Our clients are selective. And so are we. We only work with successful individuals and their families where we can add significant value to their current situation.
In 2009 we reduced the number of clients we look after from over a thousand to less than a hundred. This was all part of our vision to be the best at what we do. We realised that to be number one we needed to focus all our efforts on those clients who would benefit most from our different way of working with them.
Our clients have certain things in common. Typically they’re business owners, or have sold their businesses in recent years. Or they are equity partners in professional firms. Some are high earning senior executives in large companies.
We also have specialists in our team who take care of female leaders, musicians and their managers, PE Execs, and trusts.
When we first meet clients, we usually find that they’ve prioritised their professional lives over their personal finances. They’ve made some good decisions, but there is no focus on why. They may have worked with a number of different advisers, who’ve given them conflicting advice. Things have been missed. Often they’re paying more than they need to.
Some have even been misled by the financial services industry, have accumulated a pile of investment products and have no idea if they’re on track to achieve everything that’s important to them. They have no plan. Of course, this is all before they start working with us.
All of our clients are different. They each have a unique story to tell. Here, a selection share how they started working with us, why they would recommend us, and most importantly how we have helped them.
These spotlight pieces will form part of our growing Female Leaders community, created to educate and inspire women and flip the old-school, male-dominated financial planning...
more
We recently sat down (in their wonderful new home) to chat with long-standing Wealth clients, David and Caroline.
more
"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...
more
"We’re very involved in our finances and like to understand the detail, Cooper Parry Wealth work with us to ensure we’re on track each year....
more
“Penny and I found Cooper Parry Wealth were a much better fit for us. They were so transparent, their people were personable, the whole approach...
more
"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...
more
“... that’s what Cooper Parry Wealth do so well. It saves me time and gives me the peace of mind that if anything were to...
more
“I’ve watched Cooper Parry Wealth transform their business and proposition. They’ve gone from being our noisy neighbours to a fast-growing, different, exciting business.”
more
