Cooper Parry Wealth Limited

• Principal Place of Business

  Cooper Parry Wealth

  Building 423, Sky View, Argosy Road

  East Midlands Airport

  Castle Donington

  Derby

  Leicestershire

  DE74 2SA

  UNITED KINGDOM

  Phone

  +4401332411163

  Web

  https://www.cooperparrywealth.com

• Complaints Contact

  Cooper Parry Wealth

  Building 423

  East Midlands Airport

  Castle Donington

  Derby

  Leicestershire

  DE74 2SA

  UNITED KINGDOM

  Phone

  +4401332411163

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Arranges Asset Safekeeping

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Credit Brokering

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  • · Limited to not brokering credit for the purpose of increasing the funds available for investment

• Stockbroking

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Subject to this activity being limited to a non-mainstream regulated activity
  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Debt Advice

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  • · This permission is limited to debt counselling with no debt management activity
  • · Limited to debt counselling which is provided in connection with investment advice and buy-to-let mortgages and second charge mortgages

• Consumer Loans

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  • · Limited to lending where no charge (by way of interest or otherwise) is payable by the borrower in connection with the provision of credit under the regulated credit agreement;
  • · Limited to lending that is in connection with the repayment of fees which are only for ongoing services or regular premiums

• Loan Servicing

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Manages Your Portfolio

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Abigail Mary Thomas

  IRN AMB01272

  • 11. Pension transfer specialist
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Manager of certification employee (since 1 Aug 2022)
  • [FCA CF] Functions requiring qualifications (since 14 Jul 2020)
  • [FCA CF] Client dealing (since 14 Jul 2020)
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • CF30 Customer (since 14 Aug 2018)
• Ade Cheatham

  IRN AXC02481

  • CF1 Director (AR) (since 27 Mar 2024)
  • Director of firm who is not a certification employee or a SMF manager (since 13 Dec 2022)
  • CF2 Non Executive Director (15 May 2012 to 6 Mar 2019)
• Anna Frances McGowan

  IRN AFT00011

  • CF30 Customer (1 Nov 2007 to 31 Jan 2008)
  • CF22 Investment Adviser (Trainee) (10 Jan 2007 to 31 Oct 2007)
• Anthony Russell Moore

  IRN ARM00077

  • CF2 Non Executive Director (1 Dec 2001 to 12 Jul 2004)
• Asif Naidu

  IRN AXN10626

  • CF10 Compliance Oversight (20 Feb 2019 to 6 Nov 2019)
• Benjamin Richard Waite

  IRN BRW01041

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 14 Jul 2020)
  • [FCA CF] Functions requiring qualifications (since 14 Jul 2020)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • CF1 Director (AR) (since 11 Feb 2019)
  • CF30 Customer (since 12 Aug 2015)
• Beverley Anne Lavin

  IRN BAL00002

  • CF30 Customer (7 Dec 2010 to 11 May 2011)
• Beverley Jane Stoves

  IRN BJS00003

  • CF30 Customer (1 Nov 2007 to 3 Dec 2009)
  • CF21 Investment Adviser (29 Sep 2006 to 31 Oct 2007)
• Brendan Scally

  IRN BXS18807

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 31 Jan 2022)
  • [FCA CF] Functions requiring qualifications (since 31 Jan 2022)
• Bronagh Daly

  IRN BXD00308

  • SMF16 Compliance Oversight (since 1 Dec 2025)

• Cooper Parry Wealth (TW) Limited

  FRN 712571 · Appointed 1 Aug 2015

• Kilby Fox (Financial Services) Ltd (no longer appointed)

  FRN 222873 · Appointed 13 Feb 2003 · Until 31 Mar 2006

No changes recorded yet.