Dec 12, 2023 | STEPHEN JONES
OUR WORK. YOUR WORDS
Thank you for all the feedback you provided in the Spring, scoring an average of 4.6 out of 5 for client satisfaction. It was a delight to read your comments and to share them with the team. This insight is incredibly valuable to us, helping direct our future approach. Thank you.
MORE AMBITION. MORE AWESOME PEOPLE
In 2023 we welcomed a host of new team members to the Cooper Parry Wealth team through our acquisitions of Chamberlyns, Creaseys Wealth and Future Perfect.
We now have 70 brilliant individuals at CPW. And there are plenty more exciting announcements to come as we continue crafting a market-leading team and experience for all our clients.
CULTURE REMAINS KEY
As we grow, our number one priority is maintaining the culture that made Cooper Parry Wealth an exceptional place to be in the first place.
That’s why we’re delighted to say, that for the seventh year, we made it into the UK’s Top 100 Best Companies to Work For list, based on our people’s feedback.
BECOMING B CORP
In March, it was announced that we’d become a Certified B Corporation.
B Corps are businesses putting people, planet and profit on the same plane. They’re redefining success and using growth as an opportunity to make a wide-reaching, long-lasting, positive impact on their employees, communities, and the environment.
Now, we’re targeting Net Zero by 2030, with a 50% reduction in our greenhouse gas emissions by 2026.
NEW MODEL ADVISER TOP 100 – ONCE AGAIN
Each year, this list celebrates the financial planning firms going above and beyond for their clients.
It’s based on client satisfaction, employee training, investing in new talent, use of technology, giving back to the community and ESG initiatives. All of which are so important to us here.
TEAM NEWS
Another fantastic, memorable year. 2024, show us what you’ve got. We can’t wait.