- A No Bull Podcast
- Accounting & Finance Expertise
- ACCOUNTING ADVISORY
- Alice Stephenson – Founder & CEO, Stephenson Law
- All News
- April Bembridge – Chief People Officer, Cooper Parry
- 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
- COCO – CP: A Force For Good Webcast
- COCO – Podcasts and Webinars
- COCO – Podcasts and Webinars – A Bembridge
- COCO – Podcasts and Webinars – Business Resilience
- COCO – Podcasts and Webinars – D Shirley
- 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
- Contact Us
- COOKIE POLICY
- Cooper Parry Book Club
- Cooper Parry Event
- CORPORATE AUDIT
- Corporate Finance
- Corporate Finance – M&A Webinar
- Corporate Finance – What Our Clients Say
- CORPORATE FINANCE DEALS
- Corporate Social Responsibility
- Covid-19
- 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
- A No Bull Podcast
- Accounting & Finance Expertise
- ACCOUNTING ADVISORY
- Alice Stephenson – Founder & CEO, Stephenson Law
- All News
- April Bembridge – Chief People Officer, Cooper Parry
- 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
- COCO – CP: A Force For Good Webcast
- COCO – Podcasts and Webinars
- COCO – Podcasts and Webinars – A Bembridge
- COCO – Podcasts and Webinars – Business Resilience
- COCO – Podcasts and Webinars – D Shirley
- 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
- Contact Us
- COOKIE POLICY
- Cooper Parry Book Club
- Cooper Parry Event
- CORPORATE AUDIT
- Corporate Finance
- Corporate Finance – M&A Webinar
- Corporate Finance – What Our Clients Say
- CORPORATE FINANCE DEALS
- Corporate Social Responsibility
- Covid-19
- 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
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.
“We needed someone we could rely on”
“Living with illness isn’t cheap and this is something we needed to consider when it came to our finances, we were seeking reassurance and our adviser has always given that to us. 2017 was particularly stressful for us and despite being focused on an operation it was good to know our finances were being looked after.
“Our adviser, Pete Brewill, is reliable and friendly, we get along and he puts a lot of effort in to making sure he understands our personal situation. He’s always encouraging us to enjoy the money we worked hard to earn!
“We have enjoyed cruises, trips to Disneyland and helped with the children’s weddings – it feels great to be so in control of our money that we know we can afford to do this whilst maintaining our standard of living and saving for the future.”
“We don’t have to make guesses about our money”
“The tools Cooper Parry Wealth use are fantastic, we can see exactly how much money we have, where it’s coming from and how much we need going forward. There’s no guessing when it comes to what might happen in the future, they show us how our financial situation might change by forecasting under different circumstances, such as an extra holiday or more care as we get older – they’ve got it covered.”
“We’re very involved in our finances and like to understand the detail, Pete works with us to ensure we’re on track each year. We couldn’t be happier with the service”.