Daniel Griffiths
APFS CFP

daniel@cooperassurance.co.uk
01335 342663
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Richard Stevenson
Dip PFS

richard@cooperassurance.co.uk
01335 342663
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Andrew Everett
APFS CFP

andrew@cooperassurance.co.uk
01335 342663
Find me on LinkedIn

Andrew Everett

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.

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Daniel Griffiths

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.

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Richard Stevenson

Having worked in the insurance and financial services industry since 1994, Richard has worked with all 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.

He joined Cooper Assurance Services LLP in May 2014, as a Senior Consultant and became a Partner in October 2017.

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.

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