“Nine out of ten people we meet choose to become clients, not because of what we do, but because of how we do it.”
Ben Waite, Partner
Wealth Management & Financial Planning
After talking to several of our clients we recognised that the traditional model of wealth management businesses was, in our opinion, broken. Typically wealth managers focus on selling products, we realised there was an opportunity to do it differently.
So we looked to our friends at Midlands based accountants Cooper Parry who had built one of the most successful and progressive wealth management firms in the UK.
A few years earlier, they had come to the same conclusion we had and decided to break the mould. They tore up the rule book and created a new proposition. One that helps clients achieve the things that matter most to them.
So, in 2015 we agreed to join forces. We set up Creaseys Wealth, our own wealth management business, jointly owned by the two firms. Working out of our office in Tunbridge Wells, but supported by the award-winning Cooper Parry Wealth team in the Midlands.
To find out more about our how we can help you achieve your financial goals, just call Ben Waite on or click here to visit our Creaseys Wealth website.