Jonathan Cooper - Dippfs

Jonathan Cooper - Dippfs Email and Phone Number

Head of Client Service Delivery, The Path Financial @
Jonathan Cooper - Dippfs's Location
Brighton, England, United Kingdom, United Kingdom
About Jonathan Cooper - Dippfs

Good financial advice is about understanding clients, their goals and their priorities. Helping clients find solutions to their financial affairs, no matter how complex, is my passion.I have seen the financial services industry develop into one that is, rightly, much more focused on the right outcomes for clients.At the Path Financial we help to continue this evolution. Where it is possible to help clients make their hard-earned savings work for their own futures, and that of people and planet.We employ best of breed impact and ethical investment strategies to bring about real world change for good.Specialties: • Wealth Management• Wealth Advice• Financial Planning• Cash Flow Planning• Financial Advice• Retirement Planning• Retirement Advice• Investment Management• Investment Advice• Independent Financial Advice• Independent Financial Adviser• Tax Planning

Jonathan Cooper - Dippfs's Current Company Details
The Path Financial Limited

The Path Financial Limited

Head of Client Service Delivery, The Path Financial
Jonathan Cooper - Dippfs Work Experience Details
  • The Path Financial Limited
    Head Of Client Service Delivery
    The Path Financial Limited Nov 2023 - Present
  • Drewberry™ :: Improving Your Financial Wellbeing
    Financial Planning Operation Manager & Head Of Paraplanning
    Drewberry™ :: Improving Your Financial Wellbeing Sep 2021 - Nov 2023
    Brighton, England, United Kingdom
    View
  • Drewberry Wealth
    Head Of Paraplanning
    Drewberry Wealth Jun 2017 - Sep 2021
    London / Brighton
    Head of Paraplanning and Operations Management at this prestigious national Wealth Management firm.
  • Swindells Financial Planning
    Paraplanner
    Swindells Financial Planning Nov 2010 - Jun 2017
    Paraplanning function and trainee adviser at this prestigeous independent financial planning firm.Recognising the need for simplicity over complexity, we focus on you as an individual and deliver a highly responsive and bespoke service.We provide clients with three fundamental & key benefits:• An insight and an understanding of their most important goals, aspirations and desires.• Clarity and organisation of their financial affairs.• A long-term and enjoyable working partnership.
  • Alico
    Sales Support - Employee Benefits
    Alico Jan 2010 - Dec 2010
    National sales support function in the Group Risk sector.
    View
  • L&C Pensions
    Crm / Client Services Manager
    L&C Pensions May 2006 - Mar 2008
    Team Leader and Project Manager role for this SIPP, SSAS and annuities provider.
  • L&C Pensions
    Project Manager
    L&C Pensions Oct 2005 - Mar 2007
    Project management for the launch of the company’s new SIPP product.
  • Dentons Pension Management Ltd
    Senior Sipp/Ssas Administrator
    Dentons Pension Management Ltd May 2001 - May 2005
    Specialist SIPP and SSAS senior administrator within this highly regarded firm.
    View

Jonathan Cooper - Dippfs Skills

Retirement Planning Wealth Management Financial Planning Financial Advice Asset Management Estate Planning Investments Asset Allocation Retirement Income Strategies Inheritance Tax Planning Pensions Wealth Accumulation Investment Strategies Savings Portfolio Management Annuities Personal Finance High Net Worth Individuals Wealth Preservation Retirement Investment Advisory Sipp Mutual Funds Life Planning Financial Analysis Strategic Financial Planning Cash Flow Forecasting Financial Advisory Wealth Trusts Wealth Management Services Long Term Care Insurance Holistic Financial Planning Fixed Annuities Personal Financial Planning Financial Services Paraplanning Equities Alternative Investments Financial Planners Investment Management Income Protection Life Insurance Critical Illness Financial Risk Life Coaching Protection Independent Financial Advice Defined Benefit Relationship Management

Jonathan Cooper - Dippfs Education Details

  • King Edwards School, Witley
    King Edwards School, Witley

Frequently Asked Questions about Jonathan Cooper - Dippfs

What company does Jonathan Cooper - Dippfs work for?

Jonathan Cooper - Dippfs works for The Path Financial Limited

What is Jonathan Cooper - Dippfs's role at the current company?

Jonathan Cooper - Dippfs's current role is Head of Client Service Delivery, The Path Financial.

What schools did Jonathan Cooper - Dippfs attend?

Jonathan Cooper - Dippfs attended King Edwards School, Witley.

What skills is Jonathan Cooper - Dippfs known for?

Jonathan Cooper - Dippfs has skills like Retirement Planning, Wealth Management, Financial Planning, Financial Advice, Asset Management, Estate Planning, Investments, Asset Allocation, Retirement Income Strategies, Inheritance Tax Planning, Pensions, Wealth Accumulation.

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