About JONATHAN COOPER
Jonathan Cooper, DipPFS
Head of Client ServicingJonathan has been working in the Financial Services industry for over 2 and a half decades. In that time, he has seen the industry develop into one that is much more focused on the right outcomes for clients.
He joined the Path to help continue this evolution. Where it is possible to help clients make their hard-earned savings work for their own futures, and that of people and planet.
With a wealth of experience and qualifications to his name, Jonathan is focused on delivering the benefits of ongoing financial planning to all our clients. A true believer that proper financial planning can help define and deliver clients’ goals and ambitions.
:jonathan.cooper@thepath.co.uk
:03330 503 300, ext. 825
Posts by Jonathan Cooper
Reporting for 2023/24 Tax Year
A tightening personal tax net now means more and more investors will be required to file a Self-Assessment Tax Return and settle any liabilities due or face penalty charges from HMRC.
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