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At Cooper Parry Wealth, we believe Financial Planning should give you clarity, confidence and control, not complexity. Our advice is built around your Bigger Picture: what matters most to you, the life you want to live, and the legacy you want to create.
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We’re building the UK’s best financial planning led wealth management business – one that puts people before products and long-term relationships before quick fixes.
Managing over £2bn in assets for individuals, families, companies and trusts, we take a proactive, personal and collaborative approach, supporting not just you, but the people and legacy you care most about.
From evidence-based investment strategy to tax structuring and long-term planning, we coordinate every moving part of your financial world, so your money works quietly and efficiently in the background while you focus on the things that matter the most to you.
Built on decades of academic evidence and Nobel Prize-winning research, PortfolioScience is our proven approach to helping you build long-term wealth, staying calm through turbulent times, and making life count. Discover how PortfolioScience can power your investment strategy.
Explore financial planning built around your ideal life. Cooper Parry Wealth provide personalised, proactive support that brings clarity, confidence and long-term control over your financial future
Discover evidence-based investment management support that aligns your portfolio with your life goals and Bigger Picture – not guesswork or market noise.
We believe that the traditional wealth management model is broken, irrelevant and ineffective. It’s focused on financial products, not what they can help you achieve. And it’s serving the needs of those creating and selling the products, rather than those investing in them.
Before we talk about portfolios, tax wrappers or asset allocation, we start somewhere more important: What does money mean to you? What does security look like? What would a brilliant retirement feel like?
Only once we understand your Bigger Picture do we design the strategy.
“Because we’ve built this fantastic relationship over time, and the team are aware of the sale, the tax implications and my aspirations for the future, they’ve tailored the offering to align with those factors and the things I want to achieve.”
For Chris, many of those aspirations were travel related. So, we honed his financial plan with an appropriate structure to provide a tax-efficient income, whilst Chris focused on the things he really valued and his ideal lifestyle.
– Chris
Your financial life doesn’t sit in neat compartments, so your advice shouldn’t either. Investments affect tax. Tax affects legacy. Business decisions affect retirement.
As part of the wider Cooper Parry group, your financial planner leads and coordinates specialists across tax, corporate finance, audit and business advisory when needed.
You have one relationship. One joined-up strategy. One clear plan.
Our goal is to help female leaders to achieve clarity and confidence with their finances, and to address some of the key differences and challenges faced, in order to level the playing field.
Your Discovery meeting is an opportunity for us to better understand you, your life, and what matters most. Proper financial planning starts with understanding your Bigger Picture – where you are now and where you want to be in the future – so that any advice we give is genuinely aligned to what you want to achieve.
We build a clear, structured plan and walk you through it in plain English, so you understand exactly what’s happening, why it matters, and how it improves your position.
Markets move. Tax rules change. Life evolves. Our role is to help you make smart decisions consistently, especially during uncertainty. Research shows investors value behavioural guidance as much as performance – and that’s where disciplined, long-term advice matters most.
Everything we do starts with you.
What does money mean to you? How do you want it to affect your family? What does your ideal lifestyle look like? What’s on your bucket list? What worries you?
From there, we’ll build a plan that takes all of this into account.
Ewan Rosie
Funding University: A must know guide
Marie Smith
Levelling the playing field. Next generation financial planning for female leaders.
Wealth management is the coordination of investment strategy, tax planning, retirement planning and legacy structuring into one coherent long-term plan. It’s not about chasing returns. It’s about building financial resilience and clarity.
Cooper Parry Wealth will manage your investments, reduce tax inefficiencies, plan your legacy, protect your assets and ensure your financial world supports your goals.
It comes down to three things: capability, confidence and chemistry.
Capability:
Confidence:
Chemistry:
Financial planning is strategy focused. Wealth management includes financial planning, but also ongoing investment management, tax structuring and long-term stewardship of your wealth.
It’s for anyone with complex finances, significant assets or long-term goals that require expert support and ongoing strategy.
At least annually, whenever life changes, throws a curveball or when you want to discuss a change to your plan.
