Oct 8, 2015 | STEPHEN JONES

Accredited Financial Planning Firm of the Year 2015

We are delighted to announce that Cooper Parry Wealth has been awarded Accredited Financial Planning Firm of the Year 2015 at the Institute of Financial Planning National Conference at Celtic Manor.

This prestigious award is considered by many to be the highest accolade for wealth management businesses in the UK. It is awarded to the firm who has contributed significantly to the development of the Financial Planning profession and shown accelerated growth over the last twelve months.

We are absolutely delighted to have won this major award which is testimony to the hard work and dedication of our excellent team.

It is also reward for our commitment to our clients and our absolute focus on bringing complete clarity to their financial affairs.

Steve Gazzard, CEO of the IFP and one of the judges commented “Cooper Parry have continued to innovate and develop their business since winning the David Norton Building Excellence Award 3 years ago. All applicants showed that they deliver great client service, had made significant contributions to best practice and were delivering real value for shareholders. The judges were hugely impressed with Cooper Parry’s development of values and culture including elements such as office environment, people development, email curfews, staff happiness surveys and unlimited holidays. All of this resulted in a particularly great client experience, reflected in a very high net promoter score.”

Cooper Parry Wealth specialise in providing financial planning, investment management and tax advice to current and retired business owners, professionals, and senior executives and their families.

If you would like to discuss any of the above in more detail, please do get in touch with either your usual Cooper Parry Wealth contact on 01332 411163 or email Stephen Jones.

This communication is for general information only and is not intended to be individual advice. It represents our understanding of law and HM Revenue & Customs practice as at 14 August 19. You are recommended to seek competent professional advice before taking any action. The value of investments and the income from them can go down as well as up, and you may get back less than you originally invested. Past performance is not a guide to the future. The investments described are not suitable for everyone. This content is not personalised investment advice, and Cooper Parry Wealth can take no responsibility for investment decisions you may make as a result of this information. Tax and estate planning advice are not regulated by the FCA.


Send an email to us at iant@cooperparrywealth.com