the latest and greatest

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HIGHLIGHTS OF THE 365 GONE BY

As 2023 comes to a close, we’d like to thank you for your continued support and share with you our highlights from the past 12...

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Dec 12, 2023 | STEPHEN JONES

CPW FL Week 4
Female Leaders Series: How your wealth could make the world of difference

How your wealth can make a world of difference. Protecting the planet, donating to charities, or even supporting fellow female leaders.

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Nov 20, 2023 | MARIE SMITH

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Female Leaders Series: 5 Top tips to plan your financial future

Plan Your Financial Future With 5 Top Tips. This short piece is less than 3 minutes long, but the 5 tips inside could give you...

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Nov 14, 2023 | MARIE SMITH

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PortfolioScience

A guide to our investing principles: PortfolioScience

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Oct 12, 2023 | STEPHEN JONES

YOUR SAY - 2023 CLIENT FEEDBACK

Check out our latest client feedback here

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Sep 12, 2023 | EWAN ROSIE

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CREATING THE NEXT GEN ACCOUNTANCY FIRM

As part of the Cooper Parry family, we wanted to tell you about an exciting deal which has just been announced.

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Sep 7, 2023 | STEPHEN JONES

Sitting on the Fence Syndrome
Do you have 'sitting on the fence' syndrome?

‘Sitting on the fence’ syndrome is a new phrase the financial press is using to describe current investor sentiment.  Do you have it? Find out...

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Aug 10, 2023 | EWAN ROSIE

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RETURN FISHING WITH A WIDE NET

Despite the doom and gloom of rising interest rates, elevated inflation, the fear of a wide recession and the continued war in Ukraine, global equity...

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Jul 27, 2023 | SUE ROYLE

NEW FACES. NEW ROLES. ONE HUGE VISION

Halfway through 2023, and the Cooper Parry Wealth team continues to go from strength to strength. We’ve welcomed a wave of new faces and promoted...

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Jul 27, 2023 | STEPHEN JONES

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WILL YOUR WEALTH LAST YOUR LIFETIME?

Money and financial security can’t guarantee happiness and a stress-free life. But, they can definitely help us move towards it.

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May 9, 2023 | STU HILL

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WE'RE NOW B CORP CERTIFIED!

We’re delighted to announce that we are now a Certified B Corporation. 

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Apr 17, 2023 | STEPHEN JONES

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BRILLIANT ACQUISITION. PERFECT FUTURE

We're delighted to welcome successful London-based financial planning business Future Perfect and their clients to the Cooper Parry Wealth family...

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Apr 4, 2023 | STEPHEN JONES

Lessons from Loss
Lessons from loss

Our Chief Client Officer, Ewan Rosie, reflects on his experience of losing his father and considers how important it is to have your wealth planning...

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Apr 2, 2023 | EWAN ROSIE

Spring Statement 2023. RIP the Pensions LTA!

Whilst Jeremy Hunt called his first statement, a ‘budget for growth’ no doubt with his eye on the country going to the polls in a...

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Mar 17, 2023 | JONATHAN ELSIGOOD

END OF YEAR TAX PLANNING: OUR TOP TIPS

The end of the tax year on 5th April is just around the corner. But don’t fret. Here are our top tips for tapping into...

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Feb 22, 2023 | JONATHAN ELSIGOOD

FIVE FINANCIAL STEPS FOR THE YEAR AHEAD

Like it or not, this time of year is a great time to review, re-set and re-boot our habits for health and productivity. Here are...

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Jan 5, 2023 | JONATHAN ELSIGOOD

LET’S TAKE A LOOK BACK AT THIS YEAR’S HIGHIGHTS

As 2022 comes to a close, we’d like to thank you for your continued support and share with you our highlights from the past 12...

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Dec 13, 2022 | STEPHEN JONES

Autumn Statement 2022. Taxes Up. Spending Down.

The Autumn Statement brought a number of tax changes that will impact Wealth clients – some expected and some unexpected. Read our full insight here...

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Nov 17, 2022 | JONATHAN ELSIGOOD

ROLLING WITH THE PUNCHES

So far this year both stock markets and bond markets have suffered losses. Some journalists and investors question whether the 60/40 portfolio is dead. We...

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Nov 3, 2022 | EWAN ROSIE

KEEP YOUR EYES ON THE PRIZE

Given the turmoil currently surrounding the revolving doors at No 10 and No 11 Downing Street, it’s no surprise that investors are feeling unsettled. None...

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Oct 25, 2022 | JONATHAN ELSIGOOD

MINI BUDGET. MASSIVE CHANGES. OCTOBER 2022

Read our thoughts on the impact the Mini-Budget will have on the markets

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Oct 17, 2022 | JONATHAN ELSIGOOD

Trust registration deadline

You have until 1 September 2022 to register trusts via Government Gateway - you might get fined if you miss this!

