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.
| Website | http://www.cooperparrywealth.com |
| Revenue | $13 million |
| Employees | 36 (16 on RocketReach) |
| Phone | +44 1332 411163 |
| Technologies |
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| Industry | Financial Services |
| Keywords | Wealth Management, Financial Advisory, Financial Planning, Financial Services, Investment Advice, Wealth Planning, Financial Consulting, Portfolio Management, Investment Management, Investment Strategies, Retirement Planning, Private Wealth, Asset Management, Wealth Preservation, Estate Planning, High Net Worth, Legacy Planning, Tax Planning, Risk Management, Capital Preservation |
| Competitors | Investec, Charles Stanley & Co. Limited, Rathbones Group Plc, SMITH & WILLIAMSON I M LIMITED, Cazenove Capital, Hargreaves Lansdown, Tilney, Quilter Cheviot, Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man), Close Brothers +28 more (view full list) |
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The Cooper Parry Wealth annual revenue was $13 million in 2026.
Stephen Jones is the CEO of Cooper Parry Wealth.
16 people are employed at Cooper Parry Wealth.