PICTURE YOUR IDEAL LIFE.
FRAME A PLAN TO MAKE IT HAPPEN

This is wealth management. Powered by what matters most

WHO WE WORK WITH

From Business Owners, Senior Execs and Founders to Professionals, Trusts and Private Equity Executives, we work closely with successful people and their families.

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LIFE STAGES WE SUPPORT

Whatever stage of life you’re at, and whatever major events you’re going through, we’ll give you complete peace of mind around your finances and more time to do the things you love.

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EXPERT ADVICE

Every element of your personal finances is connected. So, we cover all of them together,
leaving no stone unturned – and no opportunity unexplored. See what that includes here.

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WHAT OUR CLIENTS SAY

“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.”

"CPW has managed our wealth for ten years and during that time we have been very satisfied with every aspect of our dealings and look forward to working with them in the future."

“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!”

“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.”

How We Can Help

Pension Planning Investments Life Assurance School Fees Planning Long Term Care Planning Inheritance Tax Planning Minimising Tax Liabilities Philanthropy

How We’re Different

The old wealth management model has long been broken. It focused on those selling products, rather than what’s best for those investing in them.

In line with our rebellious spirit, we’re disrupting the market like no other. From our welcoming hub workspaces and the latest tech to the specialist talents we attract to work with you. Every detail has our clients front of mind.

Best of all, we’ve been doing it consistently and successfully for years. You can catch up with our story here.

Our Story