Head Of Client Service Delivery
Current
The Path Financial Limited
Nov 2023 - Present
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Jonathan Cooper - Dippfs Email & Phone Number
Head of Client Service Delivery, The Path Financial
at
The Path Financial Limited
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
The Path Financial Limited
Role
Head of Client Service Delivery, The Path Financial
Location
Brighton, England, United Kingdom
Who is Jonathan Cooper - Dippfs? Overview
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Quick answer
Jonathan Cooper - Dippfs is listed as Head of Client Service Delivery, The Path Financial at The Path Financial Limited, based in Brighton, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Jonathan Cooper - Dippfs.
Jonathan Cooper - Dippfs previously worked as Head of Client Service Delivery at The Path Financial Limited and Financial Planning Operation Manager & Head of Paraplanning at Drewberry™ :: Improving Your Financial Wellbeing. Jonathan Cooper - Dippfs studied at King Edwards School, Witley.
Profile bio
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
Listed skills include Retirement Planning, Wealth Management, Financial Planning, Financial Advice, and 46 others.
Current workplace
Jonathan Cooper - Dippfs's current company
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The Path Financial Limited
8 roles
Jonathan Cooper - Dippfs work experience
A career timeline built from the work history available for this profile.
Financial Planning Operation Manager & Head Of Paraplanning
Sep 2021 - Nov 2023
Head Of Paraplanning
Drewberry Wealth
Head of Paraplanning and Operations Management at this prestigious national Wealth Management firm.
Jun 2017 - Sep 2021
Paraplanner
Swindells Financial Planning
- 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.
- 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.
Nov 2010 - Jun 2017
Jan 2010 - Dec 2010
Crm / Client Services Manager
L&C Pensions
Team Leader and Project Manager role for this SIPP, SSAS and annuities provider.
May 2006 - Mar 2008
Project Manager
L&C Pensions
Project management for the launch of the company’s new SIPP product.
Oct 2005 - Mar 2007
Senior Sipp/Ssas Administrator
Specialist SIPP and SSAS senior administrator within this highly regarded firm.
May 2001 - May 2005
1 education record
Jonathan Cooper - Dippfs education
-
King Edwards School, Witley
FAQ
Frequently asked questions about Jonathan Cooper - Dippfs
Quick answers generated from the profile data available on this page.
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 Path Financial Limited?
Jonathan Cooper - Dippfs is listed as Head of Client Service Delivery, The Path Financial at The Path Financial Limited.
Where is Jonathan Cooper - Dippfs based?
Jonathan Cooper - Dippfs is based in Brighton, England, United Kingdom while working with The Path Financial Limited.
What companies has Jonathan Cooper - Dippfs worked for?
Jonathan Cooper - Dippfs has worked for The Path Financial Limited, Drewberry™ :: Improving Your Financial Wellbeing, Drewberry Wealth, Swindells Financial Planning, and Alico.
How can I contact Jonathan Cooper - Dippfs?
You can use AeroLeads to view verified contact signals for Jonathan Cooper - Dippfs at The Path Financial Limited, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Cooper - Dippfs attend?
Jonathan Cooper - Dippfs studied at King Edwards School, Witley.
What skills is Jonathan Cooper - Dippfs known for?
Jonathan Cooper - Dippfs is listed with skills including Retirement Planning, Wealth Management, Financial Planning, Financial Advice, Asset Management, Estate Planning, Investments, and Asset Allocation.
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