Leading Midlands Wealth Management and Financial Planning firm, Cooper Parry Wealth has expanded its service offering in the West Midlands with the launch of a new wealth management team. This follows the merger of PKF Cooper Parry with established West Midlands accountants Clement Keys at the turn of the year. The new team, which will be headed-up by chief executive Stephen Jones, will be based at the firm’s Edgbaston offices.
Cooper Parry Wealth now has a 20-strong team based across the East and West Midlands and has trebled revenue in the last three years. The firm has enjoyed a number of successes in recent months including winning the IFP Accredited Firm of the Year title in 2015 and the Advisor Firm of the Year award at the New Model Advisor Awards (NMA) 2016.
The appointment of new wealth planner Tony Ross is a key appointment for the firm. Tony has a vast amount of experience; he is a Chartered Financial Planner and also holds the Investment Management Certificate and Private Client Investment Advice and Management Certificate.
Prior to joining Cooper Parry Wealth, Tony spent five years working at a boutique wealth management firm in Stratford-upon-Avon, where he supported high net worth individuals and their families.
In his new role at Cooper Parry Wealth, Tony will work closely with individuals who require comprehensive wealth management or more specific help with their financial affairs, whether that is retirement planning, managing investments tax efficiently or estate planning.
Commenting on his appointment, Tony said:
“I was keen to join Cooper Parry Wealth because I wanted to work with the best in the business and play my part in expanding the firm’s award-winning proposition across the West Midlands.
“It’s exciting to be part of a dynamic and forward thinking wealth management firm and be surrounded by people who challenge common beliefs and are seeking to influence the main stream.”
Stephen Jones, chief executive of Cooper Parry Wealth, added:
“We’re very pleased to welcome Tony to the new wealth management team at our Birmingham office.
“Our business continues to grow and the West Midlands is an important new market for us, building on the success we have had in the East Midlands and further afield,” added Stephen.
PKF Cooper Parry has hit the ground running since it launched its West Midlands operation, with the appointment of four new partners and the establishment of a number of new service offerings, including a new corporate finance and restructuring team, as well as an IT consultancy.
This will enable the firm to broaden its reach across the West Midlands and forms part of its strategy to increase revenues in Birmingham to £15m over the next two years.