SURESH, NOV 25
“Everything was explained well and at our pace.”
Who we are
OUR VALUES
Our values are the guiding principles of CP. They define who we are as people. The specific behaviours we look for in all that we do. They’re how we interact with each other and our clients. They attract like-minded people to us and weed out those that don’t fit. And we hold them above all else.
Select a heading to find out more about our values
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We are adventurous, show entrepreneurial spirit, take smart risks and set outrageously big goals. We experiment. We dare to try new things with little fear of failure. We take tough decisions, push back and always challenge the status quo. We’re candid and fearless in calling out actions that work against our values and culture.
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We’re filled with passion, energy, and an irrepressible enthusiasm to get things done. We compete hard to win, with almost limitless belief. We dream big and imagine the unimaginable. We have an inner hunger, we move fast and always place big bets.
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We’re passionately curious and thrive on change. Every morning we get up, searching for a new way – a better way. We’re independent thinkers and we take ownership for our own development. Standing still either as a business or individually isn’t an option. We never stop growing, always questioning, always adapting, always stretching – reaching for more than we ever thought possible. Our capacity to grow knows no boundaries.
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We treat others well. We trust and are trusted. We play it straight. We’re candid and honest. No talking behind backs or ‘throwing stones’. No bitching, moaning or groaning. We’re authentic and real. We show humility and vulnerability. Acting with integrity, we take responsibility for past actions, admit mistakes and fix them.
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All for one and one for all. Celebrating every success, big or small. There’s no place for egos, politics or silo thinking. We search for and apply the best ideas – and share knowledge – regardless of the source. We treat the business as if it’s our own because we care deeply about CP. It doesn’t matter who you are – just what you do!
REVIEWS
MARK, FEB 25
“CPW gives us confidence that we have a solid and well considered financial strategy. When we have specific queries outside meetings they are usually answered promptly and in detail. Not sure we are making the best returns possible but good enough. A summary once a year of exactly how much we have made or lost in a 12-month period would be a useful additional piece of information”
BEV, FEB 25
“I feel that we could have had more nurturing and more communication given this is a new area for us – also sometimes communication isn’t great – but you are a lovely team”
CHRIS, FEB 25
“Your staff are great”
CLAIRE, FEB 25
“Excellent communications and relationship building. The on line system could be a bit slicker. We’ve had an issue with a pop up not being removed. But this is very minor.”
CLIVE, FEB 25
“Simon and his team offer a great service – keeping us up to date and responding promptly to any questions we may have. Thank you”
DARREN, FEB 25
“Please continue to do what you do.”
DAVID, FEB 25
“Sometimes think actions take too long especially when taking money out. During the time it takes the value of the investment can fall a fair bit, having said that the service we receive is excellent.”
DECLAN, FEB 25
“Breath of fresh air from our previous advisor. As a result of advice given by Brendan we have a higher performing and more consolidated portfolio with lower management charges. More importantly Brendan and his colleagues have provided a level of reassurance that we wanted, especially after the poor experience at St James Place. Brendan’s personal style and expertise along with the attention and time given to us as we made the transition to Cooper Parry has been greatly appreciated.”
ANDREW, FEB 25
“We are extremely happy with the service that we receive from Codie and her team. Communication is fantastic and any advice given is always explained in a very clear way. Wouldn’t hesitate to recommend CP Wealth”
WORK HERE
Do we sound like a bit of you?
We’re always on the lookout for electrifying people to join CP. Bright sparks. Trailblazers. Rebels. If that sounds like you, you’re in the right place.
Ready to smash the status quo with us? Find out more about working at CP and check out all our available roles.
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