Cooper Parry Wealth

Based in the Midlands, Cooper Parry Wealth is a dynamic, award-winning wealth management firm with the strength and support of one of the largest accountancy practices in the Midlands. Established over 12 years ago, we deliver independent financial planning, investment and tax advice, to over 200 successful individuals and their families. We have enjoyed a number of award successes including winning the 2015 Institute of Financial Planning Accredited firm of the Year and the prestigious Adviser Firm of the Year award in the New Model Advisor Awards 2016. Cooper Parry Wealth offer a distinctly different approach to managing your wealth. Uniquely we combine advice in each of the following areas: investment management, tax mitigation, estate planning and risk minimisation. We realise that we cannot do this without first understanding and considering what we call your ‘bigger picture’ - your goals, objectives, values and ambitions. From your family and lifestyle, to your deepest passions, fears and concerns. Also known as your ‘why’ - the reason you get up in the morning and do what it is you do in your life. With a clear picture of where you are today, and the things that matter most, we create a strategy to set you on your path toward achieving your ambitions. Find out more about our Bigger Picture™ Advice or our Portfolio Review Service.