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Sam Bate

Mortgage & Protection Adviser

Sam is a Mortgage and Protection Adviser within the Cooper Associates Mortgages team.

Sam is dedicated to providing an exceptional level of care to his clients and their financial wellbeing, ensuring that they gain a full understanding of the mortgage process and the decisions that they are making. Sam prides himself on his personalised approach to advice, tailoring his recommendations to each client based on their unique needs and aspirations.

Prior to joining Cooper Associates, Sam worked at TSB as a Vulnerable Case Manager where he was dedicated to building strong relationships with his clients. He is committed to transparency and is keen to educate each of his clients not only about mortgages but also the importance of safeguarding themselves and their families through protection policies.

Outside of work, Sam enjoys a variety of sports. He has recently taken up padel and enjoys spending his spare time at the local racket club. He also has a passion for coffee and is on a mission to perfect the recipe.

Qualifications

  • Financial Services, Regulation & Ethics (R01)
  • Mortgage Advice (CF6)

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