Meet Andy

Our Wealth Management Specialist

Andy Cooper

Wealth Management Specialist
Contact me

Andy has worked in the Financial Services industry since 1987 and has extensive experience providing advice and investment solutions to both individual and corporate clients across many jurisdictions.

Andy has a strong understanding of the needs and challenges of clients within the care sector and has identified some common areas of financial planning needs for business owners, their businesses and their employees in the industry. Andy continually nurtures the services that he offers to our clients in line with feedback from business relationships.

His core strengths centre on his ability to build meaningful long term relationships with clients in a friendly, professional and understanding manner.

Andy is an Independent Financial Adviser with and part owner of Platinum Wealth Planning Limited, an Appointed Representative of TenetConnect Limited.

Andy has worked in the Financial Services industry since 1987 and has extensive experience providing advice and investment solutions to both individual and corporate clients across many jurisdictions.

Meet the team

Darren Pollard

President of the Insurance Institute of Sussex & Managing Director, Quality Care Group

Lorrie Maslen

Operations Director

Dom Taylor

Commercial Director

Jade Concannon

Claims Manager

Sarah Evans

Business Support Manager

Lauren Early

Head of Existing Business

Ben Woolger

Business Support Assistant Manager

Zak Edwards

Head of Corporate

Carli Chick

Operations Manager

Alex Ward

Data Analyst

Patricia Gabrielli

Financial Controller

Josh Pollard

New Business Manager

Dean Wallace

Senior Business Development Executive

Lucy Robson

Senior Account Executive

Liam Ellis

Corporate Account Executive

Donna Attridge

Senior Account Executive

Errol Archer

Health & Social Care law expert

Francesca Jeffrey

Partnership Manager

Rebecca Allen

Business Development Executive

Chris Lacey

Finance Manager

Allison Rundle

Finance Assistant

Alan Ford

Marketing Manager

Doug Walsh

Business Development Executive

Emily Whiting

Risk & Claims Manager

Simon van Os

Head of Customer Solutions

Stephen Taylor

Business Development Executive

George Skinner

Comercial Account Handler

Ben Simmonds

Corporate Claims Handler

Georgia Mercer

Commercial Account Handler

Keenan Atkinson-Cox

New Business Executive

Lauryl Rencontre

Business Support Executive

Jack Collins

Commercial Account Handler

Leah Bray

Commercial Account Handler

Lucy Sandle

Business Development Executive

Ruth Florence

Business Development Executive

Sophie Salter

Business Solutions Development Executive

Kieran Maguire

Business Development Executive

Peter Bryant

Energy Analyst

Demianna George

Executive Assistant

Mathew Singleton

Recruitment Manager