Sarah Lord has joined Cooper Parry Wealth as the firm’s first chief growth officer.
Lord, who is president of the Personal Finance Society (PFS) and a long-standing board member at the professional body, was previously Succession Wealth chief client officer and before that a partner at Mazars. Cooper Parry Wealth said Lord, who is one of the highest qualified financial planners in the UK, would oversee its growth and development business strategy from its new offices in London's Shoreditch. Lord has worked in financial services for a number of different firms for about 20 years and specialises in working to improve clients' experience. She said: "I am hugely excit...
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