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

Adam is an experienced Independent Financial Adviser at Rosebridge, helping individuals, families, business owners, trustees and attorneys achieve their long-term financial goals through holistic financial planning.

He believes good financial advice starts with understanding what matters most to each client. By looking at the bigger picture and exploring different scenarios, Adam helps clients understand their options and make informed decisions based on a clear plan for their future.

His approach puts planning before products, ensuring that pensions, investments, protection and other financial arrangements have a clear purpose. As an Independent Financial Adviser, Adam can consider the whole market, tailoring recommendations to each client’s objectives and circumstances. His advice spans retirement and pension planning, investments, personal taxation, trusts and estate planning, working alongside other professional advisers where appropriate.

Adam brings nearly 15 years of experience in financial services, including roles in paraplanning, compliance, redress and remediation. This background has given him strong technical expertise and a broad understanding of the complexities involved in financial planning.

Adam holds the CII Diploma in Regulated Financial Planning and has passed the AF1 Personal Tax and Trust Planning examination. He also holds qualifications in Mortgage Advice and Advanced Mortgage Advice and is continuing his studies towards Chartered Financial Planner status.

Outside work, Adam lives with his wife, Lauren, and their twin boys, Harry and Arthur. He enjoys running and spending time with family and friends.