CONTENT HUB

YOUR SAY REVIEWS

“You are always attentive to issues, giving prompt and clearcut advice.”

“I appreciate your balanced, logical advice and viewpoint on financial matters.”

“Ben is just great to work with. Makes things very clear and is wonderfully pragmatic and helpful. He (and Ana) go the extra mile and often respond to concerns out of hours, and nothing seems too much trouble. It feels like we are in safe hands!”

“Our answer hopefully would be 5 Stars, but at present CPW are in the process of transferring all our business from CPW/Transact to CP Accelerate and we are confused by a combination of numerous incomprehensible letters from Transact and confusing figures of our Trust and Portfolio Values we can see on line which never reconcile with our understanding of our total asset value prior to the transfer process starting. Until our entire Portfolio is Transferred we are unable to understand the work in process which is costing us a lot in fees. CPW send reassuring emails to us, but until the entire process is complete and following provision of an Accelerate App for our iPhones and iPad where we should be able to see a reconciled total valuation figure with which we agree, we cannot be satisfied.”

“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.