Geoff Cooper

Head of Investment Management, Chartered Wealth Manager – Chair of the Investment Committee

What matters most to our team both at work and in personal time:

Professionally – creating a dynamic investment process to keep pace with evolving financial conditions matters to me.  Also, working with our financial planning team to provide clarity to our clients on our investment strategies.

Personally – at home it’s all about quality time with my wife and daughters.  Just add family, friends, good food and fine wine.

My experience

I am a Fellow of the Chartered Institute for Securities and Investment and I’ve been working in wealth management for over 27 years, with experience of delivering

  • Portfolio Construction
  • Asset Allocation
  • Investment Management


  • Chartered Wealth Manager


Meet the rest
of our team

As financial planners and wealth managers our commitment to building long-term relationships with clients comes through our ability to provide holistic financial planning solutions.

Meet the team

Get in touch today

We’ve built long lasting relationships on the strength of a good conversation, if you are looking for wealth management and independent financial planning advice or have any questions about the services we offer, please do get in touch.

T. 01223 233331


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