Ewan Rosie

Ewan Rosie has extensive work experience in the wealth management industry. Ewan began their career in 2009 at Cooper Parry Wealth, where they held various roles such as Paraplanner, Client Services Team Leader, and Wealth Planner. In 2019, they became the Head of Advice, and in 2020, they were promoted to Chief Operating Officer. Currently, Ewan serves as the Chief Client Officer at Cooper Parry Wealth, a position they have held since January 2023. In addition to their roles at Cooper Parry Wealth, Ewan also worked as a Support Paraplanner during their university placement at Cooper Parry in 2007, and they recently became a Partner at Cooper Parry in January 2022.

Ewan Rosie attended West Bridgford School from 1998 to 2005, where they completed their GCSE and A levels. Ewan then went on to Nottingham Business School, Nottingham Trent University, from 2005 to 2009 and obtained a BA (Hons) degree with a 2:1 in Business Studies, Financial Services, Planning, and Management. In addition to their formal education, Ewan also holds several certifications in financial planning and investment management from institutions such as the Chartered Insurance Institute and the Chartered Institute for Securities & Investment.