Cooper Parry Wealth
Every business will tell you they’re different. The private banks talk about their heritage and their global resources. Traditional stockbrokers will tell you how they can find you the best investments. And financial advisers shout about how they have more technical qualifications than everyone else. But there’s one thing they don’t like talking about… YOU We believe the traditional wealth management model is broken. It’s focussed on products, not what they can help you achieve. And it’s serving the needs of those selling these products, rather than those investing in them. Sure, you’ll want to know what to invest in. But will that mean you can spend more time with your family? Will it stop you worrying and make it easier to sleep at night? Will it help you enjoy the retirement you really want? We’ll have a relationship with you, not your money. NUMBER ONE 10 years ago, we made a decision to do things differently. To break the mould. To be the best at what we do. We scrapped the traditional model and created a new proposition. One that helps our clients achieve the things that matter most to them. What we’ve created is frighteningly simple but it works. We want our clients to make life count. TODAY So where are we now, 10 years later? We’re one of the leading and fastest growing financial planning firms in the UK. We’ve won numerous awards and we’re a long way towards our ambition of being number one.
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Verified contacts
61
available on Kipplo
LinkedIn employees
72
51 to 200 range
Open roles
—
no listings
Distinct roles
30
indexed titles
Tech stack
2
tools in use
Monthly traffic
4
organic / mo
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Decision-makers and verified team members
61 contacts with verified email or phone · masked until revealed.
- KH
Katie Hazelwood
Paraplanner · Finance & Accounting
EmailPhone - KN
Katie Nunn
Client Services Associate · Customer/Client Service
EmailPhone - VW
Victoria Waddell
Senior Paraplanner · Finance & Accounting
EmailPhone - ER
Ewan Rosie
Chief Client Officer · Sales & Business Development
EmailPhone
Showing 4 of 61 verified contacts
Top roles at Cooper Parry Wealth
30 distinct titles indexed · top 10 shown.
- 7client services associate
- 7paraplanner
- 5senior paraplanner
- 4relationship manager
- 3relationship director
- 2partner
- 2senior relationship manager
- 2trainee paraplanner
- 1associate adviser
- 1associate partner
- +20more titles
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