JO, JAN 26
”Personable, prompt, well explained advice, very flexible, efficient and overall a great service.”
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Reviews 1847
4.56
5 *
1146
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DORINDA, JAN 26
”I really appreciate the visits from Codie and the updates on my investments. She understands where I am coming from and is swift to action queries and questions. If any of my friends/family were seeking a financial advisor i would not hesitate to recommend her and Cooper Parry Wealth.”
RICHARD, JAN 26
”Generally good but I would say the communication on the tax side has not been as good since Lucy has been on maternity – I am having to chase for information.”
MARY, JAN 26
Paul has been very helpful and supportive, providing us with suitable investment plans for managing our mother’s funds. My sister and I find being responsible for our mother’s funds quite stressful. Paul has known our family for many years and we are so grateful to him for his advice, for taking the time to explain things to us and for listening to any concerns that we might have. We couldn’t manage without him!
MARTIN, JAN 26
”Relaxed relationship but still professional Listened to previous comments (ref R&D) and actioned accordingly.”
GRAEME, JAN 26
”More interaction.”
JOHN, JAN 26
“Our investment is performing very well. We don’t have the experience to know how you could improve on the management of our investment. Your service is friendly and informative.
Our decision to chose Cooper Parry for our investment was my wife’s and my immediate Impression that David Holmes is a strait forward, honest representative of your company, one we could trust and assume he would have our best interests at heart.”
CATHERINE, JAN 26
“Paul Allen and Josh are always available and responsive for ad hoc requests and advice and will “go the extra mile” to help. They give considered and well explained advice and act promptly. I never have to chase! A pleasure to work with.”
CAREY, JAN 26
“Approachable and knowledgeable, responsive to client questions. Feel the advice given adds value”
BERNARD, JAN 26
“Good regular meetings to discuss my needs. Support with other things regarding financial decisions have been helpful. Having a single point of contact is good and helps build trust. I have made multiple recommendations already.”
BEN, JAN 26
“Always on hand to help us with our financial affairs”
BEN, JAN 26
“Always on hand to help us with our financial affairs”
BARRY, JAN 26
“Good first meeting and seemed to understand what we were trying to achieve with Ian. Early days so difficult yet to fully comment.”
BARBRO, JAN 26
“Friendly and helpful”
BARBARA, JAN 26
“I am very happy with Nick’s service to me”
AUDREY, JAN 26
“We are kept informed on all matters relating to our investments”