Cooper Parry Wealth (CPW) has recently completed the acquisition of Creaseys Wealth following its swoop for Chamberlyns. This news marks CPW’s third deal of 2023, after acquiring Future Perfect back in April.
Previously, Creaseys Wealth was a joint venture set up by CPW and Creaseys back in 2015, and headed up by Ben Waite. Now, as CPW acquires the second half of that joint venture, Creaseys Wealth will join CPW.
Cooper Parry Wealth CEO, Stephen Jones, stated, “The joint venture has been an incredible success. We’re really proud of what we’ve achieved together, but now, with the size Creaseys Wealth has reached (£220m AUM) and our future growth plans, it feels like the right time to simplify the business and take full ownership. For our clients, it will be very much business as usual.
Since joining us in 2015 to head up Creaseys Wealth, Ben Waite and his team have been fundamental to the success we’ve had, and I’m excited to have them playing a key role in the continued growth of CPW.”