wealth management specialists in leicester, nottingham and derby
We are wealth management speciailists offering financial planning, investment and tax advice, offering a service that is as effective as it is reassuring. We pride ourselves on giving straightforward advice that provides complete financial peace of mind.
Working with clients before, during and after their retirement, we develop close partnerships with them, acting as their 'personal FD' and developing tailored strategies that achieve everything that is important to them.
First we get to know you & your vision, then tailor a strategy that will help you to achieve your wealth objectives. We'll review your lifetime cashflow and balance sheet & structure your assets to help you to meet your goals.
Our advice will enable you to preserve your wealth, structuring your investments efficiently to help you to achieve your goals. Our processes are robust and effective, based on Nobel Prize winning theory & evidence.
Our tax team can help you to enhance your wealth by minimising the impact of taxes. We identify tax efficient ways of transferring wealth to future generations, minimise inheritance tax and protect wealth through risk management.
We adopt the role of your 'personal FD', co-ordinating your expert network of other professional advisers, allowing you to enjoy your wealth with total peace of mind & complete confidence that your wealth is in safe hands.
Our reputation is built on delivering real results for our clients, so we only work with people for whom we know we can add real value. To find out more about the services offered by our Wealth team, or to explore whether we should work together, just call Stephen Jones on +44 (0)7775 700095 or email email@example.com or contact your local Cooper Parry team by calling:
Wealth Management Leicester: +44 (0)116 262 9922
Wealth Management Nottingham: +44 (0)115 958 0212
Wealth Management Derby: +44 (0)1332 295 544
Wealth Management London: +44 (0)207 193 5745