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Aug 8, 2022 | ABI THOMAS

Investment Markets - Stick, or twist? Part 2!

Are you sitting on a larger amount of cash? Is now the right time to invest?

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Jul 11, 2022 | EWAN ROSIE

YOUR SAY - CLIENT FEEDBACK

We want to give our clients the best service possible. No half measures. To help make this happen, we ask our clients to tell us...

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Jul 7, 2022 | EWAN ROSIE

THE VISION IS REALITY. THE REALITY IS AWESOME. AND WE’RE SHAKING EVERYTHING UP ONCE AGAIN

After many months of planning, we’re delighted to announce that Cooper Parry Wealth has just partnered with Waterland Private Equity. Some of you may have...

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Jul 4, 2022 | STEPHEN JONES

Investment Markets - Stick, or twist?

You may have noticed that investment markets have been volatile lately. Typically, there has been lots of scary headlines in the press around high inflation,...

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Jun 23, 2022 | EWAN ROSIE

Riding the regular waves of uncertainty

So far, 2022 is proving to be a challenging year for all investment markets; a COVID lockdown again in China, the war in Ukraine, increases...

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May 16, 2022 | EWAN ROSIE

Know your number - your bigger picture

We often talk about knowing your number. However, you can only know your number, once you understand what’s important to you. Your Bigger Picture. The...

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Apr 25, 2022 | SIMON WILLIAMS

Holiday planning

After more than two years of social distancing, virtual schooling, and lockdowns, who’s not itching to hit the open road? In this article we focus...

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Apr 25, 2022 | BRENDAN SCALLY

Making the most of the 22/23 tax year

With 2022 set to be pretty tough on our finances, it’s important make sure you’re clued up on those changes to keep 22/23 year to...

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Apr 25, 2022 | CODIE SMITH

Ukraine support

The war in Ukraine is beyond comprehension for most of us. The desire to do something practical to help really took hold quickly here at...

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Mar 24, 2022 | SARAH LORD

GLOBAL STOCK MARKET VOLATILITY. UNCERTAIN TIMES.

As the terrible events in Ukraine continue to unfold, it’s unsurprising that we’re also seeing global stock markets react negatively to such awful circumstances. The...

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Mar 4, 2022 | EWAN ROSIE

PENSIONS ARE NOT BORING!

Here are my top 5 reasons why pensions are not boring and have a role to play in your financial plan!

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Feb 21, 2022 | SARAH LORD

CRYSTAL BALL GAZING – YOU CAN'T ALWAYS PREDICT THE FINANCIAL FUTURE

You’ll have heard the saying ‘the only certainty in life is death and taxes’. A bit morbid but probably true given how uncertain the world...

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Feb 21, 2022 | EWAN ROSIE

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 | JONATHAN ELSIGOOD

Tax Year-End Planning: Feel the Relief

The end of the tax year on 5th April is just around the corner. But don’t fret. Here are our top tips for tapping into...

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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

TIS THE SEASON TO BE JOLLY GENEROUS (AND SAVE SOME TAX)

Christmas is a time for exchanging gifts, and spending time with family and friends. With the festive season upon us there’s no better time to talk about gifting.

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Dec 14, 2021 | MARIE SMITH

2021 IN REVIEW

This was the year when we all became a bit more used to living with the impact of Covid upon our personal and working lives....

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Dec 14, 2021 | STEPHEN JONES

SUSTAINABLE GIFTING INSPIRATION

Sustainability is becoming increasingly essential across all that we do. Gifting doesn’t need to be any different.

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Dec 14, 2021 | EWAN ROSIE

COP 26 - HOW YOUR INVESTMENTS COULD MAKE THE WORLD OF DIFFERENCE

‘ESG’ - the latest abbreviation to hit the wealth management scene. It stands for environmental, social and governance and you may have seen it referred...

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Nov 15, 2021 | EWAN ROSIE

AUTUMN BUDGET: WHAT DIFFERENCE DID A TWIX AND CAN OF SPRITE MAKE?

Today saw the second Budget of 2021. Rishi Sunak’s alleged pre-speech ritual includes a Twix and a can of Sprite. But did it add any...

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Oct 28, 2021 | JONATHAN ELSIGOOD

Women In Wealth

Meet Marie, she’s our Wealth Relationship Director, who’s bucking the trend in the traditionally male sector of wealth management.

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Oct 14, 2021 | MARIE SMITH

DO YOU KNOW WHAT YOUR ADVISER DOES?

The terms financial planning and financial advice are often used interchangeably, and it’s not always clear what you’re getting.  

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Oct 8, 2021 | ABI THOMAS

Feeling wanderlust? Let's talk dream trips

Holiday season's here. Restrictions are gradually lifting. How are you going to Make Life Count?

