Wealth Management

John and Anne have both had jam packed careers. John in the textile industry and Anne in bio-pharmaceuticals. A joint venture took them in a new direction and in 2007 they sold their Petrol Station business.

The couple had an existing investment portfolio with one of the larger banks, but the crash of 2008 changed things for many people, not least John and Anne!

Rick and Clare have been clients since 2013, over the years they’ve built a strong relationship with Cooper Parry Wealth and since Rick sold his business the couple have focused on living life to the full.

Having retired from an exciting and fast paced career in the biomedical technology sector, Rick was looking for reassurance around his finances and needed clear forecasting – planning for potential changes in circumstances was key for the couple.

Working with David has always been easy. David is extremely professional and knowledgeable but at the same time he is friendly, personable and genuine.

CPW has managed our wealth for ten years and during that time we have been very satisfied with every aspect of our dealings and look forward to working with them in the future.

Thank you David and CPW for always being there for us and for all your advice. You make our life easy.