Wealth Management

FOCUSING ON YOUR FINANCIAL PLAN At Cooper Parry Wealth we believe the traditional wealth management model is broken. It’s focused 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.

What is Wealth Management
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.

At Cooper Parry Wealth we focus on you. We work with you to create a strategy on how you spend, save and invest your money – all with the ambition of helping you make life count.

We look after 437 families. We keep on picking up the biggest industry awards, we’re growing fast and 89% of people we meet become clients.

Cooper Parry Wealth

To find out more about us – our team, story, approach and latest blogs on making your life count – visit our website by clicking below.

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