Marie Smith
Relationship Associate Partner - East Midlands
Investment Management
Do you need advice on investing money, a Second Opinion on existing investments, or guidance to understand the costs and technical elements of investing? Cooper Parry Wealth can help.
4.76
Investment Management Built Around Your Bigger Picture
Whether you’re investing new capital, reviewing an existing portfolio, or seeking a Second Opinion, our approach is disciplined, transparent and evidence-based.
At Cooper Parry Wealth, investment management doesn’t begin with a product recommendation. It begins with understanding your Bigger Picture:
- What you’re trying to achieve
- How much risk you genuinely need to take
- How your investments fit within your wider financial plan
Only then do we build the portfolio and support you with ongoing portfolio management advice.
Why Investment Management Matters
Markets are unpredictable. Investor behaviour is not. Many portfolios fail not because markets don’t deliver, but because investors react emotionally to volatility.
Effective investment management is about more than chasing returns. It’s about:
- Capturing global market returns through diversification
- Avoiding unnecessary complexity
- Minimising costs
- Structuring portfolios tax-efficiently
- Maintaining discipline during periods of uncertainty
Done properly, investment management should feel calm, structured and intentional. Not reactive.
Not Sure Where to Start? Let's Chat
Need a Second Opinion?
If you’re unsure whether your portfolio is aligned with your goals or delivering value for money, we can provide an independent Second Opinion — offering clear, objective insight, not criticism.
Get Your Second Opinion
SUPPORTING SERVICES
PortfolioScience: Our Investment Philosophy
We invest using PortfolioScience, our evidence-based philosophy grounded in decades of academic research and real-world market data.
Rather than trying to predict markets or pick winning stocks, we focus on six core principles that have consistently been shown to matter. These principles are the foundations of everything we do, and the framework for our highly effective investment portfolios:
- Accept the stock market is hard to beat
- Understand that risk and reward are related
- Don’t put all your eggs in one basket
- Focus on the investment mix
- Keep your costs low
- Control your emotions and think long term
Discover Portfolio Science
PLAN WITH PURPOSE. START THE CONVERSATION
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.
Winning Trust Through Transparency
“Trust is a big thing for me
On the investment side of things, I leave it entirely to Cooper Parry Wealth. I trust what Stephen and Ewan are saying. Trust is a big thing for me.
It’s a different world that we’re investing in these days – what with Brexit and Donald Trump. But I’m confident in our future and how they are looking after our investments.
We have two children and Penny and I are both busy with work, I’m still CEO and she’s Director of the film company. But working with Stephen, Ewan and the Cooper Parry Wealth team gives us that peace of mind we were looking for.”
– Craig & Penny
Read Craig & Penny's Full Story
Understanding the Real Cost of Investing
Costs compound, just like returns. Excessive fees, opaque structures and unnecessary trading can quietly erode wealth over time.
We provide full transparency across:
- Platform costs
- Fund charges
- Adviser fees
- Transaction costs
And we ensure every cost is justified by value. Because performance isn’t what you earn – it’s what you keep.
What Our Clients Say
LATEST INVESTMENT MANAGEMENT INSIGHTS
Meet The Team
Cooper Parry
wealth
FAQS
Investment management gives you a professional oversight of your money – covering portfolio management, ongoing monitoring, risk management, and ensuring your investments align with your financial goals.
At Cooper Parry Wealth, we combine evidence-based investing with personalised financial planning to keep your portfolio structured, disciplined and aligned with your ideal life.
We start with your Bigger Picture: your goals, values, and how much risk you genuinely need to take. Only once we understand what you’re trying to achieve do we design a diversified portfolio built using our PortfolioScience approach – grounded in decades of academic research, market data and proven investment principles.
No. All investing carries risk, and markets will fluctuate. But a disciplined, diversified, long-term approach – following the six principles of CPW’s PortfolioScience – helps you capture market returns and avoid the behavioural mistakes that often derail performance.
The right portfolio is based on 3 key elements:
- How much risk you’re comfortable taking
- How much risk you need to take to achieve your goals
- What you can afford to lose and still be financially sound
IMPORTANT
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.