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Ewan Rosie

Ewan Rosie

Support Paraplanner (University Placement)

Followers of Ewan Rosie689 followers
location of Ewan RosieNottinghamshire, England, United Kingdom

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  • Timeline

  • About me

    Chief Client Officer at Cooper Parry Wealth, Partner at Cooper Parry

  • Education

    • West Bridgford School

      1998 - 2005
      GCSE and A levels

    • Nottingham Business School, Nottingham Trent University

      2005 - 2009
      BA (Hons) - 2:1 Business Studies, Financial Services, Planning and Management

  • Experience

    • Cooper Parry

      Jul 2007 - Sept 2008
      Support Paraplanner (University Placement)

    • Cooper Parry Wealth

      Sept 2009 - now

      • Chief Client Officer

        Jan 2023 - now

      • Chief Operating Officer

        Jul 2020 - Jan 2023

      • Head of Advice

        Mar 2019 - Jul 2020

      • Wealth Planner

        Nov 2013 - Mar 2019

      • Client Services Team Leader

        May 2013 - Nov 2013

      • Paraplanner

        Sept 2009 - May 2013

    • Cooper Parry

      Jan 2022 - now
      Partner

  • Licenses & Certifications

    • Diploma in Financial Planning (Dip PFS)

      Chartered Insurance Institute

    • Chartered Wealth Manager (MCSI)

      Chartered Institute for Securities & Investment (CISI)

    • Certificate in Financial Planning (Cert PFS)

      Chartered Insurance Institute

    • Certified Financial Planner (CFP)

      Chartered Institute for Securities & Investment (CISI)

    • Investment Management Certificate (IMC)

      CFA UK