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Aug 12, 2021 | JONATHAN ELSIGOOD

The unhelpful noise of short-term performance

Investing is simple, but not easy. The decision to invest in the first place requires foresight, as well as discipline.

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Jun 24, 2021 | JONATHAN ELSIGOOD

5 phrases you may never want to hear again

The end of the roadmap might be delayed but the end of the pandemic is still very much in sight. Will the 19 July also...

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Jun 16, 2021 | JONATHAN ELSIGOOD

Separating the wood from the trees

Woodford is hitting headlines once again. Does the name ring a bell?

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May 28, 2021 | JONATHAN ELSIGOOD

Crypto craziness

Just because something has gone up spectacularly, is receiving lots of press attention and is pulling in yet more people – it doesn’t mean it’s...

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May 24, 2021 | JONATHAN ELSIGOOD

Five star funds – the facts

Fund ratings focus on recent, short-term performance as opposed to long-term, sensible structure.

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May 18, 2021 | JONATHAN ELSIGOOD

The Next Stock Market Crash Is Coming - Here’s How To Avoid It

Have you seen headlines like this in the financial press recently? Where do you turn, who should you believe and most importantly what do you...

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May 10, 2021 | SIMON WILLIAMS

Coconuts versus sharks

Humans are irrational. A pretty bold statement! But we so often find it hard to put risk into perspective.

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May 4, 2021 | EWAN ROSIE

What could increased inflation mean for investors?

Here we’re chatting to Relationship Partner, Jonathan Elsigood, about inflation. There’s been a lot of media speculation about rising inflation and what this could be...

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Apr 26, 2021 | JONATHAN ELSIGOOD

Leverage: not without risk

Leverage, often referred to in investing as a ‘double-edged sword’, is another word for borrowing money to own more of an asset.

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Apr 20, 2021 | JONATHAN ELSIGOOD

The dilemma of doing the right thing

Deciding on an investment strategy is a big decision; some choose to manage their money themselves, others take the guidance of a wealth manager. More...

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Apr 12, 2021 | EWAN ROSIE

Puzzling pensions! Don’t get caught out

We had a chat with one of our in-house pension pundits, Abi Thomas, to talk all things State Pension, being ‘contracted out’ and not ending...

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Mar 29, 2021 | ABI THOMAS

TAX DAY. MUCH ADO ABOUT NOT A LOT. YET.

After much speculation and three weeks on from Rishi Sunak’s Spring Budget, a series of papers were published in a low-key manner by the Government...

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Mar 24, 2021 | JONATHAN ELSIGOOD

Corona Crash One Year On  – What Have We Learnt?

Every market crisis is different from the last, but there are enduring lessons which we believe can make us all better investors…  

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Mar 15, 2021 | EWAN ROSIE

Getting ready for tax year end

Tax year end is fast approaching so we spoke to some of the team to get their top tips on how you can prepare... 

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Mar 8, 2021 | JONATHAN ELSIGOOD

A far reaching budget for businesses and individuals

It was always going to be an unusual Budget. The last year has taught us that. And the rest. And when Rishi Sunak stated that...

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Mar 4, 2021 | JONATHAN ELSIGOOD

What could budget day have in store for investors?

This week we’re in conversation with Relationship Partner, Jonathan Elsigood, about tomorrow’s Spring budget announcement from the chancellor, Rishi Sunak…

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Mar 2, 2021 | JONATHAN ELSIGOOD

Putting a positive foot forward

Here we highlight some of the feel good insights for 2021 so we can all move forward with hope for a brighter year…  

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Feb 22, 2021 | SARAH LORD

The madness of markets

As an investor, it’s generally not a bad idea to ignore what’s going on in your portfolio most of the time. At the very least it...

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Feb 19, 2021 | JONATHAN ELSIGOOD

Social media: the latest era of financial advice

Fresh off the back of the reddit – Gamestop story comes a Financial Conduct Authority (FCA) warning about risky advice being given on social media...

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Feb 11, 2021 | EWAN ROSIE

Bitcoin and bandwagons

Bitcoin, reddit, Gamestop and Wall Street. You’ve probably been unable to avoid this story over the last couple of weeks! We’re digging a little deeper…

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Feb 2, 2021 | JONATHAN ELSIGOOD

Avoiding separation setbacks

This week we’re looking at ten things to consider if you’re dealing with divorce. It’s important to understand your individual financial situation so that you...

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Jan 28, 2021 | KAREN RITCHIE

Getting on top of your finances in 2021

2021 might be the year you’ve decided to really get on top of your personal finances or maybe lockdown 3.0 has left you with that...

