Jonathan Cooper

Senior Paraplanner

Overview

Jonathan Cooper (DipPFS) is Drewberry's Senior Paraplanner. He plays a big role in supporting our team of Wealth advisers in everything they do.

T: 01273060041

Mon-Fri 09:00-17:30

jonathan.cooper@drewberry.co.uk

Pension Advice

Investment Advice

Tax Planning

Quick Fire Questions

Tea or Coffee?
Yes, please

Biscuit or Cake?
Biscuit

Cats or Dogs?
Always dog

What animal are you?
I'd like to be a bear and if you're going to be a bear, be a grizzly (one for the Cannonball Run fans out there)!

Favourite colour?
Orange

Favourite Song / Artist
Impossible to say – Arcade Fire, Pixies, David Bowie are always good go-tos

Biggest Life Lesson
Measure twice, cut once

Favourite Destination
Rio de Janeiro, Brazil, but anywhere in South America will do

Jonathan's role at Drewberry

Jonathan was brought on board at Drewberry to support the rapidly-growing Wealth team in everything they do. His extensive financial services background, qualifications and knowledge of the administrative ins and outs of the industry means he's incredibly well-placed to help our Wealth advisers and their clients with all their financial planning needs.

Qualifications

Jonathan has earned his Diploma in Financial Planning and his Advanced Pension Planning qualification.

Who is Jonathan Cooper?

Jonathan has 15 years of experience working in the financial services sector. In that time, he's worked for both financial product providers and, for the last seven years, he's been a Senior Paraplanner, providing expert holistic wealth management technical support to advisers. Jonathan also recently earned his Advanced Pension Planning qualification, passing with distinction.

What else does Jonathan do?

Jonathan is a husband and father as well as a runner, cyclist, Brighton & Hove supporter, spicy food fanatic and red wine enthusiast (but not necessarily in that order)!

What our clients say...

Drewberry guided me through the process

A Larsen – 30/06/2017

Drewberry were able to guide me through the process, find the right product and supplier for me, and answer all my many questions along the way.

Would definitely recommend

S Leeson – 16/06/2017

Although everything was done over the phone it still felt as if it was face to face. I was taken through all the options open to me and made me aware of all the pros and cons. Would definitely recommend.

Verified Buyer

Overall Rating

The whole process was a pleasure. Drewberry we're easy to deal with, polite, knowledgeable and helpful

Sam Carr provided a professional but enthusiastic service and helped make the whole process very straight forward. Goodness knows I have been through enough application forms recently. My insurance product was never going to be easy to find and I had been rejected on a number of other occasions through others ironically due to well managed common health conditions. I identified Drewberry in a last and disappointing trawl on th web to find someone that actually wanted to take on a difficult case like me. Some brokers wouldn't even consider me. When we applied for my first choice product Sam wasn't at all deterred by the long wait for my GP report or the final rejection that came back from the insurer, sadly I have become used to it. Within a day he had lined up the second choice and to my surprise he had hit the nail on the head and introduced me to the correct insurer and terms for my needs whilst nogotiating an excellent premium. I am extremely satisfied with what Sam has achieved for me and I would have no hesitation in recommending either him or Drewberry to friends, family and and business contacts. In the future, Drewberry will be my first point of contact. Many thanks!