CONTENT HUB

YOUR SAY REVIEWS

“Everything was explained well and at our pace.”

“Lot of changes in the team with the exception of our lead.”

“I have been pleased with the level of communication afforded and efficiency thereon.”

“Tom provides the insights, advice and assurance we’re seeking, need and were anticipating. In a professional and personable way. Sam is patient, persistent and meticulous with all the detail and execution. Yr 1 investment returns pleasing. Everything we were expecting based on recommendation and preliminary discussions and KO meeting with Tom and David.”

“My wife and I were introduced to Chamberlyns (now Cooper Parry Wealth) by a friend in 2019, The company understood our goals and with Peter being our financial consultant we have achieved these. Peter has always been there for us whenever we wanted advise or recommendations on financial matters not just for us but our family too.”

“Professional, clear and concise advice, and very responsive team. Competitive and fully transparent fee charging structure.”

“Ben and Ana are very responsive and take ownership of the areas they are supposed to manage, especially Ana.”

“Great service and attention to detail. Tom is very knowledgeable and helpful.”

“Happy with the performance of the portfolio and the advice I have received.”

“Professional, proactive and efficient. Follow up from meetings could be improved. Perhaps circulate a list of the action points and progress against them at regular intervals following the meeting – eg immediately post the meeting, then two weeks later, a month later and two months later etc until all action points have been dealt with?”

“Taking time& patience with an elderly widow who has not had to be totally involved with investments& finance before. Personal contact at least once a year with you is necessary& helpful-not always on line or by correspondence and to be available to speak to when needed.”

“Paul continues to give great advice on our investments allowing us to plan our imminent retirement.”

“We feel that with being with Cooper Parry our financial wellbeing is being well looked after. Meetings with Paul and other members of the team are friendly and informative, and help reassure us that our future plans are achievable. Paul uses a range of graphs and visual aid to help illustrate how we are doing and why our future wealth will look like, depending on various factors.

“Very informative without being intrusive. Good return on assets.”

“Extremely professional. Meetings are very explanatory and well considered towards my portfolio. Expert advice given, but always left to my final decision on way forwards. I never feel forced into CPW way of thinking. Feel safe and secure. Darcy and her team are kind and courteous. Best decision I made coming to CPW.”

“First class service, has been for the last eighteen years. No problems and good advice given about markets and trends. Also David is quick to respond when called upon.”