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Jan 14, 2021 | SARAH LORD

Ending 2020 on a positive

At the timing of writing, it’s looking highly likely global equities will finish the year slightly up on where they started. Now that’s something none...

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Dec 17, 2020 | JONATHAN ELSIGOOD

CPW named Best Adviser Firm in the UK!

We're so pleased to share that we've won two International Adviser awards - Best Adviser Firm and Excellence in Marketing. 

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Nov 26, 2020 | EMILY BAKER-GAUNT

Following Trump’s exit... it's time for Brexit!

Back in 2016 when Trump was elected, and Britain had opted to leave the European Union we’re pretty sure none of us could have imagined...

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Nov 12, 2020 | JONATHAN ELSIGOOD

The US election - another unknown in 2020!

We thought we might be writing this with a confirmed winner but in true 2020 style things haven’t played out in a straightforward way!

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Nov 5, 2020 | EWAN ROSIE

As the clocks fall back, keep moving forward

Simply looking at what’s happened in the recent past isn’t going to set you up for the future and ultimately could become a costly distraction.

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Oct 29, 2020 | JONATHAN ELSIGOOD

A taxing case

We wanted to update you on a supreme court ruling that’s been years in the making – it’s good news so don’t worry if you’re...

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Oct 23, 2020 | ABI THOMAS

Ear plugs at the ready

Have you ever felt the rage of sleeping next to a snorer? It’s not dissimilar to the noise around stock markets in the media –...

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Oct 15, 2020 | EWAN ROSIE

Financial Planning Week: the useful bits

Here we’ve gathered some useful videos and blogs so you can access everything from financial planning week in one place – browse at leisure and...

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Oct 8, 2020 | STEPHEN JONES

The CX factor! Client experience at CPW

Ahead of global CX day we wanted to take a moment to talk about what it means, how its evolving during the pandemic and how...

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Oct 2, 2020 | EMILY BAKER-GAUNT

Changes to NS&I interest rates

NS&I have today announced that they will be dramatically reducing the interest paid on its saving accounts at the end of November (24th to be...

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Sep 21, 2020 | JONATHAN ELSIGOOD

The US market and the FAAMGs

It can be a challenge to understand the disconnect between what’s happening in the economy and what’s happening in the markets. How can some stocks...

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Sep 18, 2020 | JONATHAN ELSIGOOD

Politics, elections, and stock market returns

We’re fast approaching the next US Presidential election which will take place in November. Can we take anymore twists and turns in 2020?

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Sep 10, 2020 | JONATHAN ELSIGOOD

Introducing myCPW – our new client portal

We want you to feel free to live your life the way you desire, knowing your financial situation is being taken care of. That’s why we’re launching a system...

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Aug 28, 2020 | EWAN ROSIE

Pension annual allowance… are you a winner or loser?

This week we’re talking pension annual allowances and the changes that were introduced at the beginning of the tax year.

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Aug 20, 2020 | MARIE SMITH

Time to reset: Can I find the balance?

COVID-19 has accelerated the way a number of businesses work but has it also transformed the way you want to live? If so, how do...

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Aug 14, 2020 | SARAH LORD

What does taking risk mean when it comes to your money?

Given the general feeling of caution at the minute, we thought it would be a good time to dig a little deeper on what we...

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Aug 6, 2020 | EWAN ROSIE

Is mediocre good enough for you?

Start questioning what’s important to you, make sure your set up is serving you and don’t let mediocrity become your master.

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Jul 28, 2020 | EMILY BAKER-GAUNT

The brilliance of Buffett

We’re talking about Warren Buffett to remind you that setbacks don’t equal failure – living through a global pandemic may feel like a setback but...

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Jul 19, 2020 | JONATHAN ELSIGOOD

Commercial property in a post-COVID world

What does the future hold for commercial property? Business owners, investors and employees alike might be asking themselves this question.

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Jul 7, 2020 | JONATHAN ELSIGOOD

Market giants - all you need to know

Whilst the names at the top of the stock market change over time, the current dominance of a number of companies is not unusual and...

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Jun 25, 2020 | EWAN ROSIE

Portfolio pick 'n mix

We believe in a long-term investment approach and these seconds of doubt can easily be counteracted by our evidence-based philosophy. But we’re not asking you...

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Jun 4, 2020 | EWAN ROSIE

Staying home highlights!

We're fast approaching another bank holiday weekend in lockdown and the team have come together to share some of their staying home highlights with you...

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May 19, 2020 | STEPHEN JONES

IHT & Estate Planning - what next?

At some point in the not-too-distant future it's likely the government will need to increase taxes to pay for the support given to businesses and...

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May 6, 2020 | EWAN ROSIE

Corona Crash – what next for stock markets?

Back in March we looked at current market falls in the context of history. As speculation increases around what will happen next, we can once...

