the latest and greatest

REFLECTING ON THE 2021 MARKETS AND WHAT IT MAY MEAN FOR 2022

We take a quick look back at what has happened in the recent past and how best to structure a portfolio today for the years ahead, given that we live and invest...

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Jan 20, 2022 | DAVID HOLMES

NEW FACES: GROWING OUR TALENTED TEAM

Over the past year we’ve been building the Cooper Parry Wealth team. Bringing in new people to support our growth and more importantly support our...

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Jan 20, 2022 | STEPHEN JONES

Financial New Year's Resolutions

Being on top of your personal financial situation is about an all-encompassing feeling of stability, enabling you to tackle whatever comes your way. Here are...

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Jan 20, 2022 | SARAH LORD

TEN TIPS FOR STAYING CALM IN THE FACE OF MARKET UNCERTAINTIES

It’s important to maintain your long term view.  Here are some tips to help keep things in perspective.

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Jan 19, 2022 | SARAH LORD

Tax Year-End Planning: Feel the Relief

April 6th is just around the corner. But don’t fret. Here are our top tips for tapping into all of your tax planning opportunities.

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Jan 13, 2022 | SARAH LORD

Three emotional benefits of working with a trusted financial adviser

It isn’t always about the facts, sometimes it’s about feelings - so this week we’re looking at the emotional benefits of working with a trusted...

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Jan 11, 2022 | EWAN ROSIE