the latest and greatest

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

MEET SARAH LORD

We’re delighted to welcome Sarah Lord to Cooper Parry Wealth (CPW) as our first ever Chief Growth Officer.

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Oct 5, 2021 | STEPHEN JONES

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