Episode 065

Stephen Jones on leadership, culture and building a true financial planning firm to scale

Episode 065

In this episode, Stephen CEO of Cooper Parry Wealth shares with us how he built a financial planning firm in an alliance with an accountancy arm to a firm that manages over £500m AUM.

We cover a number of topics such as how he pivoted to financial planning, invested in the future and now how they work with the accountancy practice. We also discuss how Cooper Parry grew so quickly and are still looking for 10x growth in the next 5 years.