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What do you do?

My passion is working with people, helping them to understand how to achieve what they want from life. I want to capture your ambitions, dreams and desires, along with your fears and concerns and build you a personal financial plan that is meaningful to you.  I love doing this, because it will enable you to understand where you are now, where you want to be and therefore what you need to do to get there! This should provide you with the focus to grow your business, with a clear purpose in mind.  My work is driven by a desire to help you make life count.

We focus on you and your bigger picture, exploring your ideal lifestyle and how you want to spend your time. We care about everything – from what keeps you awake at night to what’s on your bucket list.  We’ll throw curve balls, dig deep and give you complete confidence in your money, your future whilst you continue to thrive doing what matter the most to you.

Why do you do it?

Getting this right enables people to do the things they really want to do.  Financial wellbeing is essential for our happiness, so we shouldn’t leave it to chance.

I’ve also seen the impact when individuals have not taken a joined-up approach to their Financial Situation, especially important when life suddenly changes (often unexpectedly!). The dangers of spinning too many plates, trying to coordinate your own team all at the same time of focus on your business.  I’ll be polite, it rarely works. Mistakes get made, fingers get burnt, all at the time when you should harness your own entrepreneurial spirit doing what you know best.

Let us coordinate an in-house team for you and be your sounding board. Everything we do will be completely joined-up and focused on YOU.

What’s on top of your bucket list?

Anything in the mountains or wilderness. I love road cycling, so a few (more) famous climbs are definitely on the list, alongside a summit of Mont Blanc and some more touring of the Scandinavian Islands.

simonw@cooperparry.com

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