We’ve just acquired successful London-based financial planning business, Future Perfect, to become part of the Cooper Parry Wealth family.
This latest deal comes hot on the heels of our recent acquisitions in the Tech & High Growth space. Firstly, ihorizon – one of the UK’s leading early stage accounting players, and secondly, Acclivity, a boutique advisory firm specialising in accountancy, tax and consultancy to entrepreneurs and high growth early stage businesses.
All three are high-quality, London-based, specialist firms. And all three deals will feed into our ambitious growth plans, taking our total headcount north of 540. We also became the UK’s largest accountancy B Corp earlier this year. Safe to say, it’s a very exciting time to be at CP.
Ade Cheatham, Cooper Parry CEO, said:
“It’s been an incredibly fast start to the year and we’re on a roll. This Future Perfect deal is another sign of Cooper Parry’s 100% commitment to size and scale through the PE-backed acquisition of high calibre firms – who are the right fit – to help drive our ambitious client-first growth.”
Stephen Jones, Cooper Parry Wealth CEO observes:
“Right from the first tentative conversations with Future Perfect, we realised there was a genuinely likeminded approach. A proper connection. Both firms share a very similar philosophy. As a result, the client experience should be very smooth from the word go.”
Sue Royle, co-founder Future Perfect, adds:
“We were really impressed by the dynamic culture and ambition to be a leading financial planning force in the UK. It’s clear that everything’s in place to deliver an enhanced experience for our clients. I can’t wait for this new chapter to begin.”
Nick Crowe, co-founder Future Perfect, notes:
“In recent years, we’ve had a good deal of interest from other businesses. We have always had some key non-negotiables. Cooper Parry Wealth ticked every box – and plenty more. They are well-established, credible and will provide our client base with a perfect new home.”
Hear from Stephen, Sue and Nick in the deal announcement video below:
