammie Taylor
Sammie Taylor
Client Portfolio Manager
Sam Tiley
Sam Tiley
Client Relationship Manager
Caroline Tilley
Caroline Tilley
Paraplanner
Victoria Tremear
Victoria Tremear
Senior HR Adviser
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