KENT-BASED FIRM Creaseys is to leverage Cooper Parry’s wealth management expertise and create a new venture.
Known as Creaseys Wealth, the joint venture will help the firm offer a stronger range of services, bringing together investment management, tax mitigation, estate planning and risk minimisation.
Ben Waite has been hired by the new venture from Lloyds Private Bank to lead the project.
Emma Roberts, chief executive at Creaseys, said: “This will be a different approach to wealth management, with a group brought together to combine all elements of what is a specialist financial area. It is another stage in our planned growth programme.”
Stephen Jones, chief executive of Cooper Parry Wealth said there were gains to be made for both parties, as they look forward to working in a new region.
“We’re delighted to be joining forces with Creaseys, a firm who we have worked with for a number of years,” he said. “Our working model has seen us achieve substantial year on year growth in terms of revenue and assets under management and we look forward to continuing this success working with the team at Creaseys.”
PKF Cooper Parry is ranked 11 in the Accountancy Age Top 50+50 Survey, sponsored by Wolters Kluwer. The firm is part of the PKF UKI network.
Creaseys sits at 87 in the list of firms, with nearly £5m in revenues.
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