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Christo Nation

Associate Director of Wealth Management

Christo is a Chartered Financial Planner, Fellow of the Personal Finance Society and Associate Director of Cooper Associates Wealth Management.

Christo’s role includes supporting our financial consultants as well as projects across the division. He is also still actively involved in offering his clients holistic financial advice, with specialist areas including Trusts, estate planning, corporate clients and high net worth individuals. Christo is also licensed in advice regarding Defined Benefit pension schemes.

Previously, Christo worked in private equity consulting following a 5-year period founding and running a technology start-up. Christo holds an MBA, a BSc in Business Economics with Advanced Proficiency in French and his Advanced Diploma in Financial Planning.

Outside of work, Christo can often be found hacking his way around local golf courses, playing 5-a-side football and taking on sporting challenges. These challenges have included a cycle ride from Taunton to Paris for the Cooper Associates Foundation. He also enjoys spending time with his wife, three young children and Cockapoo, Lily.

Trusts are not regulated by the Financial Conduct Authority.

Qualifications

  • Pension Transfers (AF7)
  • CII Level 6 Advanced Diploma in Financial Planning
  • Long Term Care Insurance (CF8)
  • Mortgage Advice (CF6)
  • Equity Release (ER1)

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Chris could not have been a more attentive, personal and straight-forward professional if he had tried.

James Morgan