Our People
The wealth of experience, knowledge and qualifications of our staff ensures a first class professional service for every area of financial planning...
Advisers
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Gordon has 24 years industry experience, mainly with The Prudential, and he continues to support Prudential clients who no longer have a point of contact. His main focus is on pensions (including personal pension transfers) and investments.
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Ian joined the financial services industry in 1989 and founded Ian Cooke and Partners Ltd in 1993. He is a Fellow of the Chartered Insurance Institute and a Chartered Financial Planner, he holds the advanced financial planning certificate, including papers in Taxation and Trusts, Personal Financial Planning and Pension transfers. Ian specialises in holistic financial planning for individual’s, trusts and companies and is an expert in pensions, Investment and trust planning.
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John has 20 years industry experience gathered from the insurance and banking sector where he was a bank manager for many years. John also teaches A level business and economics at a local college. He specialises in personal financial planning and financial planning for businesses, including the implementation and management of group pension and staff benefit packages.
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Gavin has worked in the Financial Services Industry since 1999, having worked in Wealth Management as an Independent Financial Adviser since 2001. It is hoped that he will attain Chartered Financial Planning status in 2010, and advises clients across a range of financial planning areas.
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Steve made a welcome addition to our practice in 2007. He has 20 years industry experience and specialises in personal financial planning and mortgages.
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Keith has 23 years industry experience and specialises in mortgages and related insurances.
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Mark has worked in the financial services industry for nearly 20 years having started his career providing financial consultancy services for Legal & General and then Standard Life. For the last 13 years Mark has been a part of Ian Cooke & Partners and was made a Director in 2003 when the company became Limited. Mark has successfully achieved an advanced diploma in financial planning and focuses on providing a holistic approach to financial planning incorporating expertise in taxation, trusts, investment strategies and pensions to help his clients.
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Nick started his career 19 years ago advising high net worth clients for a major UK bank before moving to Norwich Union's private client division. He joined our team in 1999 and has been a director since 2003. Having already attained the advanced diploma, Nick is now working through a programme of study and development and hopes to be a Chartered Financial Planner in 2009.
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Support Staff
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Sarah has worked in the financial services industry for over 10 years of which the last 3 has been dedicated to providing support and back-up to Mark Reed. Sarah has extensive knowledge in all aspects of financial administration with specialist knowledge in mortgages.
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Johanna joined the Financial Services Industry in 1994 as PA to the director of a national firm of financial advisers; she then went on to be head of administration managing a team of 10 support staff. Johanna was recruited by us in 2006 as a PA to our managing director and is in charge of overall back office administration and system training to all our members and staff.
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Tracy has over 25 years of financial administration experience. She joined Ian Cooke and Partners Ltd in 1998, primarily as a PA to Nick Upton, Gordon Carter, Steve Lake and John Erasmus. Tracy is a well respected member of the administration team and has gained experience in every aspect of what we do from buy to let mortgages to group admin and offshore bonds.
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Ann has 35 years financial services experience, starting at American Express where she managed a team of 35 staff on a shift basis. Ann joined Keith in 2004 as his assistant. Her role is to provide administrative support relating to mortgages and insurance products.
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Suzanne is currently employed as a PA to Keith Larsson. Previously she worked for 15 years as a PA to the commercial director of a national firm. Suzanne specialises in the administration and tracking of personal and commercial mortgages.
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