Cooper Parry Wealth
Ewan Rosie has extensive work experience in the wealth management industry. Ewan began their career in 2009 at Cooper Parry Wealth, where they held various roles such as Paraplanner, Client Services Team Leader, and Wealth Planner. In 2019, they became the Head of Advice, and in 2020, they were promoted to Chief Operating Officer. Currently, Ewan serves as the Chief Client Officer at Cooper Parry Wealth, a position they have held since January 2023. In addition to their roles at Cooper Parry Wealth, Ewan also worked as a Support Paraplanner during their university placement at Cooper Parry in 2007, and they recently became a Partner at Cooper Parry in January 2022.
Ewan Rosie attended West Bridgford School from 1998 to 2005, where they completed their GCSE and A levels. Ewan then went on to Nottingham Business School, Nottingham Trent University, from 2005 to 2009 and obtained a BA (Hons) degree with a 2:1 in Business Studies, Financial Services, Planning, and Management. In addition to their formal education, Ewan also holds several certifications in financial planning and investment management from institutions such as the Chartered Insurance Institute and the Chartered Institute for Securities & Investment.
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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.