THIS IS US
WHAT MAKES US DIFFERENT?
3 UNIQUES.
COUNTLESS BENEFITS.
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The traditional wealth management model is broken, irrelevant and ineffective.
It’s focused on financial products, not what they can help you achieve. And it’s serving the needs of those creating and selling the products, rather than those investing in them.
That’s why we’ve flipped the traditional model on its head, and everything we do starts with you.
What does money mean to you? How do you want it to affect your family? What does your ideal lifestyle look like? What’s on your bucket list? What worries you?
From there, we’ll build a plan that takes all of this into account.
So, it’s you first. Planning second. Products last. Our tried and tested, top-down approach.
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Most other wealth managers can only advise you on investment products. Typically, they can’t give you advice on all the other areas, like tax or wills. You can end up speaking to lots of different firms, which can lead to mistakes and extra costs.
With us, you’ll have a wealth manager who’ll lead and coordinate an in-house team. They’ll be specialists in minimising taxes, estate planning, business advice, or whatever you need.
Everything we do will be completely joined up. You’ll have one point of contact. And we’ll have the chance to really get to know you and kickstart positive change.
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Humans aren’t wired to be good investors. We’re prone to short-termism and emotional, knee-jerk decisions. So, most people don’t invest as well as they could.
PortfolioScience is our way of investing. Based on Nobel Prize-winning research, academic evidence and most importantly, common sense, it’s about doing a few simple things exceptionally well.
It’s built around our six principles of successful investing. What’s more, it works. And we’ve got significant research and a strong track record to back that up.
PortfolioScience
CPW IN NUMBERS
Families we look after
0
Team members
0
Number of clients per Relationship Manager (Industry average is 269) Source: CEG
0
Client satisfaction (out of 5)
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Assets Under Management
£ 0 bn
Revenue growth in last 12 months
0 %
ALL THE EXPERTISE YOU’LL NEED. AND THEN SOME
As well as our team of financial planning experts, Cooper Parry Wealth is part of the wider Cooper Parry Group.
That gives us access to 1,200+ people and 110 Partners at The Best Accountancy Firm to Work For in the UK, including 12 service lines to help successful individuals and privately owned businesses:
- Audit
- Tax
- Corporate Finance
- Sustainability
- Not for Profit
- Transaction Services
- Service Charge
- Tech & High Growth
- R&D
- Business Law
- Pensions Audit
- Business Services & Outsourcing
IMPACT BEYOND BUSINESS
In February 2023, Cooper Parry became B Corp Certified, joining the business movement tackling society’s greatest challenges.
B Corp’s rigorous standards of social and environmental impact taught CPW and CP a lot.
How to balance purpose with profit. How to measure our impact at all levels. And how to hold ourselves to the highest standards – for our people, clients, communities, and the environment.
Now, we’re transparent. We’re accountable. Our clients understand exactly the type of adviser they’re dealing with. And this focus on positive impact carries over into our technical work.
ESG & ETHICAL INVESTING
‘ESG’ stands for environmental, social and governance, and ESG investing looks at the sustainability and social impact of investing in a certain company.
As such, an ESG investment portfolio would avoid ‘sin stocks’, i.e., companies engaged in things like fossil fuels, tobacco, weapons etc.
It’s becoming increasingly popular amongst our clients and across the globe, and we’ve developed our own ESG portfolio that sits in line with our six guiding principles of investment. If you’d like to find out more or discuss your ESG options, don’t hesitate to let us know.
OUR CULTURE
The best talent wants to work for the best employer.
So, we’ve created a culture that our people love being part of.