Jan 8, 2016 | STEPHEN JONES

Winner of NMA 2016 – Adviser Firm of the Year!

Today we are celebrating after winning the prestigious Adviser Firm of the Year award in the New Model Advisor Awards (NMA) 2016.

After beating numerous other wealth management firms, the wealth team were crowned winners on 7 January, held in London.

The awards organised by Citywire magazine, provides news, information and insight for professional advisers and investors around the world.

Our chief executive, Stephen Jones, said he was delighted to pick up the award on behalf of the team alongside Head of Operations, Rachel Kitching.

“This is the latest award for the team and one in a series of impressive wins,” Stephen said. “I was delighted to collect the award for the team. This latest achievement recognises our fantastic success over the past year.”

“This award reflects the growth and momentum of the team achieved over the last three years and is testament to the commitment, flair and client-focused approach we demonstrate at all times.”

We have enjoyed a number of successes in recent months including winning the IFP Accredited Firm of the Year title in 2015.

As well as being named runners up in the Top 50 Wealth Management Team of the Year title in the national British Accountancy Awards in November.

If you would like to discuss any of the above in more detail, please do get in touch with either your usual Cooper Parry Wealth contact on 01332 411163 or email stephenj@cooperparry.com

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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