Wealth Clients Sandra & Andy

23 August '21

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In 2001 Sandra and I arrived in the UK from Australia and purchased a small business that manufactured school furniture. Although the business had been in operation for twenty years we could see the potential to grow it further. After ten years of hard work and everything else it takes to grow a business, we were in a position to consider our retirement. As a result we sold the majority of our shares and at this point we were able to retire. During our time in the business we had some dealings with Cooper Parry and it was at this time we were introduced to David Holmes.

At the point of retirement we realised that we would need professional help to manage our retirement funds. Having met David Holmes previously we felt comfortable in seeking his advice. It was important to us that we could trust in both David and Cooper Parry Wealth. From our first meeting it was clear to us that David and CPW were a good fit for us.

In the past ten years of retirement we have enjoyed many adventures and travelled the world along the way. We have a Motor Home in USA and a home in both Australia and England. Working with David and CPW has given us peace of mind and the confidence to live our life knowing that the advice we are given is always in our best interest.

Working with David has always been easy. David is extremely professional and knowledgeable but at the same time he is friendly, personable and genuine.

CPW has managed our wealth for ten years and during that time we have been very satisfied with every aspect of our dealings and look forward to working with them in the future.

Thank you David and CPW for always being there for us and for all your advice. You make our life easy.