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- Are You Claiming The Right Amount? Gated
- AUDIT – WHAT OUR CLIENTS SAY
- Audit and Assurance
- AUDIT FOR AIM LISTED COMPANIES
- Award-Winning Know-How. Startup To Scale Up
- Big 6 Pedigree. Rebel Thinking
- Bundle and Pricing Options
- BUSINESS STRUCTURING
- Business Tax
- Capdesk & CP Futures: Delivering the A round webinar
- CAPITAL ALLOWANCES
- CAPITAL GAINS TAX
- Careers – Our Roles
- Careers Contact Us
- Careers Trainees FAQs
- CF – Webcast – Attractive Deals
- Charities
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- COCO – Podcasts and Webinars – Business Resilience
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- COCO – Podcasts and Webinars – P Rogers
- COCO – Sky View Reopening
- COCO – The role of HMRC
- COCO – Your Personal Finances
- COCO – Podcasts and Webinars – Andy P Ben R
- COCO – Podcasts and Webinars – Mark B and Tara W
- COCO- Financial Reporting During This Chaos
- COCO- Financial Support Backed By The Banks
- COCO- Help For Individuals And The Self-Employed
- COCO- Help With Commercial Rates And Business Rates
- COCO- Leading In Uncharted Waters And Looking After Your People
- COCO- Leading In Uncharted Waters And Looking After Your People
- COCO- People. Retaining Your Most Valuable Asset
- COCO- Technology & Remote Working
- COCO- VAT, Customs and International Trade Support
- Contact Thank You
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- CORPORATE FINANCE DEALS
- Corporate Social Responsibility
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- COVID-19 COLLABORATION
- Covid-19 Collaboration-news
- COVID-19 TASKFORCE
- Covid-19 What it means for you
- COVID-OVERVIEW
- CP Futures
- CP Futures Tech 100
- CP Tech 100
- CPERS: COOPER PARRY ENQUIRY RESOLUTION SERVICE
- DIVERSITY POLICY
- Donna Challinor – Senior R&D Incentives Manager
- Early Careers Programme
- Early Stage
- Early Stage – WHAT OUR CLIENTS SAY
- Eddie Latham & PJ Scott – Co-founders, Velocity Commerce
- Education
- EMPLOYMENT TAX
- Financial Compliance
- Find Us
- Future Events
- Galahad Clark – Founder VivoBarefoot
- Gated Content Landing Page
- GLOBAL TALENT PROGRAMME
- Helena Hills – Founder & CEO, TrueStart
- Homepage Old
- Homepage V2
- Hub CP
- HUB CP – Justin Harling Snippets
- HUB CP – Live Lounge
- HUB CP – Live Lounge Juliet Barratt Snippets
- HUB CP – Live Lounge Velocity Snippets
- HUB CP – Rob Law Trunki Snippets
- Hub CP 3
- HUB CP LOUNGE – PACT COFFEE
- HUB CP LOUNGE – PAUL SCHAFFER, PLUM PRODUCTS
- Hub CP Podcast
- HUB CP Thank You
- Hugo Tilmouth – Founder & CEO, The Up.co
- In Their Words
- In Their Words Retail
- INDIRECT TAX
- Inheritance Tax
- INTERNATIONAL TAX
- Investment Calculator UK
- James Hyde – Founder & CEO, James and James
- Jay Richards & Cat Agostinho – Co-Founders, Imagen
- Justin Harling – CEO, CAE Technology Services
- LANDLORD
- LEGAL STUFF
- Let’s Stop Calling It R&D V2 Gated
- Life at cooper parry
- Lounge Underwear Webcast
- MAKING TAX DIGITAL
- MANAGING AGENTS
- Marketing Preferences
- Marketing Thank You
- Merry Christmas!
