What We Do

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.

BIGGER PICTURE ADVICE

Our approach is to look at everything from investments to risk. All with your bigger picture in mind.

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PORTFOLIO SCIENCE

Our way of investing that’s based on Nobel Prize winning research, academic evidence and common sense.

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FINANCIAL EDUCATION

A tailored programme to help business owners, shareholders and executives eliminate financial worries.

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AWARD WINNING
PEOPLE

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.

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OUR THOUGHTS

Keeping you posted with the latest and greatest

Women In Wealth

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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DO YOU KNOW WHAT YOUR ADVISER DOES?

The terms financial planning and financial advice are often used interchangeably, and it’s not always clear what you’re getting.  

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MEET SARAH LORD

We’re delighted to welcome Sarah Lord to Cooper Parry Wealth (CPW) as our first ever Chief Growth Officer.

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