Edward Cooper

Edward Cooper Email and Phone Number

Helping people enjoy retirement the way they always dreamed πŸ˜ŽπŸ’° | Guiding young families in building and securing their financial future πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦ 🌟
Edward Cooper's Location
Harrogate, England, United Kingdom, United Kingdom
Edward Cooper's Contact Details

Edward Cooper work email

Edward Cooper personal email

n/a
About Edward Cooper

I work with young families, people getting close to retirement, and those who are already retired - helping them manage their finances in a way that matches their values and life goals. My aim is to take the stress out of financial planning so they can feel confident and in control of their future.When it comes to retirement planning, I help people figure out how to make the most of their pensions and other savings to live the lifestyle they want in retirement. For those who are already retired, I work to make sure their finances support their goals and give them peace of mind.With investments, I help clients - whether they’re new to investing or already have a portfolio - create personalized strategies to grow their money in line with their long-term goals. It’s all about making sure their savings are working as hard as possible for them.And with estate planning, I guide people through decisions about how to pass on their wealth to their loved ones, keeping things simple and ensuring their wishes are followed.Ultimately, I aim to make finances feel less overwhelming and more manageable, so people can focus on enjoying their lives while feeling secure about their future.

Edward Cooper's Current Company Details

Helping people enjoy retirement the way they always dreamed πŸ˜ŽπŸ’° | Guiding young families in building and securing their financial future πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦ 🌟
Edward Cooper Work Experience Details
  • Succession Wealth
    Wealth Planner
    Succession Wealth Mar 2023 - May 2024
    Harrogate, England, United Kingdom
  • Succession Wealth
    Associate Wealth Planner
    Succession Wealth Oct 2019 - Mar 2023
    Harrogate, England, United Kingdom
  • Succession Wealth
    Paraplanner
    Succession Wealth Oct 2017 - Oct 2019
    Harrogate, North Yorkshire, United Kingdom
  • Prosperitas Financial Solutions
    Paraplanner
    Prosperitas Financial Solutions Oct 2012 - Oct 2017
    Harrogate, United Kingdom

Edward Cooper Skills

Portfolio Management Time Management Financial Risk Accounting Cash Flow Estate Planning Insurance Microsoft Excel Customer Service Retirement Planning Financial Advisory Wealth Management Financial Services Investments Financial Planning Defined Benefit Defined Contribution Defined Benefit Pension Transfers Paraplanning

Edward Cooper Education Details

Frequently Asked Questions about Edward Cooper

What is Edward Cooper's role at the current company?

Edward Cooper's current role is Helping people enjoy retirement the way they always dreamed πŸ˜ŽπŸ’° | Guiding young families in building and securing their financial future πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦ 🌟.

What is Edward Cooper's email address?

Edward Cooper's email address is ed****@****p.co.uk

What schools did Edward Cooper attend?

Edward Cooper attended The London Institute Of Banking & Finance.

What skills is Edward Cooper known for?

Edward Cooper has skills like Portfolio Management, Time Management, Financial Risk, Accounting, Cash Flow, Estate Planning, Insurance, Microsoft Excel, Customer Service, Retirement Planning, Financial Advisory, Wealth Management.

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