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Apr 30, 2020 | JONATHAN ELSIGOOD

Power of Attorney – what does it mean and why is it so important

We wanted to talk to you about powers of attorney and why we think the current situation has highlighted their importance.

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Apr 21, 2020 | MARIE SMITH

Who wins, the bull or the bear?

Following the recent market falls, the uncertainty COVID 19 has brought to the world, means we’re currently viewed as now experiencing a bear market. At...

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Apr 17, 2020 | EWAN ROSIE

The world is still spinning: a quick update following tax year end

This time of year often brings financial changes for individuals and business and we all know you’ve got enough of that on your plate as...

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Apr 8, 2020 | SIMON WILLIAMS

Rebalancing - do I really have to?

As we continue to work with you throughout the current period of market volatility, we might speak to you about rebalancing – hopefully this blog...

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Apr 3, 2020 | JONATHAN ELSIGOOD

Coaching you through COVID-19

This week we wanted to bring you a list of coaching tips. Our job isn’t just to manage your investment portfolio and cover the technical...

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Mar 31, 2020 | EWAN ROSIE

Today's market falls in the context of history

At the moment, it’s hard to think about anything but the present. The past is the past, and the future feels so uncertain. But historic...

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Mar 20, 2020 | JONATHAN ELSIGOOD

Have stock markets caught Coronavirus?

Coronavirus is hitting the headlines across the world – we’re sure you’ve noticed! But it’s also hitting stock markets which have fallen from their recent...

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Feb 27, 2020 | EWAN ROSIE

Do you want three extra hours every day? I’ve got the magic pill

It’s 2007, the first iPhone has just launched, Cooper Parry was still lost in the grey of the accountancy industry and round the clock email...

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Feb 7, 2020 | STEPHEN JONES

The million pound drop

It’s a classic conversation starter, ‘what would you do if you won millions on the lottery?’, buy a holiday home, pay off the mortgage or...

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Jan 31, 2020 | EMILY BAKER-GAUNT

Your future in pounds and pence

How often do you think about retirement? Perhaps never, maybe it’s something you consider every now and then or you could be retired right now!...

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Jan 24, 2020 | SIMON WILLIAMS

Don't unintentionally breach your Lifetime Allowance

Does your employer have a death in service scheme? If so, you could be at risk of unintentionally breaching your pension Lifetime Allowance. Read on...

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Nov 29, 2019 | PETER BREWILL

Don't rock the boat

Bumpy waters? Feeling like it’s time to steady the ship? No matter what your opinion is, we think we can all agree that it hasn't...

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Nov 15, 2019 | EWAN ROSIE

10 awesome moments across 10 months

Dare we say it? The ‘C’ word is on the tip of our tongue now that November has landed! We’re talking about Christmas of course!...

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Nov 4, 2019 | STEPHEN JONES

Splitting a pension in a separation – the ins and outs

Pensions are often the single largest asset aside from the family home, yet pension sharing is rarer than you might think. 92,363 divorces were granted...

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Oct 25, 2019 | KAREN RITCHIE

Planning for school fees

We know that our country is full of brilliant public schools, many of you probably attended one!

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Oct 11, 2019 | MARIE SMITH

Is there a gap in your financial health?

The gender pay gap – we’ve all heard this phrase before, often in the context of salaries and businesses making sure they're transparent about their...

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Sep 27, 2019 | ABI THOMAS

Cruise ships & Cufflinks

Over the past week St James Place (SJP), one of the UK’s biggest wealth management firms, have had the inner workings of their business and...

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Sep 19, 2019 | EWAN ROSIE

Avoiding costly mistakes

We often meet people who’ve made mistakes with their finances, especially when they have come in to a sum of cash, for example, after a...

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Aug 28, 2019 | EWAN ROSIE

TRUSTEE INVESTMENT DUTIES

This week our in-house trust practitioner and tax expert, Charn Bains, looks at the role and responsibilities of a trustee:

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Aug 14, 2019 | LIZ PEPPER

New PM, new investment approach? Not on our watch!

When it comes to politics there are regular predictions about what is going to happen next – Johnson or Hunt in recent days. It was...

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Jul 25, 2019 | EWAN ROSIE

The key areas of financial planning for business owners

We work with a lot of business owners and entrepreneurs and guess what? Many of them have the same questions and concerns.

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Jun 25, 2019 | EMILY BAKER-GAUNT

How do you sell a business?

If you’re thinking of selling your business you need to start getting ready early. From experience we suggest taking preparatory steps at least two years...

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Jun 17, 2019 | EMILY BAKER-GAUNT

Top tax tips for your business sale

Charn Bains, Cooper Parry Wealth’s in-house tax expert, shares her thoughts on how you should prepare for your business sale from a tax perspective…

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Jun 17, 2019 | EMILY BAKER-GAUNT

Another one bites the dust?

