Hot on the heels of Chamberlyns joining the Cooper Parry Wealth (CPW) team earlier this month, we’ve completed the acquisition of Creaseys Wealth.
The news marks our third deal of 2023 after we acquired Future Perfect back in April, and it’s another significant step in our ambitious growth plans and mission to positively impact more lives.
Previously, Creaseys Wealth was a joint venture. Set up by ourselves and Creaseys back in 2015, and headed up by Ben Waite, it grew quickly to £220m AUM. Now, as we acquire the second half of that joint venture, Creaseys Wealth will join CPW, but there will be no change to the quality of our service.
That’s because, from an operational perspective, the joint venture was already run by the CPW team. So, there will be no change to the advice and service clients have come to expect.
Stephen Jones, Cooper Parry Wealth CEO, commented:
“The joint venture has been an incredible success. We’re really proud of what we’ve achieved together, but now, with the size Creaseys Wealth has reached (£220m AUM) and our future growth plans, it feels like the right time to simplify the business and take full ownership.
For our clients, it will be very much business as usual. Since joining us in 2015 to head up Creaseys Wealth, Ben Waite and his team have been fundamental to the success we’ve had, and I’m excited to have them playing a key role in the continued growth of CPW.”
