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Cooper Parry Wealth has appointed Chris Davies and Paul Holbrook to senior leadership roles to strengthen its presence across Birmingham and the Midlands.
Davies joins as client relationship director to advise business owners, founders, and senior executives on retirement planning and corporate exits.
Meanwhile, Holbrook has been named business development director, following 14 years at HSBC where he was most recently regional director for the East Midlands.
The hires support the firm’s objective to expand its headcount from 80 to approximately 300 staff within the next three years.
The business is currently investing in specialist expertise and technology to facilitate its UK-wide scaling.
The company operates a model where relationship managers support between 50 and 70 clients. This compares with a wider financial services industry average of 269 clients per adviser.
Dave Holmes, regional head for the Midlands, said: “I believe the key to unlocking your financial potential is appointing a quality Financial Planner who listens to you, who is with you for the long term and who genuinely cares about you reaching your goals.”
Holbrook added: “My focus is simple: understand what truly matters and make sure they have the clarity, confidence and strategy to make it happen. Whether someone is growing a business, approaching an exit, planning for family or defining their next chapter, I want their wealth to be aligned with their purpose.”
