Mark Cooper

Mark Cooper Email and Phone Number

Financial Planner @ Finli (FA92)
Taunton, GB
Mark Cooper's Location
Taunton, England, United Kingdom, United Kingdom
Mark Cooper's Contact Details

Mark Cooper personal email

n/a
About Mark Cooper

With over 33 years as a Financial Adviser, 26 years of them in Private Practice, my desire to assist people make the most of their finances and the opportunities life presents them is still as strong today as it was back in 1983. The only difference is that I now have many more qualifications and more importantly, 33 years of life, business and financial planning wisdom to share.With numerous qualifications gained over the years, including the Diploma qualification required by all Financial Advisers wishing to remain practicing after 2012, I am now working towards and well on the way to becoming Chartered.Although I have experience in all aspects of Financial Consultancy, my goal is to work with 80 clients, helping them to achieve their “NUMBER” i.e. establish and achieve their ideal lifestyle by way of focused Financial Life Planning.Specialties:Life PlanningFinancial PlanningLifestyle Financial PlanningLifetime Cashflow ModellingEstate, Legacy and Social Impact Planning

Mark Cooper's Current Company Details
Finli (FA92)

Finli (Fa92)

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Financial Planner
Taunton, GB
Website:
fa92group.com
Employees:
117
Mark Cooper Work Experience Details
  • Finli (Fa92)
    Financial Planner
    Finli (Fa92)
    Taunton, Gb
    View
  • Beaufort Financial (Taunton)
    Financial Planner & Md
    Beaufort Financial (Taunton) Dec 2014 - Present
    First Floor 51/52 High Street, Taunton, Somerset, Ta1 3Pr
    Independent Financial Advisers specialising in Personal and Corporate Financial Planning and Wealth Management. http://www.beaufortfinancial.co.uk/taunton
    View
  • Grosvenor Financial Services
    Director
    Grosvenor Financial Services May 1990 - Present
    Independent Mortgage and Protection Consultancy specialising in providing personal and corporate mortgage and protection solutions to private and referred clients.
  • Moneywise Financial Management
    Principal
    Moneywise Financial Management Sep 2003 - Dec 2014
    Independent Financial Adviser specialising in personal and corporate retirement solutions, wealth and asset management, lifestyle and lifetime cashflow forecasting to private and referred clients.This business was consolidated into Beaufort Financial Planning South West in December 2014

Mark Cooper Skills

Strategic Financial Planning Investments Financial Advisory Retirement Financial Planning Pensions Financial Services Retirement Planning Wealth Financial Planners Asset Management Income Protection Inheritance Tax Planning Life Coaching Investment Strategies Personal Finance Asset Managment Wealth Management

Mark Cooper Education Details

  • Secondary
    Secondary
    General Education

Frequently Asked Questions about Mark Cooper

What company does Mark Cooper work for?

Mark Cooper works for Finli (Fa92)

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

Mark Cooper's current role is Financial Planner.

What is Mark Cooper's email address?

Mark Cooper's email address is ma****@****puk.com

What schools did Mark Cooper attend?

Mark Cooper attended Secondary.

What skills is Mark Cooper known for?

Mark Cooper has skills like Strategic Financial Planning, Investments, Financial Advisory, Retirement, Financial Planning, Pensions, Financial Services, Retirement Planning, Wealth, Financial Planners, Asset Management, Income Protection.

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