Every business will tell you they’re different. The private banks talk about their heritage and their global resources. Traditional stockbrokers will tell you how they can find you the best investments. And financial advisers shout about how they have more technical qualifications than everyone else. But there’s one thing they don’t like talking about…

YOU

We believe the traditional wealth management model is broken. It’s focussed on products, not what they can help you achieve. And it’s serving the needs of those selling these products, rather than those investing in them. Sure, you’ll want to know what to invest in. But will that mean you can spend more time with your family? Will it stop you worrying and make it easier to sleep at night? Will it help you enjoy the retirement you really want? We’ll have a relationship with you, not your money.

NUMBER ONE

10 years ago, we made a decision to do things differently. To break the mould. To be the best at what we do. We scrapped the traditional model and created a new proposition. One that helps our clients achieve the things that matter most to them. What we’ve created is frighteningly simple but it works. We want our clients to make life count.

TODAY

So where are we now, 10 years later? We’re one of the leading and fastest growing financial planning firms in the UK. We’ve won numerous awards and we’re a long way towards our ambition of being number one.


Banking

Finance

Investment Management

Professional Services

Cooper Parry Wealth

Andrew Sheena

Katie Crowson

Sally Spencer

Chets Ravalia CFPcm

Tom Boynton

Brendan Scally Apfs

Rebecca Allin

Rebecca Batterham DipPFS

Hannah Brooks

Bethan Starr

Charles O'Shea

Emily Coles

Josh Jarvis

Dani Nicholls

Abi Thomas

This department provides financial planning support and advice to clients through comprehensive paraplanning services.

Paraplanning Department

The Client Relationship Management team at Cooper Parry Wealth is dedicated to fostering strong and meaningful connections with clients, ensuring their financial goals align with their personal aspirations. This team acts as a bridge between clients and the firm, providing personalized support and guidance, addressing client needs, and enhancing their overall experience. By focusing on understanding individual client priorities, they strive to deliver tailored wealth management solutions that empower clients to achieve what truly matters in their lives.

Client Relationship Management

This department focuses on managing and nurturing client relationships to ensure satisfaction and retention.

Client Relations

This department focuses on developing and maintaining strategic partnerships and collaborations.

Partnership Management

The Leadership Team at Cooper Parry Wealth is responsible for shaping the strategic vision and operational excellence of the firm. Comprising the CEO, COO, and Chief Client Officer, this team drives the company's commitment to a client-centric approach, ensuring that the wealth management services not only meet but exceed client expectations. They lead initiatives to innovate the financial planning model, foster a culture of collaboration, and maintain the firm’s position as a trailblazer in the industry.

Leadership Team

The Platform Operations team at Cooper Parry Wealth is dedicated to optimizing the infrastructure that supports client relationships and financial planning services. This team ensures seamless integration of technology and processes, manages compliance and technical standards, and enhances operational efficiency to provide a streamlined experience for clients. By focusing on operational excellence, they empower financial advisers to prioritize client needs and achieve meaningful outcomes.

Cooper Parry Wealth

Org chart

Teams

Paraplanning Department

Client Relationship Management

Client Relations

Partnership Management

Leadership Team

Platform Operations

Offices

Cooper Parry Wealth

Org chart

Teams

Paraplanning Department

Client Relationship Management

Client Relations

Partnership Management

Leadership Team

Platform Operations

Offices

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