Sarah Lord Joins Financial Planner as Chief Growth Officer


Personal Finance Society President Sarah Lord has joined Cooper Parry Wealth as Director of Growth to support its expansion plans in the UK.

Lord has been a member of the firm’s board of directors for the past five years, having held management positions in several consulting firms in the past, most notably as Client Director of Succession Wealth, a partner of Mazars and Killik & Co.

As a PFS Fellow, Chartered Financial Planner and Chartered Wealth Manager, she is also one of the UK’s most highly qualified female financial planners.

The appointment comes as Cooper Parry Wealth has increased its presence in London with new office space in Shoreditch, after revenue growth of 30% in the first quarter of this year, according to the company.

Stephen Jones, Managing Director of Cooper Parry Wealth, said: “We are delighted to welcome Sarah on board. His unique experience and exceptional reputation in helping businesses achieve profitable growth will further fuel our ambitious plans. “

Lord added: “I am extremely excited for this opportunity. Since I started talking to Cooper Parry Wealth, I have been so impressed with their culture and values ​​which are very aligned with mine.

“My goal will be to develop and shape our growth, expand customer solutions and expand our reach with increased brand awareness. “

Lord was re-elected president of PFS for a second term in September.

Cooper Parry Wealth is part of the Cooper Parry accounting firm.

[email protected]


Comments are closed.