Cooper Parry Wealth
Cooper Parry Wealth is the UK wealth management arm of Cooper Parry, offering financial planning, investment management, and tax-efficient advice to high-net-worth individuals, trustees, charities, and company funds across the UK and Ireland via offices in Derby, Birmingham, Bristol, Leicester, and London.
- Company typePrivate
- Founded-
- HeadquartersDerby, United Kingdom
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Cooper Parry Wealth does
Cooper Parry Wealth is the wealth management division of Cooper Parry, a UK-based accounting and advisory group headquartered in Derby with additional offices in Birmingham, Bristol, Leicester, and London. It provides financial planning, investment management, and tax-efficient investment advice to high-net-worth individuals, trustees, charities, and company funds, with a specialist proposition for female leaders. The group operates across the UK and Ireland, and the wealth business is positioned as a national challenger targeting more than £6bn in assets under management.
The division is built around three core offerings: Wealth Management, Financial Planning, and the proprietary PortfolioScience investment philosophy, which is described as an evidence-based approach to portfolio construction. Delivery is relationship-led, with named Relationship Partners and Directors serving clients through a "Right Fit" discovery meeting model, supported by a wealth client portal with iOS access. The proposition is differentiated within the UK mid-market by combining investment, financial planning, and tax advice under one brand, with cross-referrals drawn from the wider Cooper Parry tax, audit, and corporate finance practices.
The business model is fee-based and recurring, monetised through ongoing AUM and advice fees on advised client portfolios. Go-to-market is sales-led and direct, with a structured discovery layer filtering prospects before engagement. The AUM target signals an ambition to move from a regional Midlands practice to a national UK wealth manager, supported by the January 2026 acquisition of London-based financial planning firm GEM & Co and ongoing office expansion outside the East Midlands.
Cooper Parry Wealth firmographics
Firmographics- Name
- Cooper Parry Wealth
- Legal name
- Cooper Parry Wealth
- Website
- https://cooperparrywealth.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Cooper Parry Wealth is the UK wealth management arm of Cooper Parry, offering financial planning, investment management, and tax-efficient advice to high-net-worth individuals, trustees, charities, and company funds across the UK and Ireland via offices in Derby, Birmingham, Bristol, Leicester, and London.
- Ownership category
- akta.pro rank
Where Cooper Parry Wealth is headquartered
LocationHeadquarters
- HQ city
- Derby
- HQ country
- United Kingdom
- HQ region
- Europe
Offices4 records
Markets served
Cooper Parry Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D
Revenue model
- Wealth Management Fees: Fee-based wealth management services including investment management, financial planning, tax structuring, and legacy planning. Revenue likely derived from AUM fees and/or flat-fee planning arrangements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Bespoke wealth management services with personalized financial planning. |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Cooper Parry Wealth product offering
Product offeringCore offering
Cooper Parry Wealth provides fee-based wealth management and financial planning services to high-net-worth individuals, trustees, charities, and company funds across the UK. The offering combines personalized financial planning with evidence-based investment management under the proprietary PortfolioScience methodology, coordinating tax structuring, retirement planning, and legacy planning into a single long-term wealth strategy.
Product overview
Cooper Parry Wealth offers a unified wealth management and financial planning service built around their proprietary 'Bigger Picture' approach. The core product portfolio includes Financial Planning (personalized strategy), Investment Management powered by their PortfolioScience methodology (evidence-based investing approach), and Wealth Management (coordinating all financial aspects). They also provide specialized services including Tax Efficient Investment Advice and dedicated planning for Female Leaders. The company positions itself as a financial planning-led wealth management business that coordinates every part of clients' financial world.
Differentiator
Problem solved
Functional benefit
Brands
- PortfolioScience: Cooper Parry Wealth's investment philosophy built on decades of academic evidence and Nobel Prize-winning research, providing a proven approach to long-term wealth building.
Products and services
- Wealth Management Comprehensive wealth management service coordinating investment strategy, tax planning, retirement planning, and legacy structuring into one coherent long-term plan for individuals, trustees, charities, and company funds.
- Financial Planning Personalized, proactive financial planning service that provides clarity, confidence, and long-term control over clients' financial futures, structured around their Bigger Picture goals.
- Investment Management Evidence-based investment management service that aligns portfolios with clients' life goals and Bigger Picture, rather than guesswork or market noise.
