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.
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Our way of investing that’s based on Nobel Prize winning research, academic evidence and common sense.
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A tailored programme to help business owners, shareholders and executives eliminate financial worries.
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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"CPW has managed our wealth for ten years and during that time we have been very satisfied with every aspect of our dealings and look...
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"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....
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"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...
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Keeping you posted with the latest and greatest
‘ESG’ - the latest abbreviation to hit the wealth management scene. It stands for environmental, social and governance and you may have seen it referred...
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Today saw the second Budget of 2021. Rishi Sunak’s alleged pre-speech ritual includes a Twix and a can of Sprite. But did it add any...
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Meet Marie, she’s our Wealth Relationship Director, who’s bucking the trend in the traditionally male sector of wealth management.
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