Cooper Parry Wealth
Tom Blanchard is an experienced professional in the financial services sector, currently serving as a Relationship Manager, Associate Adviser, Paraplanner, Trainee Paraplanner, Administrator, and Trainee Administrator at Cooper Parry Wealth since August 2016. Tom Blanchard's responsibilities include delivering exceptional customer service and maintaining high levels of detail and accuracy while supporting the Wealth Team in client administration. Prior to this, Tom Blanchard participated as an intern at PKF Cooper Parry from August 2015 to August 2016, gaining exposure to various departments including Wealth, Restructuring, IT, Audit, Internal Finance, and Tax. Tom Blanchard holds a Bachelor of Applied Science in Mathematics and Sports & Exercise Studies from the University of Derby and A-Levels in Mathematics, Physics, and Physical Education from Countesthorpe Community College.
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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.