Investments

Do you need advice on investing your money, a second opinion on existing investments, or guidance to understand the costs and technical elements of investing? Cooper Parry Wealth can help.

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Most wealth managers dive straight into the investment products they’d recommend when you speak to them.

But if they haven’t taken the time to find out more about you, your values, your priorities, your concerns, and everything you want your investments to help you achieve, how can your portfolio reflect that?

Our investment advice starts with getting to know you. Then, we can help you build and manage investments tailored to your objectives, attitude to risk, and ideal lifestyle.

Because all areas of your personal wealth are linked in some way, your plan will also cover how to manage risk, structure your investments, keep tax to a minimum and create a legacy that lasts – our approach.

WHY GET INVESTMENT ADVICE?

The investment world can be complicated. Particularly if you don’t have much experience or you’ve recently acquired a large sum of money through inheritance, a property sale, or similar.

We specialise in helping you grow your money, getting your savings to work harder, and taking the guesswork out of your future. PortfolioScience is our way of investing. Based on Nobel Prize-winning research, academic evidence and most importantly, common sense, it’s centred on six principles of successful investing. Take a look here.

We’ll help you navigate market volatility and avoid short-term, knee-jerk reactions that could harm your finances too. And whenever you have an investment decision to make, we’ll give you the peace of mind that it’s the right one, taking your long-term goals and values into account.

Investment costs are another key area to keep in check. Often hidden, they can eat away at your wealth. And with so many people focused on investment performance, they can fall by the wayside. Read The Truth About Investment Costs here.

NEED A SECOND OPINION?

Perhaps you have some existing investments that aren’t performing as you hoped? Or niggling doubts in an uncertain market?

You want to know you’re getting the best out of your current set-up and adviser. So, our award-winning experts can offer a Second Opinion, analysing your investments’ performance, whether they’re the right risk level for you, and if the charges you’re paying are competitive.

It’s not just your investments we’ll look at either. Second Opinion is a 360˚ review of your overall financial position, the tax efficiency of your arrangements, whether you’re taking too much (or not enough) investment risk, and how to leave a legacy that lasts.

If we spot areas for improvement, we’ll suggest actions. A Second Opinion won’t cost you a bean. And there’s no obligation. Find out more here.

ESG INVESTING

Are you starting to question whether your investments are doing good in the world? ESG (Environmental, Social, Governance) investment portfolios focus on companies’ sustainability and social impact, avoiding ‘sin stocks’ like companies engaged in things such as weapons, tobacco, and fossil fuels.

ESG investing is becoming increasingly popular for good reason. And, as a B Corp Certified business, we’re well-positioned to guide you through your options, and we have our own ESG portfolio, aligned with our six principles of investment.

WHAT OUR CLIENTS SAY

We recently sat down (in their wonderful new home) to chat with long-standing Wealth clients, David and Caroline. We covered loads of things, but perhaps most importantly we talked about what we did that made life really count to them.

“We have a really good working relationship. They’re not frightened to say when they think something needs to change or we should do something differently. The team are first rate.”

“We have a great relationship with Cooper Parry Wealth, the team is always welcoming and so is the office! I would recommend them to any of my friends. Most importantly we reap the rewards of their advice every day and seeing our aspirations coming to fruition is amazing!”

“Cooper Parry Wealth have a unique investment philosophy. They aren’t out there trying to be active fund managers, trying to pick the best investments. They use index tracker funds which is a philosophy I believe in. It’s a very attractive proposition.”

“I value the personal attention I get – the advice is joined up and my wife and I feel really looked after. There are always people on the other end of the phone to answer any queries we might have.”