Meet the executive team

Our business continues to grow through the excellent reputation of our people

Board of Directors and Executive Team

Lee Cooper

Chairman & Founder

After leaving Durham University, Lee was a Financial Planning Manager for HSBC. He then served as a Director of a large independent financial advisory firm for six years before becoming Chief Executive of Cooper Associates Group in 2008.Lee moved to the role of Chairman in September 2021.

Lee is in a non advisory role and responsible for the group’s strategy.

Samantha Jackson

CEO

As CEO Samantha is responsible for leading the development and implementation of the Group’s short and long term strategy.

Samantha joined the company in 2009 and has held a number of roles within the business, including most recently the position of Group Managing Director.

Having graduated from Cardiff University Samantha joined Cooper Associates in 2008 and was made a director in 2011. Prior to joining Cooper Associates, Samantha worked for a FTSE financial firm in London.

Malcolm Derry

Non-Executive Director

Malcolm works closely with our Board, constructively challenging and helping to develop strategic decisions.

Malcolm has over 30 years’ experience in the manufacturing, service and charity sectors, including running the finance functions for both FTSE quoted companies and Private Equity backed entrepreneurial businesses.

Thomas Jackson

CAM Managing Director

Thomas is the Managing Director of Cooper Associates Mortgages*, responsible for the strategic direction and growth of this division. Prior to his appointment as Managing Director, Thomas acted as a Senior Adviser for a number of years and was also responsible for Adviser Development within the firm.

Prior to joining Cooper Associates, Thomas worked for a FTSE-100 firm as a relationship manager.

Jack Cooper

Director

Jack joined Cooper Associates Group in 2011 from a Senior Management position in the Skipton Building Society.

As an experienced wealth management adviser, Jack is responsible for ensuring each of his clients receive an outstanding advice and service proposition.

Jack is a director of the business and sits on the board.

Kevin Parsons

CAA Managing Director

Following an extensive career with leading accountancy firms Kevin joined Cooper Associates Accountants* as its Managing Director in 2016.

Kevin is a trustee of the Cooper Associates Foundation.

*Cooper Associates Accountants is a separate and distinct business from Cooper Associates Wealth Management.

Diana Cooper

Operations and Finance Director

Diana joined Cooper Associates Group in 2008 from a senior role in a large financial services firm.

Diana provides strategic direction to the operations and finance divisions.

Neil Wyatt

Marketing Director

Neil joined Cooper Associates in January 2018 and is responsible for the marketing strategy within our business.

Neil has over twenty-five years’ marketing experience in a number of industries including the financial services, healthcare, manufacturing and charity sectors.

Neil is a trustee of the Cooper Associates Foundation.

Simon Dawes

Head of Wealth Management

Simon is our Head of Wealth Management. He works closely with the Financial Consultants, Client Relationship Managers and Paraplanners within Cooper Associates Wealth Management.

Simon specialises in providing pension, investment and tax planning advice to his clients and prides himself on ensuring his clients receive the best financial advice to suit their individual needs. Before joining Cooper Associates Simon graduated from Durham University before joining a FTSE 100 company where he held a variety of management positions.

In his spare time Simon enjoys playing golf and tennis.

*Cooper Associates Mortgages is a separate and distinct business from Cooper Associates Wealth Management