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MIKE AND JULIE

Mike and Julie have been clients of PKF Cooper Parry for years. We even used to share a building with the international property consultancy where Mike used to be a Partner. Lots has changed since then, and the couple are now loyal Cooper Parry Wealth clients.

“In the late 80s, early 90s, we worked with Cooper Parry on a number of their insolvency cases, where we’d do most of the valuation work.

“We stayed in touch and in 2005, when we were looking for a new office space, we noticed Cooper Parry were looking for someone to move in. We shared a building in Nottingham for the next 7 years.”

“I was looking for even more”

“In 2008, I became an equity partner and therefore self-employed. I was already receiving personal tax advice from Cooper Parry Wealth tax expert, Sarah Axe, but I was looking for even more guidance on how to manage my investments, my Will and so on.

“I began working with David Holmes and the Wealth team - It’s a very good business with some very, very good business people in it.”

“Personal attention”

“I value the personal attention I get – the advice is joined up and my wife and I feel really looked after. There are always people on the other end of the phone to answer any queries we might have.”

“More time to spend with family”

“I don’t really pay any attention to the investment side of things. And Julie pays even less attention to the numbers than me! That’s what we use Cooper Parry Wealth for. It means we have more time to spend with family and doing the things we want to.”

“From noisy neighbours to a fast-growing, different, exciting business"

“I’ve watched Cooper Parry Wealth transform their business and proposition. They’ve gone from being our noisy neighbours to a fast-growing, different, exciting business.

“They’ve certainly moved with the times – much more than any other businesses or their competitors. It’s exciting they’ve moved their proposition to the West Midlands and the South East and they’re getting bigger and bigger.”