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Exciting Cheltenham expansion for Cooper Associates Group following record-breaking year

Cooper Associates Group, the award-winning, South West-based financial advisory firm that provides mortgage, wealth management and accountancy advice, this week celebrated significant growth as it opened the doors to its new office in Cheltenham.

The open evening, which was hosted by world-renowned rugby player Mike Tindall, gave the Cooper Associates team the chance to introduce themselves to the local area, showcase their new premises and tell their business story.

The business was founded 14 years ago by Lee Cooper and has been going from strength to strength ever since. Over recent years, Cooper Associates has met its ambitious growth targets of 20%.

In 2022, the business acquired financial associate firm, Pengilly Cox, welcoming four new employees.

Chief Executive Officer, Samantha Jackson, has ambitious growth plans for 2023, with aims to grow the company by 20% and welcome new members to the team through the Cooper Associates training programme. The trainee mortgage adviser programme has a strong track record of developing second careerists, with no previous advisery experience, into mortgage advisers. Further expansion into Gloucestershire will enable these plans to come to fruition.

She said: “We’re incredibly excited to be present in Cheltenham. This new office marks the start of a brilliant new step in the business’s journey, and I can’t wait to see what the future holds for Cooper Associates in Cheltenham and the surrounding areas.

“The team looks forward to welcoming new clients into our office and providing them with friendly, professional, and fuss-free advice.”

As part of Cooper Associates commitment to the Gloucestershire area, the business has recently become partners of Gloucester Rugby across both the men’s and Gloucester-Hartpury women’s teams.

Speaking about this partnership, Samantha Jackson added: “It’s important to us that we not only provide residents with financial advice and support, but that we really integrate ourselves into the community and be part of what makes Cheltenham wonderful. Here’s to a great future in this fantastic town.”

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