Apr 5, 2019 | STEPHEN JONES
At Cooper Parry Wealth we pride ourselves on many things. The industry awards we’ve won, our unique, client centric proposition and an investment approach that’s based on Nobel Prize-winning theory.
But in 2019 we’re adding something new to that list – we’ve gone green.
“How?” we hear you asking! By ripping up the rule book and not for the first time either!
As a result, we’ve got a new way of presenting our financial plans that’s easy to digest, quick to read and, most importantly, equally as informative as its lengthy predecessor. All on one piece of paper.
We’re now saving 3 whole trees worth of paper every single year!
Obviously, we’re very proud to be able to help the environment but we’re thrilled that it’s happened as a result of prioritising our client focussed proposition – to help you ‘make life count’.
‘Make life count’ is our driving force, it’s what we encourage clients to do.
Whether it’s supporting your children’s education, planning the holiday of a lifetime or simply seeking peace of mind – whatever ‘make life count’ means to you, we want to help you live it.
To achieve this, you shouldn’t have to read extensive reports to get a grip on your investments and current financial situation – we do the same work and research in the background, but the end result is about you!
All of our clients will be introduced to this approach at meetings over the coming months – we’re excited to share this with them and explain the numerous benefits.
If you’re interested in finding out more about our new green initiative, get in touch.
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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