FIVE DEALS DONE. PLENTY MORE TO COME

We’ve just welcomed high-calibre financial planning firm, Chamberlyns, to the Cooper Parry Wealth (CPW) team. 

Founded in 1997, Chamberlyns is an independent wealth management boutique and both a Chartered and Accredited Financial Planning, with an approach that complements CPW and our strong growth plans.  

This is our fifth acquisition of 2023. It follows deals with ihorizon and Acclivity in the Tech & High Growth space in February, the addition of London-based financial planning firm, Future Perfect, to the CPW team in April, and the arrival of Haines Watts London and its associated audit and advisory businesses in September. 

The deal takes CPW to over £1.3bn assets under management, with a headcount of around 70, while CP now consists of over 1,150 brilliant individuals.  

With more big announcements in the pipeline, keep ‘em peeled as we rocket towards our target of five-fold growth by 2025, improving and evolving everything we offer to you, our awesome clients, along the way. 

Ade Cheatham, our CEO, commented: 

“2023 began quickly and we’re showing no signs of slowing down. As well as being a high-calibre, specialist financial planning firm, the Chamberlyns team have successfully embarked on their own acquisition journey in the past. That experience is sure to prove useful as we continue ours, and given the cultural similarities between our businesses, I know the benefits for all parties and our clients will be huge.” 

Stephen Jones, Cooper Parry Wealth CEO, added: 

“Chamberlyns is a business I’ve known and respected for many years since myself and Michael Smith (CEO) first met in a best practice group in March 2010. I’ve watched their progression closely since then and admired their principles of true financial planning and evidence-based investing because our businesses share so much common ground.  

“Having met the rest of the Chamberlyns team over the years, I knew they’d be a perfect fit as we continue our deals through 2023 and beyond, positively impacting more lives and building a legacy to be proud of.” 

Michael Smith, former Chamberlyns CEO joins CPW as Head of M&A and Proposition. He said: 

“It feels like ideal timing for both businesses. There’s no question to me that Cooper Parry Wealth is one of the leading financial planning and wealth management businesses in the UK. And, as part of the wider Cooper Parry Group, it has that infrastructure and multi-disciplinary offering that would benefit Chamberlyns and our clients. 

“We’re excited to be joining a business combining pedigree and continuous innovation in the early stages of its acquisition journey, and I’m sure we’ll go from strength to strength.”