Cooper Parry Wealth

Cooper Parry Wealth
Innovative financial planningExpert investment managementRisk and tax planningProfessional and dynamic teamWheelchair accessible facilities

Contact Details

Phone

+4***********63

Website

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Address

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DE74 2SA

About

Cooper Parry Wealth (CPW) is a leading financial planning firm in the UK, renowned for its innovative approach and exceptional service. Established in 1999 and reborn in 2010, CPW has grown to manage the wealth of over 500 successful individuals and their families. The team helps clients structure investments, manage risk, and create a legacy.

Operating from Derby, CPW offers a range of services including investment management, risk management, and tax planning. Appointments are required, and the firm is committed to providing a professional and welcoming environment.

Services

  • Investment management
  • Risk management
  • Tax planning

Opening Hours

Monday 8 AM-6 PM
Tuesday 8 AM-6 PM
Wednesday 8 AM-6 PM
Thursday 8 AM-6 PM
Friday 8 AM-6 PM
Saturday Closed
Sunday Closed

Frequently Asked Questions

What investment strategies does Cooper Parry Wealth offer?
Cooper Parry Wealth offers tailored investment strategies designed to meet individual client needs. The firm's experienced team helps clients structure their investments to achieve their financial goals, taking into account market conditions and personal circumstances.
How does Cooper Parry Wealth manage risk for its clients?
Cooper Parry Wealth employs a comprehensive risk management approach to protect clients' investments. This includes regular portfolio reviews, diversification strategies, and the use of advanced financial tools to identify and mitigate potential risks.
What makes Cooper Parry Wealth a leader in financial planning?
Cooper Parry Wealth is recognised for its innovative approach to financial planning, exceptional client service, and a team of talented professionals. The firm's commitment to going the extra mile for clients sets it apart in the industry.
What is TrustedIn.uk?
TrustedIn.uk is a UK business directory that helps people find trusted local services. It features established firms like Cooper Parry Wealth in Derby, known for their innovative financial planning and exceptional service.
How are listings on TrustedIn.uk curated?
TrustedIn.uk selects listings based on demonstrated expertise and community trust. Cooper Parry Wealth qualifies through its innovative approach, experienced team, and consistently positive client feedback.