Adam Cooper BSc (Hons), DipPFS, Cert CII (SMP)

Adam’s journey with Rosebridge began in November 2023. He joined as a Client Relationship Manager for Jane O’Hara, an award-winning Chartered Financial Planner. Collaborating closely with Jane, Adam’s Client Relationship Manager responsibilities include financial planning, research, crafting financial plans, and producing reports. These tasks help meet the unique needs of our valued clients.

With over 10 years of experience of working in the finance sector, Adam has honed his skills in building and maintaining client relationships. He has worked closely with a diverse clientele, each with unique needs and objectives. Furthermore, Adam possesses a wealth of knowledge in financial planning and mortgage advice.

Adam is committed to professional development. He has achieved diploma qualifications in Financial Planning and a Certificate in Advanced Mortgage Advice. Currently, he is on the path to obtaining Chartered status with the Chartered Insurance Institute. Adam aspires to transition into an advisory role in the future.

Outside of work, Adam and his wife Lauren are busy raising their energetic twin boys, Harry and Arthur, along with their two dogs, Simon and Colin. They spend most of their time at soft play areas or the zoo. They cherish any spare moments to relax and spend time with family and friends.