Cooper Parry Wealth launches Seccl-powered investment platform
Cooper Parry Wealth has launched an in-house investment platform powered by Seccl.
Source: professionaladviser.com
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Cooper Parry Wealth selects Seccl to power new investment platform
Cooper Parry Wealth, the financial planning firm has selected Seccl to power its new investment platform, ‘CP Accelerate’.
Source: moneymarketing.co.uk
Cooper Parry Wealth acquires London-based financial planner
Cooper Parry Wealth (CPW) has acquired London-based financial planning firm Future Perfect for an undisclosed sum.
Source: professionaladviser.com
Advice business buys London-based financial planning company
Acquisition boosts assets under management to more than £1bn
Source: international-adviser.com
PFS president Sarah Lord joins Cooper Parry Wealth
Sarah Lord has joined Cooper Parry Wealth as the firm’s first chief growth officer.
Source: professionaladviser.com