Oct 2, 2017 | STEPHEN JONES

Looking back on an exceptional year

The last 12 months have been another record year for Cooper Parry Wealth. So, with the dark nights and cooler temperatures approaching, we thought we’d share some of the highlights with you.

Not only did we win another handful of awards, including “Best Financial Adviser to Work For” and the New Model Adviser “Midlands Firm of the Year”, we also did well on the numbers front:

  • We increased our revenue by 40%.
  • We now have more client assets under our advice than ever before – up over 65% in the last year.

More importantly, according to an independent survey by Dimensional Fund Advisers, 100% of our clients would recommend us – we’re very pleased about this one.

And to help us achieve these great results, we have also bolstered our headcount with ten new faces. We’re now a team of 29 with two of our ten new people based in our brand new West Midlands office, giving us a great opportunity to extend our client base.

We’re looking to continue the growth we’ve achieved since we re-modelled our business some years ago. We’ll be looking to add more talent to our team to help us achieve this and ensure we’re providing the highest level of service for our clients. Maintaining great relationships is something we touched on recently in our blog on Dunbar’s number.

And we continue to keep telling everyone who’ll listen that the traditional wealth management model is broken!

We’re really proud of where we’ve got to. Our unique approachgreat team and the way we work is paying off for us but more importantly it’s working for our clients too.

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@cooperparry.com