Cooper Parry Wealth (CPW) is entering a new chapter, with new leadership and plans to scale across the UK, starting with a major push into Manchester and the North West.
David Kendrick, who stepped into the role of managing director in July, is leading the charge. With CPW already managing over £1.7bn of assets for 900 families, the goal is to grow that figure to £6bn over the next three years, delivering £50m revenue.
That growth will be driven by strategic acquisitions, key hires, digital investment and deeper integration with Cooper Parry’s wider business – particularly across its eight hubs in the East and West Midlands, Aberdeen and Edinburgh, Dungannon Northern Ireland, Manchester, Reading and London.
David has already started to expand the business in the North West, with key hires of Hannah Davies – director of growth, Paul Clifford – relationship manager and Anna McKenzie – paraplanner team leader. This rapid team growth is expected to continue, alongside acquisition conversations in the region.
“It’s exciting times,” said David. “We’re not re-platforming or relocating the business. We’re scaling out across the Cooper Parry group’s hubs. We’re in advanced talks with potential partners and talent to supercharge our presence in the region – a truly exciting time to be part of this great business.”
With a team of 80+ already in place, CPW expects to grow to nearly 300 people within three years.
