Rory Cooper
Associate Wealth Planner
Based in Leamington Spa
DipFA
CeMAP
Rory has worked in financial services for over 15 years, including with NFU Mutual and Barclays, before joining Succession in April 2019 as a Paraplanner.
Rory progressed to the role of Senior Technical Paraplanner in 2023 before moving into an Associate Wealth Planner role in October 2024. This career path has helped Rory develop extensive knowledge and experience relating to financial planning, which he is now able to draw on when delivering expert advice directly for our clients.
"Based in Leamington Spa, I am a very keen sportsperson – both watching and playing football, golf and cricket. I also love to travel and have been lucky to visit over 50 countries, whilst combining those two passions to see the Ashes in Australia; Lions tour New Zealand; and Ryder Cup in Rome.
My work and professional development is now very much my focus; I look forward to delivering financial advice of the highest quality with Succession Wealth and our clients, for many years to come."
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