No two people are the same and this extends to each of their financial situations. It’s my job to help understand what your financial position is and to help build a road map to where you’d like it to take you and be there for support and guidance along the way.
Whether that’s telling clients they can afford to retire early, go on that around the world trip or structure their wealth to pass it on to the next generation in the most efficient way.
What’s top of your bucket list?
I ‘d like to do the trek up to Everest base camp, scuba dive on the Great Barrier reef and complete some sort of ultra marathon in a foreign country.
What did you want to be when you were a child?
I thought Steve Irwin was the coolest person in the world when I was little so I thought it’d be cool to be a zoologist and marine biologist.
Best box set to binge-watch?
It has to be, Only Fools and Horses.
Which song gets you on the dancefloor?
My taste in music is too varied for there to be any specific song. But after a few drinks almost anything will get me on the dance floor.
Call: 07522 181582
Email: jaked@cooperparry.com