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Jim Cooper - Chartered Wealth Manager

Jim Cooper - Chartered Wealth Manager

Army Officer

Followers of Jim Cooper - Chartered Wealth Manager116 followers
location of Jim Cooper - Chartered Wealth ManagerMaidenhead, England, United Kingdom

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  • Timeline

  • About me

    Director & Certified Financial Planner at Radcliffe Cooper Ltd

  • Education

    • Personal Finance Society

      2003 - 2020
      Diploma in Financial Planning Finance

    • Royal Military Academy Sandhurst

      1992 - 1993
      British Army Officer

      Commissioning Course 923

    • Bristol Polytechnic

      1989 - 1992
      BSc (Hons) Applied Chemical Sciences Chemistry 2:2 Hons

    • Ipswich School

      1978 - 1989

    • Chartered Institute for Securities and Investment

      2008 - 2020
      Chartered Wealth Manager & Certified Financial Planner Financial Planning

      Activities and Societies: I have ongoing certification as a Certified Financial Planner (CFP) - an internationally recognised qualification.

  • Experience

    • British Army

      Jan 1992 - Jan 1998
      Army Officer

    • Waitrose

      Jan 1999 - Oct 2000
      Department Manager

    • Nemea Consulting

      Nov 2000 - Jul 2001
      Business Analyst

    • The MarketPlace - Bradford & Bingley

      Nov 2001 - May 2004
      Independent Mortgage & Insurance Broker

    • Executive Advisory Services

      May 2004 - Dec 2006
      Independent Financial Adviser (Senior Consultant)

    • Radcliffe Cooper Ltd

      Jan 2007 - now

      Having built Cooper & Associates Wealth Management as a sole trader, the business had grown to a size where it made sense to incorporate. Permission was received from the Financial Conduct Authority to start trading as Radcliffe Cooper Ltd on 06th August 2014.

      • Director & Certified Financial Planner

        Aug 2014 - now

      • Principal - Independent Financial Planner

        Jan 2007 - Aug 2014

  • Licenses & Certifications

    • Certified Financial Planner

      Financial Planning Standards Board Ltd.
      Oct 2011