Say hello to…

Late last year, New Model Adviser named us as one of the top 10 fastest growing financial planning firms in the UK. And to support this growth, we’ve bolstered our team.

Say hello to…

Charn, Jack, Abi and Edward.

Charn Baines and Jack Carter are the newest members of our team here in the Midlands. Together, Charn and Jack have formed a specialist tax team within Cooper Parry Wealth. This means we’ll have even more resource and focus when it comes to advising our clients on tax, trusts and estate planning.

Charn’s been advising people on tax for 13 years and will have worked with lots of our clients already. Jack joins us after spending two years working in our audit team. He’ll be supporting Charn when it comes to personal tax returns.

Abi Thomas and Edward Lewis-Smith also join us at our Tunbridge Wells office. They’ll be helping to support Ben Waite as our joint venture with Creaseys continues to go from strength to strength.

Promoting from within

Our team members continue to develop and build on their strengths too. And we continue to promote from within. Following the recent news that Ben Waite was made a Partner at Creaseys, there have also been a number of promotions in the Midlands too.

Back in September, Marie Smith became one of our Wealth Planners. More recently, Marc Patterson became a Senior Administrator. Phil Michou is now a Senior Paraplanner. David Carroll and Tracey Corbett have both become Managers.

So, a big hello to our new recruits. And congratulations to those who’ve been promoted. We think it’s going to contribute to us having another standout year, giving our clients a better experience than ever before.