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Financial Advisor in Purley

Mark Cooper

I provide independent financial advice in Purley, Surrey, and have over 30 years of financial services industry experience. I provide advice with a key focus on planning for and living through a secure, comfortable, and fulfilling retirement.

I work with clients both pre and post retirement, in Purley, Coulsdon, South Croydon and across Surrey, with particular expertise around the complex areas of Pensions and Investments.

In a friendly, relaxed, but purposeful manner, I provide clear face-to-face advice and guidance at your home or place of work, at a clearly defined cost, with the option of regular reviews, to ensure your financial plans and goals remain on track.

Outside of work, I’m an experienced Quizmaster for local schools, charities, clubs and societies. I’m also a regular supporter and voice on the PA at a local non-league football club, and a keen follower of all two-wheeled motorsport.

Your initial meeting is complimentary.

Financial Advice Services


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My Financial Advice Process

1

At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.

2

I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.

3

I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.

4

As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your investment portfolio remains up to date and will give you regular updates and information regarding your investments.

Financial Guidance