Financial planner reveals UK-wide ambition with key appointment

Castle Donington-based Cooper Parry Wealth (CPW) has revealed UK-wide growth plans and appointed Sarah Lord has joined Cooper as its first ever chief growth officer.

Lord is president of The Personal Finance Society and has been a Board member for over five years. She has operated at a senior level on the board and as a partner at a number of national financial and professional services businesses. She was a Partner at Mazars and more recently the chief client officer at Succession Wealth.

The news of Lord’s appointment comes after CPW increased its London presence with a new office space in Shoreditch. The firm also reported revenue growth of 30% in the first quarter of this year.

Lord said: “I am hugely excited by this opportunity. Since I started talking to Cooper Parry Wealth, I’ve been so impressed with their culture and values which are very much aligned with my own. My focus will be on developing and shaping our growth, expanding client solutions and driving wider reach with increased brand awareness. Delivering the very best client experience is something that I am so passionate about.I can’t wait to work with Stephen and his great team.”

Stephen Jones, CEO at CPW, said: “We are delighted to welcome Sarah on board. Her unique experience and outstanding reputation in helping companies achieve profitable growth will give our ambitious plans even more impetus.”