Joseph Cooper

Background

About Joseph Cooper

My clients often tell me they appreciate my open and frank approach and I find this leads me to a better understanding of their circumstances as well as their grasp of what we are doing with their money and why. In an increasingly complex market, the options presented to clients can be overwhelming and I aim to make things as simple and transparent as possible. I always encourage clients to pursue holistic financial planning so that we can ensure the best possible outcome for them. Alongside this I am also able to offer discretionary investment management services tailored to your individual needs. Within 18 months of starting work within the industry I gained full CFP qualification and CAS status. I have been qualified to Diploma level for over 10yrs and have since achieved Chartered Financial Planner status. I am also a Fellow of the Personal Finance Society. My specialisms include- Pensions - Discretionary Investment Management - Tax Planning - Trusts I hold the following industry related qualifications awarded by the CII/PFS: JO1 Personal tax JO2 Trusts (Distinction) JO3 Tax & legal aspects of business JO4 Pension funding options JO5 Pension income options (Distinction) JO6 Investment principles, markets and environments J10 Discretionary investment management J12 Securities advice & dealing AF1 Personal tax & trust planning AF3 Pension planning AF4 Investment planning AF5 Financial planning process RO8 Pensions Update CF8 Long Term Care Insurance