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Cooper Parry Wealth signs HNWI joint venture with Creaseys
Wealth management firm Cooper Parry Wealth has signed a joint venture with accountancy firm Creaseys to set up a new operation specialising in tax planning services for high net worth individuals (HNWI).
The joint venture company, which launched on 1 September, will operate as Creaseys Wealth, based out of offices located in Tunbridge Wells.
This allows the Kent-based firm, with reported fee income of £4.7m in 2014, to extend its services for high end earners, offering new services including investment management, tax mitigation, estate planning and risk minimisation.
Creaseys Wealth will be headed up by Ben Waite, who has been recruited from Lloyds Private Bank, to lead the venture and there are plans to hire further staff.
