Working For You
James Regan
Financial Consultant
James is a Financial Adviser in the Cooper Associates Wealth Management team.
James specialises in retirement, investment and inheritance tax planning. He has a strong desire to truly understand his clients, developing long-term relationships and offering holistic, bespoke advice to help them reach their unique financial aspirations.
Prior to joining Cooper Associates, James was a professional sportsman, spending four years at Somerset County Cricket Club and also playing in Taunton Town FC’s 2016 FA Cup first round.
James’s passion for sport continues, and in his spare time he can be found playing for local football and cricket teams when he isn’t spending time with friends.
Qualifications
- DipPFS Diploma in Financial Planning