Cooper Parry Wealth
Sally Spencer has extensive work experience in various senior roles. Sally is currently serving as the Chief Operating Officer at Cooper Parry Wealth since January 2023. Prior to this, they worked at Cooper Parry, where they held several positions including Partner, Head of Operations, and Chief Financial Officer between 2014 and 2017. Sally also served as a Board Trustee for DERBYSHIRE MIND starting from July 2021. Before joining Cooper Parry, they were the CEO North Europe, Middle East & Africa and UK Managing Director at Griffin Global Group. Sally also worked at PwC, where they gained experience in different roles such as Manager Transaction Services and Audit.
Sally Spencer has a diverse education history. In 1999, they attended Durham University, where they pursued a degree in Chemistry, earning an MChem (1st) in 2003. Following this, from 2003 to 2005, Sally attended FTC Cambridge, where they specialized in Accountancy, earning an ACA degree. In 2019, they briefly attended Tony Robbins Business Mastery, however, details regarding the degree or field of study are not provided.
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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.