Cooper Parry Wealth acquires London-based financial planner

Future Perfect joins CPW bringing AUM to more than £1bn

Jenna Brown
clock • 1 min read

Cooper Parry Wealth (CPW) has acquired London-based financial planning firm Future Perfect for an undisclosed sum.

The latest CPW deal means its assets under management now stand at more than £1bn with a headcount of above 50. Future Perfect, founded in 2005 by Nick Crowe and Sue Royle, incorporates financial life planning using cash flow forecasts and investment options using low-cost evidence-based portfolios. Crowe will remain with the business for the next two years to ensure a smooth transition, CPW said. It added that Royle would take up a new role within the business for the long-term. Cooper Parry Wealth chief executive Stephen Jones said: "Right from the first conversations with Future...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

What a classic '80s movie tells us about today's language of financial advice

What a classic '80s movie tells us about today's language of financial advice

'Forty years is a long time in film. Even more so in financial services'

Roger Brosch
clock 27 January 2026 • 4 min read
Deal Dive: Advice firm deals 2025 wrapped

Deal Dive: Advice firm deals 2025 wrapped

Deals announced in Q4 before the year ended

Isabel Baxter
clock 27 January 2026 • 2 min read
Ahmed Bawa: The changes advisers are asking for in 2026

Ahmed Bawa: The changes advisers are asking for in 2026

Functionality, not workarounds

Ahmed Bawa
clock 27 January 2026 • 4 min read