WEALTH. LIFE. BALANCE

Wednesday 8th May

X+Why The Orchard (London)

5.00pm- 8:30pm

Register Your Interest

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On Wednesday 8 May at 5pm, the Cooper Parry Wealth team is bringing their Wealth. Life. Balance event to London’s stunning X+Why The Orchard. 

Informative. Collaborative. Timely. The evening will show you how to get more out of your money by structuring your investments, managing risk, and minimising tax. We’ll also be sharing practical tips to move towards financial freedom, realise your ideal lifestyle and create a long-lasting legacy.  

It’s about finding the right balance between managing your wealth and living your life. Leaving no stone unturned – and no opportunity missed.  

We’ve handpicked expert speakers to cover key topics, including: 

  • How To Pay Less Tax & Leave A Meaningful Legacy – Practical tips, stories and suggested structures to save on tax and pass wealth to future generations. 
  • Investment Markets – With so much going on in the world, how can you maximise your investment success. 
  • Making Life Count – The value of proper financial planning and tips to make decisions with greater clarity. 

There’ll be plenty of time to ask your own questions, connect with fellow guests and enjoy Cooper Parry Wealth’s trademark hospitality too. So, what are you waiting for? Register your interest below. 

Agenda


5:00pm - 5.30-pm

Arrival, Drinks & Networking


5.30pm - 5.40pm

Welcome


5.40pm - 6.00pm

How To Pay Less Tax & Leave A Meaningful Legacy


6.00pm - 6.20pm

Investment Markets


6.20pm - 6.50pm

Guest Speaker


6.50pm - 7.10pm

Making Life Count


7.10pm - 7.30pm

Q&As


7.30pm - 8.30pm

Networking, food and drinks.

AMY ROBINS

PARTNER, TAX, COOPER PARRY

Amy provides advisory services to owner-managed businesses and private client individuals, including those with international tax considerations and families looking to ensure their wealth is managed in a tax-efficient manner. She also has particular experience in Inheritance Tax, succession planning and trusts. 

Read more about Amy

EWAN ROSIE

CHIEF CLIENT OFFICER, COOPER PARRY WEALTH

Ewan heads up CPW’s Relationship Managers and is responsible for keeping you happy. He also chairs our investment committee. Ewan has spent his whole career at Cooper Parry and joined us over 15 years ago. In that time, Ewan has helped many entrepreneurs, business owners and senior executives transition from busy, successful careers to a fulfilled life post-work. Whatever that may look like.   

 

Read more about Ewan

DARCY NEEDHAM-JONES

RELATIONSHIP MANAGER, COOPER PARRY WEALTH 

Darcy helps you understand your financial goals and objectives, then builds and adapts bespoke financial plans to turn them into a reality. Having worked in financial advice for over a decade, Darcy enjoys simplifying the technically complex, advising holistically on building and managing wealth, pension planning, protection, investments, IHT and tax planning.  

Read more about Darcy

NICK TAYLOR

RELATIONSHIP DIRECTOR, COOPER PARRY WEALTH 

Nick helps his clients to plan the life they really want to live, not the life others think they should. He works closely with clients to get to the bottom of what’s important to them. Then, helps them stay focused on that, with a tailored financial plan to make it all happen.  

Read more about Nick

ANDY SHEENA

BUSINESS DEVELOPMENT DIRECTOR, COOPER PARRY WEALTH

Andy will be our host for the evening. Day to day, he focuses on learning about clients’ lives, their journey and their ambitions. That way, the CPW team can deliver dynamic plans to realise those goals and have a positive, long-lasting impact.  

Read more about Andy