Accountancy firm accelerates growth with two new appointments

Cooper Parry Wealth (CPW) is accelerating its Midlands growth with two new appointments.

Chris Davies joins as client relationship director and Paul Holbrook takes up a complementary role as business development director focused on building strong connections across the region.

Chris Davies role as client relationship director will see him supporting business owners, founders and senior executives as they navigate pivotal moments in their lives.

These include selling a business, planning retirement, going through major change or coming into significant wealth.

Chris said of his appointment: “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.

“I am excited to bring Cooper Parry Wealth to the West Midlands marketplace and to support clients here with the attention and care they deserve.”

Paul Holbrook brings more than twenty years of financial services experience, including over fourteen years with HSBC most recently as Regional Director in the East Midlands.

At CPW, Paul will focus on building trusted relationships and helping more people access high quality, life centred financial planning.

Paul said: “I help people connect their financial decisions to their personal life ambitions.

“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.”

The appointments support CPW’s wider growth plans as it scales across the UK. The firm’s client first approach remains central to this growth.

While the industry average sits at around 269 clients per adviser, each CPW Relationship Manager supports just 50 to 70 clients.

This ensures the depth of attention, time and personalised care that clients expect.

As the business expands, it’s investing heavily in specialist expertise, broader services and smarter technology. These are designed to create more value for clients and elevate the financial planning experience.

Pictured: (left to right) Chris Davies, David Holmes, and Paul Holbrook