Working For You
Simon Dawes
Managing Director of Wealth Management
Simon is Managing Director of our Wealth Management division. He works closely with the Financial Consultants, Client Relationship Managers and Paraplanners within Cooper Associates Wealth Management.
Simon specialises in providing retirement, investment and tax planning advice to his clients and prides himself on ensuring his clients receive the best financial advice to suit their individual needs.
Before joining Cooper Associates Simon graduated from Durham University before joining a FTSE 100 company where he held a variety of management positions.
In his spare time Simon enjoys playing golf and tennis.
Qualifications
- DipPFS Diploma in Financial Planning
- CII Diploma in Financial Planning
- Long Term Care Insurance (CF8)
- Certificate in Regulated Equity Release (LIBF CeRER)
- Personal Tax & Trust Planning (AF1)
- Financial Planning Process (AF5)
- Pension Transfers (AF7)
- Retirement Income Planning (AF8)
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