This week, arguably the UK’s most successful and respected fund manager Neil Woodford, has seen dealing suspended on his Equity Income Fund due to the...

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Jun 6, 2019 | EWAN ROSIE

Learn from the best - quick fire questions with serial entrepreneur Jamie Waller

We asked British entrepreneur, philanthropist and author of Unsexy Business, Jamie Waller some quick fire questions on his experience of growing, running and selling multiple...

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Apr 29, 2019 | EMILY BAKER-GAUNT

Got your number?

Don’t worry we aren’t talking about your phone number. We mean the number you need to know about to unlock your financial independence.

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Apr 29, 2019 | EMILY BAKER-GAUNT

Hiring the right solicitor

We spoke to the managing partner of Cook Corporate Solicitors, Charles Cook to find out what you should be looking out for when hiring a...

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Apr 29, 2019 | EMILY BAKER-GAUNT

Has buy to let investment hit a brick wall?

With the tax legislation changes we’ve seen in recent years, has the golden age of property investment come to an end?

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Apr 29, 2019 | MARIE SMITH

Do you base your investment decisions on Nobel-prize winning theory? We do!

At Cooper Parry Wealth we do things differently. We believe the traditional wealth management model is broken – it focusses on products and we want...

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Apr 29, 2019 | EMILY BAKER-GAUNT

Pension rules for high earners

Sometimes it’s important to take a moment to consider where you are in terms of your career.

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Apr 17, 2019 | STEPHEN JONES

A place in the sun

It’s 2022. The UK have (finally) exited the EU. The next general election came sooner than expected. Labour are in power. Tax increases have become...

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Apr 11, 2019 | JONATHAN ELSIGOOD

Green is the word!

At Cooper Parry Wealth we pride ourselves on many things. The industry awards we’ve won, our unique, client centric proposition and an investment approach that’s...

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Apr 5, 2019 | STEPHEN JONES

Invest like wonder woman

Wonder Woman, the only female member of the Justice League, matches her male counterparts in speed, strength and ability to take down the latest threat...

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Mar 8, 2019 | MARIE SMITH

Guiding principle 6: Control your emotions and think long-term

We think it’s safe to say investment markets are going through a tricky period.

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Jan 30, 2019 | EWAN ROSIE

Cooper Parry Wealth Touchdown in Bristol

This week our in-house trust practitioner and tax expert, Charn Bains, looks at the role and responsibilities of a trustee:

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Jan 17, 2019 | STEPHEN JONES

Books we’ve been reading in 2018

At Cooper Parry Wealth we love to read! Last year we shared CEO Stephen Jones' favourite books from 2017.

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Dec 14, 2018 | STEPHEN JONES

Tony’s Favourite Financial Flicks

With Christmas just around the corner the family might be getting ready to gather round the box, so what better time to bring you the...

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Nov 28, 2018 | TONY ROSS

Defined Benefit Pension Scheme Transfers

Perhaps you’ve already transferred out of a Defined Benefit (salary-related) pension scheme, or you’re thinking about it.

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Nov 22, 2018 | PETER BREWILL

Guiding principle 5: Keep your costs low

In life we often hear the phrase ‘you get what you pay for’ and usually it’s a fair assumption to make when you are buying...

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Nov 9, 2018 | EWAN ROSIE

5 Reasons You Should Make A Will Before 2018 Is Up!

At the beginning of 2018 it was reported that nearly two-thirds of UK adults don’t have a will.

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Oct 19, 2018 | MARIE SMITH

Brexit and your portfolio

We know that some people might be feeling a bit uncertain about what Brexit holds for the country and its businesses.

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Oct 5, 2018 | EWAN ROSIE

Traditional banking: are you in or out?

An average of 60 bank branches close every month across the UK.

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Sep 28, 2018 | STEPHEN JONES

Guiding principle 4: Focus on the investment mix

This is the fourth blog in our ‘Guiding Principle’ series and you can view the articles in the rest of the series here.

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Sep 10, 2018 | EWAN ROSIE

The Trip of a Lifetime

We practice what we preach! Working with people to explore everything, from goals and dreams to legacy plans. Encouraging people to live life to the...

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Sep 10, 2018 | STEPHEN JONES

Student loans. Worth a punt?

When someone mentions university, many things come to mind. Beginning a career, gaining life skills, potential debt and the all-important degree itself.

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Aug 6, 2018 | MARIE SMITH

Heart Link is our new charity partner!

Heart Link are a support group based in Glenfield Hospital, Leicester for parents and families who have a child suffering from a heart defect.

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Jul 27, 2018 | STEPHEN JONES

Guiding Principle 3: Don't put all your eggs in one basket

If you were to create the perfect investment, it would be one that gave you high returns for low risk.

