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At Cooper Parry Wealth, we help individuals, families and business owners build a financial plan that’s personal, proactive, and powered by what matters most. From retirement clarity to tax efficiency, from building wealth to protecting it, we join the dots, so your future feels secure, flexible, and full of possibility.
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Financial planning should never start with conversations about the latest products. True financial planning – the kind we deliver at Cooper Parry Wealth – starts with you.
We’ll ask you about your ideal lifestyle, values and priorities. Only then can we create a financial plan to turn those goals into a reality, with a roadmap that fits your life today – and adapts as it changes tomorrow.
With decades of experience supporting entrepreneurs, senior leaders, families, high-net-worth individuals, trusts and charities, our planners bring calm, clarity and structure to the complex decisions that shape your future. No guesswork. No assumptions. Just a plan that works for you.
The first and most important stage. We’ll spend time getting to know you so we can understand what’s important to you, your attitude towards money, where you are in life right now, and what you want to achieve in the future.
We call this your Bigger Picture – and it’s an essential step as we work with you to bring it into focus.
Next, we turn your Bigger Picture into a clear financial plan.
We’ll work out what your current lifestyle costs, what your ideal future lifestyle will cost, and how much is enough to support you for life.
Using sophisticated financial modelling, we’ll build a plan to make that ideal life a reality – reviewing and adapting it over time to ensure it always reflects your goals and circumstances.
To bring your financial plan to life, you’ll need expert advice across investments, tax, risk, pensions and wills.
Because everything is connected, we look at your finances as a whole – aligning every decision to your short- and long-term goals.
Short on time or expertise? We’ll act as your trusted partner, helping you make confident, well-informed decisions on the path to your ideal life.
Built on decades of academic evidence and Nobel Prize-winning research, PortfolioScience is our proven approach to helping you build long-term wealth, staying calm through turbulent times, and making life count. Discover how PortfolioScience can power your investment strategy.
Thoughtful financial planning begins with the right advice. Our experts are ready when you are.
From structuring investments and pensions to planning for retirement and legacy, we bring clarity to complex decisions. Together, we’ll create a considered, long-term strategy that protects what you’ve built and supports what comes next.
Phil describes himself as ‘unconventional’ and has been non-stop in business since leaving university. But began to think about money when he exited the business he’d built in 2007.
“I nearly lost my life – this changes things”
“In 2005 I nearly lost my life and spent a week in Intensive Care in septic shock. Since then I have taken on many non-executive roles in businesses and charities but my appetite to risk remains unusual – David, my adviser, will confirm that! Cooper Parry Wealth have always listened to me and what I want, their advice is tailored entirely around this which is very important to me”.
– Phil
Buy-to-let investing isn’t always the easy win it appears. Discover the true costs, tax implications and how property compares to other investments.
“Georgia Gritton is our trusted advisor, responsive and loyal to us.”
“Always available to help, with understanding and patience. Advice is personalised and no question or query too small or insignificant.”
“I’m happy with the continuous updates I get, the care & overall consistency shown. The information is always updated, I feel the company has my best interests at heart and always have a positive attitude towards improving the best for me. The staff are super supportive and are always interested in what I have to say. I have regular meetings informing me of my shares & profits and how best to move forward with valuable decisions benefiting the best for me & my family.”
“Regular contact and good advice.”
“Excellent advice and service. I was particularly grateful for the cash flow forecasting around my recent house purchase.
Not a lot to improve, but I’d appreciate an executive summary in the cash flow presentations, including a high level reconciliation to the previous period with the impact of key changes in assumptions.”
“Happy with the service. We are entering a pretty key period for us, life-wise, so optimistic that CP will be best partner to navigate us through it!”
“Always give balanced reviews and information when requested, good personal service and feel like they really understand the subject matter.”
“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”
It’s the process of understanding your goals, analysing your finances, and building a structured plan to help you achieve them – both now and in the future.
If you’re making big decisions around retirement, tax, investments, business exits, gifting, or long-term security, a planner can give clarity and confidence.
At least once a year – or whenever a major life or financial change happens.
Planning focuses on strategy and life goals. Wealth management includes planning but also investment management and long-term stewardship of your assets. At Cooper Parry Wealth, we combine the two.
We support a wide range of clients but typically individuals, families, trusts, companies, business owners or charities that have around £500k+ to invest.
If we’re not the right fit, we work with many other brilliant advisers we can put you in touch with.
Investment values and income can fall as well as rise, and you may get back less than you invested. You could, in some circumstances, lose all your capital. Past performance is not a guide to future returns. Overseas assets may be affected by currency movements, and inflation may reduce future purchasing power.
Lifetime cashflow planning, trusts and Family Investment Companies are not regulated by the Financial Conduct Authority (FCA). Content on this website is:
Based on current UK tax legislation and believed to be accurate at the time of publication, but may change. Tax treatment depends on your individual circumstances, including residency and domicile.
For general information only and does not constitute financial advice. You should seek independent professional advice before making financial or investment decisions.
Intended for UK investors only and does not constitute an offer or solicitation to buy or sell any investment product.
