Who we are
Our financial planners are all appropriately qualified to provide regulated financial advice. We have undertaken further professional examinations to ensure as a firm that we can offer advice to clients in the most complex areas of financial planning. Through continued professional development we aim to demonstrate our commitment to raising the standards of our business and the wider financial services industry.
Andrew has attained Chartered Financial Planner status awarded by the Personal Finance Society.
With over 25 years experience as an Independent Financial Adviser, Andrew’s experience and qualifications allow him to advise clients on a wide range of financial planning matters, with particular emphasis on Investment Advice, Estate Planning and Retirement Planning. Andrew also holds the necessary qualification to advise on the highly complex area of Pension Transfers.
Andrew places a strong emphasis on building long term client relationships and is passionate about helping clients achieve their financial goals
Since becoming a partner in 1991 Andrew has been instrumental in the growth of the business through referrals from satisfied clients and professional connections.
Daniel has an Honours Degree in Economics and has attained Chartered Financial Planner status from the Personal Finance Society.
Since graduating, Daniel has held positions with companies across a number of areas within the financial services sector, including banking, accounting and regulated financial advice.
Daniel advises clients on a wide range of financial planning matters, with particular emphasis on Investment Advice and Retirement Planning. Daniel has significant experience in the management and administration of Self Invested (SIPP) and Self-Administered (SSAS) pension schemes, having been employed by a bespoke provider of such arrangements for 5 years prior to joining Cooper Assurance Services in 2008. During that time Daniel oversaw the purchase of numerous commercial properties through such pension arrangements on behalf of clients. As an adviser who has specialised in this niche pensions area, Daniel has attained the necessary qualifications to advise on the highly complex area of Pension Transfers.
Daniel believes that any client should fully understand the purpose, nature and mechanics of any financial planning exercise they undertake, in order that they are able to make an informed decision appropriate to themselves.
Having been in financial services for over seventeen years, Richard has worked with the major UK product providers, providing technical and consultative support. Assisting IFA’s across the Midlands to ensure that they and their clients achieve their financial aspirations.
Richard has vast knowledge and experience in dealing with investments and retirement planning (pre & post retirement).
Specialties include providing advice on pensions (Individual & Corporate), retirement planning and wealth management solutions.
Having attained the CII’s Diploma qualification and certificate in Discretionary Investment Management he is now working towards his Chartered status.
Chris has over 15 years in the financial services industry and has been providing ongoing service to clients, ensuring they benefit from valid and relevant advice throughout. Chris has a wealth of experience as an adviser, treating clients with empathy and understanding. He holds the CII’s Diploma and is now working towards attaining Chartered status.
Having advised in all areas of financial planning including investments and pensions Chris also has experience of both Probate and Debt, having worked with the Citizens Advice Bureau in this area. He will take the utmost care to understand your needs and objectives before making any recommendations and hold regular meetings to ensure that your stated goals are reached.
Chris says ‘I offer a friendly yet professional service, I will always take the time to explain the products to ensure you understand them and what they will do for you’