CONTENT CENTRAL

REVIEWS & CASE STUDIES

“Everything was explained well and at our pace.”

“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”

“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”

“Your staff are great”

“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.”

“Simon and his team offer a great service – keeping us up to date and responding promptly to any questions we may have. Thank you”

“Please continue to do what you do.”

“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.”

“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.”

“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”