What we do isn’t for everyone.

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.

ARE WE THE RIGHT FIT FOR YOU?

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.

When we first meet we usually find that they’ve prioritised their business 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.

client stories

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.
RICK & CLARE

"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....

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CRAIG & PENNY

“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...

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PHIL

"The way Cooper Parry Wealth carry out their work and present their information is innovative. They’re constantly working at pushing forward in the digital arena,...

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JOHN & ANNE

"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...

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JOHN & THERESA

“... 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...

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MIKE & JULIE

“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.”

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