Cooper Parry Wealth
Katie Crowson's work experience includes being the Head of Client Services at Cooper Parry Wealth since June 2019, and previously working as a Senior Client Services Associate at the same company from May 2019 to June 2019. Before that, they were an Office Manager at Mazars UK from December 2018 to April 2019. Prior to that, they held various roles at Chesterton House, including Administration Team Manager from August 2017 to November 2018, Senior Financial Planning Administrator from April 2016 to August 2017, and Financial Planning Administrator from April 2014 to April 2016.
Katie Crowson attended Rawlins Academy, but there is no information available regarding the years of attendance, degree obtained, or field of study.
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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.