Jul 11, 2018 | STEPHEN JONES

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 our proudest moments.

We kept up our winning streak and received the Best Financial Advisers To Work For and Professional Paraplanner Team Of The Year awards. We were also named in the New Model Adviser Top 100 list for the fourth year running and appeared in their ‘fastest growing’ top 10 for the second time!

Our numbers are equally as exciting; we are managing more client assets than ever before and have seen a 30% increase in our revenue.

Creaseys Wealth, our joint venture with Tunbridge Wells based Creaseys accountants, have also experienced significant growth including a 60% increase in client assets under management.

9 new people have joined our team over the past year bringing us to a total of 34. We’ve also restructured internally to play to our strengths and ensure we are as efficient and client focussed as possible.

We are very proud of our achievements over the past 12 months and look forward to seeing what the next year brings. One thing is for sure, we will continue to focus on our clients, challenge the traditional wealth management model and most certainly make life count!

This communication is for general information only and is not intended to be individual advice. It represents our understanding of law and HM Revenue & Customs practice as at 14 August 19. You are recommended to seek competent professional advice before taking any action. The value of investments and the income from them can go down as well as up, and you may get back less than you originally invested. Past performance is not a guide to the future. The investments described are not suitable for everyone. This content is not personalised investment advice, and Cooper Parry Wealth can take no responsibility for investment decisions you may make as a result of this information. Tax and estate planning advice are not regulated by the FCA.


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