Financial Planning

Financial Planning

Helping you get real about your finances


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We provide high quality fee-based personal and business financial advice

We believe in:

  • fee-based and not commission based solutions - driven by your needs this ensures our advice is entirely independent.
  • transparency in fees and services - we provide you with known services for known costs to ensure there are no nasty surprises.
  • financial planning - it’s more than a choice of SIPP or SSAS, bonds or unit trusts.  It’s about a deeper understanding of your current and future financial position to help you achieve your objectives.
  • integrated solutions - as part of Cooper Parry we are uniquely placed to access advice from other experts.
  • quality ongoing service - we have a strong team of 22 including eight consultants. Our team members are well-qualified, experienced and dynamic and will provide you with regular reviews and on-going financial planning support.

What's the Latest?

Ewan Rosie

New Appointment at Cooper Parry - Ewan Rosie

Business Advisers Cooper Parry have appointed Ewan Rosie as Paraplanner to help provide financial advice to high net worth clients. His work will involve tasks such as fund research, report ...

Don't miss out on your ISA allowance

Don't Miss out on your ISA Allowance

ISAs offer valuable tax benefits and the ability to invest up to £7,200 for the current tax year. The new tax year runs from April 6 to April 5 and it is important to use as much of your annual ...

People Wire

Launch of People Wire

Our new bi-montlhy People Wire focuses on Cooper Parry’s people related services – HR Consulting, Employee Benefits, Learning and Development, Employee Taxes and Payroll. It will keep you up ...


Other News

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