- Tax Efficient Investment Advice Tax structuring advisory service to reduce tax inefficiencies and optimize investment returns within wealth portfolios.
- Financial Planning For Female Leaders Specialized financial planning service aimed at helping female leaders achieve clarity and confidence with their finances, addressing key differences and challenges to level the playing field.
Quantifiable outcome
- Client satisfaction rating of 4.74/5 based on 330 reviews
Companies that use Cooper Parry Wealth
Customer profileNamed customers1 record
Segments5 records
Ideal customer profiles3 records
Cooper Parry Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Cooper Parry Wealth partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- GEM & Co Finance PlannerscoreGEM & Co, leading London financial planners, joined Cooper Parry as part of the firm's national expansion strategy to reach £6bn AUM. This acquisition expands CP Wealth's presence in the London/South East market.
Scale indicators3 records
Recent moves5 records
Expansion highlights5 records
Cooper Parry Wealth competitors and assessment
Company assessmentBroad incumbents
- St. James's Place: UK's largest wealth manager, serving HNW and mass-affluent clients with managed portfolio solutions and adviser partnerships. Comparable in serving UK HNW individuals through a relationship-led advice model.
- Charles Stanley: UK wealth manager and stockbroker serving private clients, trusts and charities with discretionary and advisory investment services. Comparable in client segments and UK regional coverage.
- Quilter: UK wealth manager offering financial advice, investment platforms and wealth management to individuals across the UK mass-affluent and HNW segments. Comparable advice-led model and UK distribution footprint.
- Cazenove (part of Schroders): UK wealth management arm of Schroders providing investment management, wealth planning and advisory services to UK HNW individuals and families. Comparable in serving affluent UK clients with integrated tax, investment and legacy planning.
- Tilney Smith & Williamson: UK wealth manager and professional services firm serving HNW individuals, families, charities and trustees with investment management and financial planning. Comparable in trustee/charity segment focus and cross-discipline advisory.
- Rathbones Group: Listed UK wealth manager providing investment management, financial planning and tax advisory to individuals, charities and trustees. Closely comparable segment mix (HNW, trustees, charities) and evidence-based investment approach.
- Brewin Dolphin: UK wealth manager providing discretionary investment management and financial planning to private clients, charities and intermediaries across UK regions. Comparable client mix and multi-office model.
Direct peers
- London & Capital: UK wealth manager offering investment management, financial planning and tax advice to HNW individuals, families and charities. Comparable in segment focus and coordinated advisory approach.
- Saunderson House: UK IFA firm providing fee-based wealth management and financial planning to HNW individuals, trustees and charities. Closely comparable as a mid-sized, advice-led UK IFA serving similar client segments.
- EQ Investors: UK wealth manager and financial planner serving HNW individuals with sustainable, evidence-based investing and holistic financial planning. Comparable philosophy-led approach (evidence-based investing) and HNW targeting.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Cooper Parry Wealth social profiles
Digital presenceCooper Parry Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cooper Parry Wealth leadership team
Management profileNumber of profiles
Profiles9 records
Cooper Parry Wealth subsidiaries and ownership
Company hierarchySubsidiaries1 record
Cooper Parry Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cooper Parry Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Cooper Parry Wealth
What does Cooper Parry Wealth do?
Cooper Parry Wealth provides fee-based wealth management and financial planning services to high-net-worth individuals, trustees, charities, and company funds across the UK. The offering combines personalized financial planning with evidence-based investment management under the proprietary PortfolioScience methodology, coordinating tax structuring, retirement planning, and legacy planning into a single long-term wealth strategy.
Is Cooper Parry Wealth a public or private company?
Cooper Parry Wealth is a private company. It is classified as management employee owned and is currently operating.
When was Cooper Parry Wealth founded?
Cooper Parry Wealth was founded in -1. It employs 11 to 50 people.
Where is Cooper Parry Wealth based?
Cooper Parry Wealth is headquartered in Derby, United Kingdom, in the Europe region.
How does Cooper Parry Wealth make money?
One revenue line is on record: wealth Management Fees.
Who are Cooper Parry Wealth's main competitors?
Broad incumbents on record are St. James's Place, Charles Stanley, Quilter, Cazenove (part of Schroders), Tilney Smith & Williamson, Rathbones Group and Brewin Dolphin. Direct peers are London & Capital, Saunderson House and EQ Investors.
Does Cooper Parry Wealth have an API?
No public API is recorded for Cooper Parry Wealth.