BUSINESS OWNERS

As a business owner, so much of your time is spent managing your business and driving its success. It’s what you do best, after all. But how much time have you put aside to think about your own financial position?

Get In Touch

FINANCIAL PLANNING FOR BUSINESS OWNERS

At Cooper Parry Wealth, we work with business owners every day, often in tandem with our accountancy colleagues at Cooper Parry. Whatever stage of the business cycle you’re in, and whether you’re at the start of your journey, approaching a business sale, or planning for retirement and beyond, we can support you.

We’ll help you put in place a robust financial plan that lays the foundations to support your ideal life and caters to your unique financial planning needs.

That plan isn’t just built around investment advice and financial products. It’s built around you. Your values. And the things you really want to achieve – or your Bigger Picture, as we like to call it.

Once we know what matters to you, we can advise you on structuring your investments, managing risk, keeping tax to a minimum, passing on wealth and creating a legacy that lasts. Ultimately, making sure everything is joined up, with nothing missed.

Whatever stage of your business journey you’re at, this type of planning will help you think through your company’s goals and align them to the goals you have for yourself and your loved ones.

ANY SCENARIO. EVERY SPECIALISM

We’ll build a team of experts around you, with one lead as your main point of contact day-to-day. From there, we can help you deal with every aspect of your finances, including minimising taxes, estate planning, and all the areas you need to cover to become more organised and strategic with your finances.

As part of Cooper Parry, we work closely with the Tax and Deals teams to provide all the support and advice you’ll need throughout your journey, both as an individual and a business.

WHAT DOES YOUR IDEAL FUTURE LOOK LIKE?

Whether you’re looking for peace of mind that you’ve covered all the bases, getting the wheels turning on a business sale, or planning your dream retirement, we’d love to find out more about you, the things you want to achieve, and ultimately, show you how we can help you make it all happen.

WHAT OUR CLIENTS SAY

"CPW has managed our wealth for ten years and during that time we have been very satisfied with every aspect of our dealings and look forward to working with them in the future."

“We have enjoyed cruises, trips to Disneyland and helped with the children’s weddings – it feels great to be so in control of our money that we know we can afford to do this whilst maintaining our standard of living and saving for the future.”

“We have a great relationship with Cooper Parry Wealth, the team is always welcoming and so is the office! I would recommend them to any of my friends. Most importantly we reap the rewards of their advice every day and seeing our aspirations coming to fruition is amazing!”

HOW CAN WE HELP?

Pension Planning Investments Life Assurance School Fees Planning Long Term Care Planning Inheritance Tax Planning Minimising Tax Liabilities Philanthropy

LIFE STAGES WE SUPPORT WITH

Looking for wealth management support through all your key life stages and events?

Cooper Parry Wealth can be your sounding board. We’ll give you complete peace of mind about your personal finances, an award-winning team of experts in your corner, and more time to do the things you love.

If you’re going through any of these stages in life, we’ve got specialists on hand to support you.