Working For You
Bev Phelan
Paraplanner
Bev is a Senior Paraplanner who collaborates closely with the Financial Advisers within Cooper Associates Wealth Management.
Bev is responsible for providing technical support and research to our advisers, with a strong commitment to client services. Bev works with our financial advisers to ensure that each client receives personalised and clear advice tailored to their financial needs and goals in a timely manner.
Bev is diploma qualified and has extensive experience in the financial services, having worked in the industry since 1994.
Outside work, Bev enjoys spending time with her family, with walks on Exmoor and beach activities at Staunton Sands.
Qualifications
- CII Level 4 Diploma in Financial Planning
- CII Financial Planning Certificate
- Certificate in Life and Pensions
- Pension Income Options (J05)