- New Homepage
- New Hub CP
- New Hub CP Live Lounge
- Newsletter Form
- Newsletter Thank You
- NFP – Video – Nick Simkins
- NFP – Webcast – Bhavesh Patel
- NFP – Webcast – Sarah Chambers
- NFP Webcasts And More
- Not For Profit Audit
- Operational Systems & Technology
- Our People
- Meet the Team
- Meet the Team Retail
- Our People – Big Business
- Our People – Business Tax
- Our People – Capital Allowances
- Our People – Corporate Finance
- Our People – Early Stage
- Our People – Leadership
- Our People – Marketing
- Our People – New Business Relationships
- Our People – Not for Profit
- Our People – Outsourcing
- Our People – Pensions
- Our People – Personal Tax
- Our People – R&D Incentives
- Our People – Service Charge
- Our People – Tech & High Growth
- Our People – Transaction Services
- Our People – Transaction Tax
- Our People – VAT
- Our People – Wealth
- Our People Audit
- Our People Team
- Our Why And Values
- Outsourcing
- OVERSEAS EXPANSION
- Past Events
- Paul Richardson – Executive Chairman, Gymshark
- Paul Turton – CEO, Pact Coffee
- PENSIONS AUDIT
- Personal Tax
- Personal Tax Compliance
- Personal Tax: Articles And Plenty of FAQs
- PLACEMENT ROLES
- Preference Centre
- PRIVACY POLICY
- PROPERTY AND LANDLORDS
- R&D Capital Allowances
- R&D Contact Thank You
- R&D Contact Us
- R&D Gated Form
- R&D Newsletter Thank You
- R&D Tax Credits Questionnaire: Are you eligible?
- Raising Finance
- Read All About It
- Rebelution 2
- Rebelution 2
- Rebelution 2 Top Tips – Cooper Parry Corporate Finance
- Rebelution 2 Top Tips – Cooper Parry IT
- Rebelution 2 Top Tips – Cooper Parry Wealth
- Rebelution 2 Top Tips – CP Futures
- Rebelution 2 Top Tips – VAT & Brexit
- Research & Development Tax Credits
- RESIDENCE & DOMICILE ADVICE
- Retail
- Retail Advisory
- Retail Rocks 2021 Content
- Retail Tax
- Rob Law MBE – Founder, Trunki
- Scale Up & High Growth
- Service Charge
- Service Page Form
- SETTING UP BUSINESS IN THE UK
- SHARE INCENTIVES AND REWARD
- SHAREHOLDER TAX ADVICE
- Shaun Doak – CEO, React Group Plc
- SNAPSHOT
- STRATEGIC ADVISORY
- Strategic Management Accounting
- Strategy & Culture
- Succession Planning
- SUSTAINABILITY
- Tax – What our clients say
- TAX COMPLIANCE SERVICES
- Tax Services
- TAX SETTLEMENTS AND INVESTIGATIONS
- Teams How To Guides
- Teams How To Guides Answers
- Tech & High Growth
- Tech & High Growth
- Tech & High Growth – What our clients say
- Tech & High Growth – Connected to the Eco System
- TEN STAGES TO INVESTMENT
- TEN STAGES TO SALE
- Test Form
- The Process. Tried. Tested. True
- This Is Us
- Tom and Tina Warner – Co-Founders, Warner’s Distillery
- Transaction Deals
- Transaction Services
- Transaction Services – What Our Clients Say
- TRANSACTION TAX
- TRANSFER PRICING
- Trusts and Estates
- VAT SERVICES
- Virtual Bookkeeping
- Virtual FD
- We Get You. A High Growth Mindset To Match Yours
- Wealth
- Wealth- What Our Clients Say
- Website How To Guide
- Well being
- Well-Connected. Well-Versed
- What our clients say
- XCP Sign Up
- Your Development
- Your Say
- Your Say Contact Us
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!
“We wanted to travel regularly and support our children”
The financial crisis changed the way John and Anne thought about their money and they knew it was important to protect it – after all they had dreams to fulfil and a retirement to enjoy. A little time after 2008 David Holmes became the couple’s adviser.
We helped John and Anne shape their financial goals and make them a reality. They wanted to travel, enjoy their hard-earned retirement and make sure their children could get the education they needed for their careers to take shape. This is where we came in…
“The projections are so useful – there is no bullsh*t when it comes to David”
“We have a great relationship with Cooper Parry Wealth, the team is always welcoming and so is the office! I would recommend them to any of my friends. Most importantly we reap the rewards of their advice every day and seeing our aspirations coming to fruition is amazing!”
John and Anne have visited all 7 continents of the world and supported both their children through university – one is a teacher and the other training to be a vet. “Both of these things were long term goals for us, we wouldn’t have achieved them without the help of Cooper Parry Wealth”.
“The projections we see are so reassuring”
“We meet with the team once or twice every year and they show us what we need to know in a way that is easy to understand and extremely reassuring. Cash flow projections are a great example, we can see how much money we’re going to need and how to make sure we have enough. This isn’t just based on our life now, it brings in all kinds of changes that might come up over the years – so much has changed already but it doesn’t stop the team from giving us sensible advice that guides our decisions”.