Sep 9, 2015 | STEPHEN JONES
We’re thrilled to announce that we have launched a joint venture with top 100 accountancy firm Creaseys – enabling them to boost expertise and client services.
The joint venture company, which launched 1 September, is called Creaseys Wealth. This joint venture allows the Kent-based firm to deliver a distinctly different approach to managing wealth by combining investment management, tax mitigation, estate planning and risk minimisation.
The new company has hired Ben Waite, who joins from Lloyds Private Bank, to lead the venture and they are looking to bring in further recruits.
Cooper Parry Wealth’s chief executive, Stephen Jones, said there were gains to be made for both parties, as they look forward to working in a new region.
“We’re delighted to be joining forces with Creaseys, a firm who we have worked with for a number of years. Our working model has seen us achieve substantial year on year growth in terms of revenue and assets under management and we look forward to continuing this success working with the team at Creaseys.”
Emma Roberts, chief executive at Creaseys, said: “This will be a different approach to wealth management, with a group brought together to combine all elements of what is a specialist financial area. It is another stage in our planned growth programme.”
Our team at Cooper Parry Wealth have seen a three-fold increase in revenue over the last three years and were recently named as finalists in the Institute of Financial Planning Recognising Excellence Awards for Accredited Financial Planning Firm of the year.
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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