Jun 8, 2017 | STEPHEN JONES
Cooper Parry Wealth has been named ‘Paraplanner Team of the Year’ at the inaugural Professional Paraplanner Awards 2017.
We were awarded top honours in the category having beat other finalists Anderson Anderson Brown, Eldon Financial Planning and Equilibrium.
Our paraplanner, Heather Yates, was also highly commended in the individual ‘Paraplanner of the Year’ category.
Organised by Professional Paraplanner magazine, the winners were announced at an event held at the Grange St Paul’s Hotel, London.
Our CEO, Stephen Jones, said: “Paraplanners play a vital role in the running of our business; they are often unsung heroes and it’s great to see they are finally getting the recognition they deserve for the contribution they make.
“For Cooper Parry Wealth, this is the third major award we have won in 2017 and tops off what has been an extremely busy and successful year for the team.
“At this rate we’re going to need a bigger trophy cabinet.”
In February, Cooper Parry Wealth was named ‘Best Financial Adviser to Work For’ at the Professional Adviser Awards. The firm also won the Citywire New Model Adviser Award 2017 for the Midlands region in January for the second year running.
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.
Send an email to us at email@example.com