Adam Cooper BSc (Hons), DipPFS, Cert CII (SMP)
Client Relationship Manager
About Adam
Adam’s journey with Rosebridge started in November 2023, as a Client Relationship Manager for Jane O’Hara. Collaborating closely with Jane, his responsibilities include comprehensive research, crafting financial plans, and producing reports to meet the unique needs of our valued clients.
Having worked in the finance sector for over 10 years, Adam has honed his skills, working closely with a diverse clientele, each with unique needs and objectives. He has a wealth of knowledge and experience.
Committed to professional development, Adam has achieved his diploma qualifications in Financial Planning and his Certificate in Advanced Mortgage Advice. He is currently on the path to obtaining Chartered status with the Chartered Insurance Institute, aspiring 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, alongside their two dogs, Simon, and Colin. Spending most of their spare time at soft play or the Zoo and cherish any spare moments they have to relax and spend time with friends and family.