Nov 23, 2017 | STEPHEN JONES

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 Adviser Top 100 list – for a fourth year running!

The Top 100 List is put together every year and generally recognises the best Financial Planning Firms in the UK.

Not just that…

And as well as making the Top 100 again, it’s the second time we’ve appeared in their ‘fastest growing’ top 10. This recognises firms with the biggest percentage growth in the amount of assets they manage for clients. For us, last year that figure was 49%.

Our profile in the publication not only highlighted our growth, but also our structure, culture and the security we offer to our clients. 

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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