Cooper Parry Wealth
Abi Thomas is a seasoned professional in the financial services industry, currently serving as the Compliance & Technical Manager at Cooper Parry Wealth since May 2022. In this role, Abi supports the team by developing tools and enhancing their knowledge to ensure exceptional client care. Previously, Abi worked as a Financial Planner at Creaseys Wealth from January 2018 to March 2023, providing technical support to Ben Waite and focusing on optimal client outcomes. From April 2008 to January 2018, Abi was a Retirement Adviser at Handelsbanken Wealth Management, where responsibilities included attending client meetings and preparing suitability reports. Additionally, Abi gained valuable experience as a Voluntary Counsellor at Beacon Surgery from January 2012 to January 2015, assisting individuals facing various personal challenges.
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Cooper Parry Wealth
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.