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Mark
Cooper CertPFS
Financial
Planner
T:
020 8660 2397
E: mark.cooper@icl-ifa.co.uk
Mark's
key areas of advice and expertise are helping individual
clients and small business owners with pre-retirement
planning to accumulate assets for future
income, understanding their income
options at retirement, and capital
investment for growth and/or income.
Mark's
clients are encouraged to determine the future capital
and income required to enjoy a comfortable and
fulfilling retirement, with the commitment to build and
regularly review their financial plans.
One
advice option, our comprehensive Financial Planning
service called LifeWealth
Design, delivers a full lifetime
financial strategy and shows clients, often for the
first time, their financial future in words, pictures
and numbers.
Mark
joined Informed Choice as a Financial Planner in August
2009 and brings to the team over twenty-five years of
retail financial services experience, including
seventeen as an Account Manager for Standard Life
Assurance Company in London and the South East, working
primarily in the pension and investment markets, before
becoming an Independent Financial Adviser in 2004.
He
lives in Purley, Surrey with his wife Julie and two
children.
You
can contact Mark by calling 020 8660 2397 or by emailing
him at mark.cooper@icl-ifa.co.uk
to arrange an initial discussion about your financial
position and requirements, at our expense and without
obligation.
Qualifications
As
a member of the Chartered Insurance Institute (CII),
Mark will sit his final examination to complete the
Diploma in Financial Planning in late 2009, and already
holds several advanced CII qualifications including G60
(Pensions), SV1 (Savings & Investments) and K20
(Pension Investment Options).

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