Cooper Parry Wealth
Marc Patterson-Mik has a diverse work experience in the financial industry. Marc started their career as an Accounts Assistant at The Car People in 2011. Marc then worked as a Pensions Administrator at Talbot & Muir Ltd from 2013 to 2014. Marc joined Cooper Parry Wealth in 2014 and held various roles. Marc began as a Senior Administrator, where they supported wealth planners and paraplanners in implementing and reviewing financial plans. Marc then became a Portfolio Team Manager before eventually becoming the Head of Platform Operations. In this role, they oversaw platform operations and ensured client investments were on track to meet their future goals. Additionally, Marc completed their MBA with a focus on data analytics and digital transformation during their time at Cooper Parry Wealth.
Marc Patterson-Mik completed their education at several institutions. In 2009, they obtained a Bachelor's degree in Accounting and Business/Management from Nottingham Trent University. Marc also attended West Bridgford Sixth Form from 2009 to 2011 and West Bridgford from 2002 to 2009, although the specific degree or field of study is unknown for these two institutions. In 2021, Marc received a Master of Business Administration (MBA) with a specialization in Data Analytics from Nottingham Business School at Nottingham Trent University. Additionally, they obtained several certifications including a CMI Level 7 Diploma from the Chartered Management Institute in 2021 and a Diploma in Regulated Financial Planning, a Certificate in Life and Pensions, and a Level 3 Award in Financial Administration (QCF) - Life from the Chartered Insurance Institute in various years.
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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.