Working For You

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

Kelly is responsible for providing the Cooper Associates financial advisers with technical administrative support for investments, pensions and inheritance tax planning. She assists by conducting research, tracking down client policies, and working with the advisers to form recommendations. She ensures that all client business is processed in a timely manner.

Kelly joins the paraplanning team after a successful career as a Client Relationship Manager for both the Mortgage and Wealth Management branches of Cooper Associates. Throughout her career she has gained her Financial Diploma and has completed the St. James’s Place Paraplanner Academy.

When not at work, Kelly enjoys spending time on the coast in Cornwall with her husband, two young children and their labrador, Freddie.