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Cooper Associates Group, the South-West-based financial advisory firm that provides mortgage, wealth management and accountancy advice, has opened the doors to its new office in Cheltenham.
The open evening was hosted by rugby player Mike Tindall, and gave the team a chance to introduce themselves to the local area and showcase their new premises.
The business was founded 14 years ago by Lee Cooper and in recent years has met its “ambitious” growth targets of 20%.
In 2022, the business acquired financial associate firm, Pengilly Cox, welcoming four new employees.
CEO Samantha Jackson said she also has ambitious growth plans for 2023, with aims to grow the company by 20% and welcome new members to the team through the Cooper Associates training programme.
The trainee mortgage adviser programme is said to have a “strong track record” of developing second careerists, with no previous advisory experience, into mortgage advisers.
Jackson said: “We’re incredibly excited to be present in Cheltenham. This new office marks the start of a brilliant new step in the business’s journey, and I can’t wait to see what the future holds for Cooper Associates in Cheltenham and the surrounding areas. The team looks forward to welcoming new clients into our office and providing them with friendly, professional, and fuss-free advice.
“It’s important to us that we not only provide residents with financial advice and support, but that we really integrate ourselves into the community and be part of what makes Cheltenham wonderful. Here’s to a great future in this fantastic town.”
