Cooper Parry Wealth’s (CPW) CEO Stephen Jones will be retiring in August after 20 years at the helm.
David Kendrick from the firm will be stepping into a new role as managing director, pending regulatory approval. CPW said Jones will be conducting a detailed handover with Kendrick as he transitions into his new role. "I'm incredibly proud of the business we've built," Jones shared. "From seven people in the team managing around £50m of assets when I joined in 2005, to 70+ people looking after well over £1.5bn of assets today." "I'm really pleased we took some brave decisions in that time," he continued. "Transforming the business from transactional, low-quality IFA to what I belie...
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