WEALTH. LIFE. BALANCE

Amy provides advisory services to owner-managed businesses and private client individuals, including those with international tax considerations and families looking to ensure their wealth is managed in a tax-efficient manner. She also has particular experience in Inheritance Tax, succession planning and trusts. 

Ewan heads up CPW’s Relationship Managers and is responsible for keeping you happy. He also chairs our investment committee. Ewan has spent his whole career at Cooper Parry and joined us over 15 years ago. In that time, Ewan has helped many entrepreneurs, business owners and senior executives transition from busy, successful careers to a fulfilled life post-work. Whatever that may look like.   

Darcy helps you understand your financial goals and objectives, then builds and adapts bespoke financial plans to turn them into a reality. Having worked in financial advice for over a decade, Darcy enjoys simplifying the technically complex, advising holistically on building and managing wealth, pension planning, protection, investments, IHT and tax planning.   

Nick helps his clients to plan the life they really want to live, not the life others think they should. He works closely with clients to get to the bottom of what’s important to them. Then, helps them stay focused on that, with a tailored financial plan to make it all happen.  

Andy will be our host for the evening. Day to day, he focuses on learning about clients’ lives, their journey and their ambitions. That way, the CPW team can deliver dynamic plans to realise those goals and have a positive, long-lasting impact.