We're all about sound investment advice, of course! But you’ll walk away with a plan that also covers how to manage risk, how to structure your investments, how to keep tax to a minimum and how to create a legacy.
Our approach is to look at everything from investments to risk. All with your bigger picture in mind.
Find Out More
Our way of investing that’s based on Nobel Prize winning research, academic evidence and common sense.
Find Out More
A tailored programme to help business owners, shareholders and executives eliminate financial worries.
Find Out More
We achieve great things for our clients and that’s what matters most to us. But we’re proud to say our effort and different approach has won us external recognition too.
CHECK IT OUT"We’re very involved in our finances and like to understand the detail, Cooper Parry Wealth work with us to ensure we’re on track each year....
read on
"We have a great relationship with Cooper Parry Wealth, the team is always welcoming and so is the office! I would recommend them to any...
read on
Keeping you posted with the latest and greatest
Deciding on an investment strategy is a big decision; some choose to manage their money themselves, others take the guidance of a wealth manager. More...
read on
We had a chat with one of our in-house pension pundits, Abi Thomas, to talk all things State Pension, being ‘contracted out’ and not ending...
read on
After much speculation and three weeks on from Rishi Sunak’s Spring Budget, a series of papers were published in a low-key manner by the Government...
read on
