Cooper Parry Wealth
Initial consultation free
Independent
We are multi award winning and one of the fastest growing financial planning firms in the UK.
We build a genuine understanding of you and what you want to get from life.
We can advise you on
Clients
helped
Recently added
helped
Minimum
pension value
£250k+pension value
Minimum
wealth
£250k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Marie Smith
Relationship Director
Jonathan Elsigood
Relationship Partner
David Holmes
Relationship Partner
Codie Smith
Relationship Manager
What our clients say
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Sandra & Andy
At the point of retirement we realised that we would need professional help to manage our retirement funds. It was important to us that we could trust in our relationship manager and Cooper Parry...
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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, which is surprisingly unusual in this...
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Rick & Clare
Our adviser is reliable and friendly, we get along and he puts a lot of effort in to making sure he understands our personal situation. He’s always encouraging us to enjoy the money we worked hard to...
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Craig & Penny
We were already in touch with other wealth management firms – some of the larger ones – when we were recommended to speak to Cooper Parry Wealth.
We found Cooper Parry Wealth were a much better fit...
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Mike & Julie
I became an equity partner and therefore self-employed. I was already receiving personal tax advice from Cooper Parry Wealth tax expert, but I was looking for even more guidance on how to manage my...
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Anne-Marie
Cooper Parry Wealth came along at a time when I wasn’t happy with my current financial adviser. I’d been moved to someone who frankly made my hackles rise the way he treated me. He was very...
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