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Ellis Watkins
Associate Director of Wealth Management
Ellis is an Associate Director of Cooper Associates Wealth Management.
Ellis’s role includes supporting our financial consultants as well as projects across the division. He is also actively involved in offering high net worth families, businesses, trusts and charities highly tailored and holistic financial advice covering investments, retirement planning and intergenerational wealth transfer.
Away from the office, Ellis can often be found on the golf course, padel court or Devon seaside.
Qualifications
- DipPFS Diploma in Financial Planning
- Long Term Protection (CF8)
- Retirement Income Planning (AF8)
Education
DipPFS & Cert Cii (MP)
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