Working For You

Amanda is a Paraplanner collaborating closely with the Cooper Associates Wealth Management Financial Advisers.

Amanda works alongside our financial advisers, providing technical administrative support for pensions, investments and inheritance tax matters. With a strong commitment to efficiency and compliance, Amanda ensures that all client business is processed accurately and in a timely manner, upholding the highest standards of regulatory adherence.

Amanda’s expertise and dedication are evident in all her tasks, from managing complex transactions to preparing detailed documentation.

Amanda’s career in the financial services industry began in 2015, and she has since amassed a wealth of experience which includes four years as a financial adviser. This background has equipped her with a comprehensive understanding of financial planning and client needs, which allows her to bring valuable insight and a client-focused approach to her work.