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.

• Jacqueline Beesley

  IRN JXB02987

  • [FCA CF] Manager of certification employee (29 Sep 2020 to 8 Jul 2022)
• James David Parnell

  IRN JXP00821

  • CF1 Director (AR) (since 3 Mar 2024)
  • Director of firm who is not a certification employee or a SMF manager (since 4 Apr 2023)
• James Michael Greenly

  IRN JMG01257

  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or 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)
  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • CF30 Customer (since 17 Mar 2026)
  • Appointed representative dealing with clients for which they require qualification (since 17 Nov 2025)
  • [FCA CF] Client dealing (since 5 Oct 2023)
  • [FCA CF] Functions requiring qualifications (since 5 Oct 2023)
• Jeremy James Bowler

  IRN JJB01133

  • CF1 Director (12 Jul 2004 to 15 May 2012)
  • CF3 Chief Executive (12 Jul 2004 to 19 Sep 2008)
  • CF8 Apportionment and Oversight (12 Jul 2004 to 31 Oct 2007)
  • CF11 Money Laundering Reporting (12 Jul 2004 to 1 Nov 2006)
  • CF10 Compliance Oversight (12 Jul 2004 to 19 Sep 2008)
• John George Freeman

  IRN JGF00012

  • CF21 Investment Adviser (1 Dec 2001 to 30 Apr 2004)
  • CF1 Director (1 Dec 2001 to 30 Apr 2004)
• Jonathan Michael Elsigood

  IRN JME01066

  • 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 14 Jul 2020)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • SMF3 Executive Director (9 Dec 2019 to 16 Mar 2022)
  • CF1 Director (AR) (1 Mar 2019 to 19 Jul 2021)
  • CF1 Director (27 Feb 2019 to 8 Dec 2019)
  • CF30 Customer (15 Oct 2008 to 19 Jul 2021)
• Karen Jane Ritchie

  IRN KJR00025

  • CF30 Customer (21 Jan 2022 to 8 Aug 2022)
  • [FCA CF] Functions requiring qualifications (1 Jul 2020 to 8 Aug 2022)
  • [FCA CF] Client dealing (1 Jul 2020 to 8 Aug 2022)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Aug 2022)
• Karen Stella Sheldon

  IRN KSS00014

  • CF21 Investment Adviser (29 Aug 2002 to 27 Feb 2004)
• Lee Woolerton

  IRN LXW00062

  • CF1 Director (AR) (19 Feb 2003 to 31 Mar 2006)
• Marie Nicole Smith

  IRN MNS01083

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 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 9 Dec 2019)
  • Appointed representative dealing with clients for which they require qualification (24 Aug 2022 to 10 Sep 2025)
  • CF30 Customer (23 Feb 2016 to 8 Dec 2019)

• 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.