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Jul 20, 2018 | EWAN ROSIE

Uplifting news

It has been a busy 12 months and whilst we continue to enjoy the summer sun we wanted to shine a light on some of...

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Jul 11, 2018 | STEPHEN JONES

Two Consecutive Wins for Paraplanning Team of the Year

It’s no secret that we love to win. We like to break the mould and be the best at what we do. Our Paraplanning team...

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Jul 2, 2018 | STEPHEN JONES

Think bigger

The government’s income from inheritance tax (IHT) bills rose by £400m last year, passing the £5bn mark for the first time since 1980. A report...

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Jun 29, 2018 | LIZ PEPPER

Controlling the noise

It’s easy to be swayed by a sensationalist headline or bad news story and then let your emotions affect your decisions. But those decisions aren’t...

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Jun 5, 2018 | EWAN ROSIE

Looking ahead

With the 2017/18 tax year firmly behind us, it’s time to look forward to planning for the new year. So, what are the main changes?

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May 10, 2018 | LIZ PEPPER

Take control

I got my first mobile in 1994. It was a huge Motorola with a pop out aerial - and all it could do was make...

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Apr 27, 2018 | CAROLYN TALKES-NICHOLLS

Guiding Principle 2: Understand risk and return are related

To get higher returns, you need to take more risk. It means if an opportunity is advertising ‘guaranteed’ returns of 10%, you should start hearing...

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Apr 20, 2018 | EWAN ROSIE

Think differently

We’re often bombarded with dramatic financial news, scary stories about falling markets or how world events could cause chaos for investors.

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Apr 10, 2018 | EWAN ROSIE

What's on your bucket list?

It’s easy to get caught up in the tiny details of day to day life, then realise a few months have passed by in the...

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Mar 28, 2018 | STEPHEN JONES

Get shipshape for the year-end

As the tax year-end approaches, it’s time to batten down the hatches, tighten the screws and make sure your finances are looking shipshape by 5...

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Mar 16, 2018 | LIZ PEPPER

Guiding Principle 1: Accept the stock market is tough to beat

Over the coming months we’ll be blogging on each of these subjects in more detail, and here’s the first instalment.

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Mar 1, 2018 | EWAN ROSIE

What should you do when markets fall?

Last week was a volatile one on the global stock markets. Even for experienced investors, times like these can be quite unsettling.

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Feb 15, 2018 | EWAN ROSIE

Best Advisers to work for… For the second year running

This week our in-house trust practitioner and tax expert, Charn Bains, looks at the role and responsibilities of a trustee:

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Feb 9, 2018 | STEPHEN JONES

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...

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Jan 26, 2018 | STEPHEN JONES

Will retirement be enough for you?

In the 70s retirement planning was fairly uncomplicated.

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Dec 14, 2017 | JONATHAN ELSIGOOD

Books we’ve been reading this year

For something different this week, I thought I’d share with you some of the books I’ve been reading over 2017.

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Dec 14, 2017 |

In pursuit of happiness

Chris Budd is the author of The Financial Wellbeing Book and producer of a regular podcast on the same subject.

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Dec 7, 2017 |

Our guide to Lasting Powers of Attorney

It’s a common misconception that if someone loses mental capacity, their next of kin can automatically take control of their affairs.

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Nov 30, 2017 | EWAN ROSIE

We've made it onto another list

We recently shared the highlights from another great financial year. And to prove we’ve got no intentions of slowing down; we’ve been listed in The New Model...

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Nov 23, 2017 | STEPHEN JONES

Autumn Budget 2017

A focus on investment in technology, young people and long-term prosperity

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Nov 22, 2017 | EWAN ROSIE

The value of financial advice

You may have heard us say before that we believe the traditional wealth management model is broken.

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Nov 14, 2017 | EWAN ROSIE

Springing forward by giving back

This week our in-house trust practitioner and tax expert, Charn Bains, looks at the role and responsibilities of a trustee:

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Oct 17, 2017 |

A Nobel Prize winner’s take on investing

Humans are complicated.

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Oct 13, 2017 | EWAN ROSIE

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...

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Oct 2, 2017 | STEPHEN JONES

The best time to invest?

There’s a lot going on in the world just now. Hurricanes, Trump, North Korea, Brexit, refugee crisis…

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Sep 21, 2017 | EWAN ROSIE

Who've you spent your summer with?

Who’ve you been spending most of your time with this summer? Have you had dinner with good friends? Holidayed with close family? Met with work...

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Sep 15, 2017 |

What investors want and need are often two different things

Meir Statman is one of the world’s best known experts on behavioural finance.

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Aug 16, 2017 | EWAN ROSIE

Complexity adds to cost and risk

One of the biggest attractions of a passive investment strategy is the simplicity of it.

