Jan 13, 2017 | STEPHEN JONES

Cooper Parry Wealth’s fourth major award in four years

We won the Citywire New Model Adviser Award 2017 for the Midlands

On Wednesday last week, we travelled to London for this year’s New Model Adviser awards. All we knew was that we’d made it to a shortlist of five for this year’s gong, down from over 280 applicants. And we were attempting to win the award for the second year running.

We did it

From our submission, we were recognised for the service we provide to clients, our business performance and how we’ve adapted to growth over the past year. We were also awarded for the way we’ve invested in our business and growing team, and our ambitions for the future.

Fourth in four years

Winning this made it our fourth major award in the last four years. When they pulled our name out of the envelope, CEO, Stephen Jones, joined Associate Paraplanner, Codie Smith, and Administrator, Tom Blanchard to collect the award.

Here’s to the next one

If you’d like to talk to any of our award-winning team, get in touch with either your usual Cooper Parry Wealth contact on 01332 411163. Or, send Stephen a note to stephenj@cooperparry.com

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.


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