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Jul 28, 2017 | EWAN ROSIE

The follow up to the FCA's study of the fund management industry

The follow up to the Financial Conduct Authority’s (FCA) Asset Management Study has been released, meeting with mixed reviews from those in the industry who...

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Jul 13, 2017 | EWAN ROSIE

The FCA's study of the fund management industry

The Asset Management Market Study, released by the Financial Conduct Authority (FCA) has made interesting reading for us but it could be a little more scary for...

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Jun 15, 2017 | EWAN ROSIE

We've bagged our third major industry award of 2017

Cooper Parry Wealth has been named ‘Paraplanner Team of the Year’ at the inaugural Professional Paraplanner Awards 2017.

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Jun 8, 2017 | STEPHEN JONES

Tony Ross named Young Achiever of the Year 2017

Last night, our very own Tony Ross was awarded the Birmingham Insurance Institute Young Achiever of the Year 2017!

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Mar 10, 2017 | STEPHEN JONES

Cooper Parry Wealth wins Best Financial Adviser to Work For in the UK!

We won the Citywire New Model Adviser Award 2017 for the Midlands

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Feb 17, 2017 | STEPHEN JONES

Experiences Vs Things

Cooper Parry Wealth won Best Financial Adviser to Work For in the UK. We thought we’d mark the occasion by helping you to understand that...

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Feb 3, 2017 |

Cooper Parry Wealth's fourth major award in four years

We won the Citywire New Model Adviser Award 2017 for the Midlands

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Jan 13, 2017 | STEPHEN JONES

Markets flying high

As we enter into the new year, both the US and UK stock markets are currently trading at all-time highs. Whilst existing investors will be...

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Jan 12, 2017 | EWAN ROSIE

Tony Ross - Rising Star

Our very own Tony Ross has been named one of the Top 35 Rising Stars by New Model Advisor. 

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Dec 12, 2016 | STEPHEN JONES

Will the US Presidential election "Trump" stock markets?

Global stock markets are currently in a very healthy position with both the UK and US markets trading close to all time highs.

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Nov 2, 2016 | EWAN ROSIE

So leave it is!

So the UK has voted to leave the EU. In consequence, the Prime Minister is set to leave office in October and the markets, not...

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Jun 24, 2016 | JONATHAN ELSIGOOD

Brexit...keep calm and carry on!

This week our in-house trust practitioner and tax expert, Charn Bains, looks at the role and responsibilities of a trustee:

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Jun 14, 2016 | JONATHAN ELSIGOOD

Smart Ways to Save

The end of the tax year (5 April) is fast approaching. So good planning is essential to make you more tax efficient. That’s why we’re...

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Apr 4, 2016 | STEPHEN JONES

Ripping up the retirement planning handbook - Part 5

From 6 April, you might be faced with making significantly lower levels of pension contributions. If your total income exceeds £210,000 this could be as...

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Mar 31, 2016 | JONATHAN ELSIGOOD

Pensions Tax Relief - It's the final countdown

With the budget just weeks away, high earners need to be ready. If your total income is over £150,000 (that's income from all sources, including...

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Feb 25, 2016 | LIZ PEPPER

Ripping up the retirement planning handbook - Part 4

Planning on using a drawdown strategy for your pension? How should your pension fund be invested? And how do you avoid running out of money?...

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Feb 12, 2016 | JONATHAN ELSIGOOD

I don't need an investment portfolio, I've got property

With continued recent volatility in world stock markets (click here to read our last blog ‘Keep calm and carry on!) many individuals may again be considering ‘buy...

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Feb 4, 2016 | JONATHAN ELSIGOOD

2016: Keep calm and carry on!

2016 has got off to a bad start for world equity markets.

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Jan 22, 2016 | LIZ PEPPER

Winner of NMA 2016 - Adviser Firm of the Year!

Today we are celebrating after winning the prestigious Adviser Firm of the Year award in the New Model Advisor Awards (NMA) 2016.

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Jan 8, 2016 | STEPHEN JONES

Accredited Financial Planning Firm of the Year 2015

We are delighted to announce that Cooper Parry Wealth has been awarded Accredited Financial Planning Firm of the Year 2015 at the Institute of Financial...

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Oct 8, 2015 | STEPHEN JONES

Ripping up the retirement planning handbook - Part 3

In the final part of our three part series of blogs on  retirement planning, we consider the change to pension funds becoming inheritable assets.

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Sep 12, 2015 | JONATHAN ELSIGOOD

Joint venture launched with top 100 accountancy firm

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...

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Sep 9, 2015 | STEPHEN JONES

Useful documents

When it comes to politics there are regular predictions about what is going to happen next – Johnson or Hunt in recent days. It was...

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Jan 5, 2010 | EWAN ROSIE