Our approach to financial planning differs from that of many other traditional advice firms.Traditionally, financial advisers simply wanted to know about your money. They may have approached a problem one financial arrangement at a time, focusing on products and single transactions.The work we do is far more comprehensive. The financial advice element is still there. But in addition to receiving advice from a Chartered Financial Planner, our approach incorporates life goal planning, behavioural finance and ongoing, tailored support.That’s because we believe that it doesn’t really matter how much wealth you have. What matters is how much you need to achieve those things that are important to you.

Based in the Midlands, Cooper Parry Wealth is a dynamic, award-winning wealth management firm with the strength and support of one of the largest accountancy practices in the Midlands - part of the renowned PKF International Group, a leading global accountancy network of more than 300 member firms across 400 locations, in around 125 countries.Established over 10 years ago to deliver independent financial planning, investment management and tax advice, the firm is now responsible for managing more than £175 million of client assets.Today, our ambitious team of Wealth Planners, Tax Advisers, Paraplanners and support staff are committed to remaining at the forefront of technical delivery and solution design, helping successful individuals, and their families, to achieve everything that is important in their lives.

Self is a fee-only independent firm of Chartered Financial Planners, which has been providing sound, effective financial advice to financially established individuals and trust funds for over 40 years.You’ve worked hard to establish yourself and now you want to realise the benefits of that work. Self can help you to make the most of your assets, enhance the quality of your life and achieve personal and financial goals. It begins with the discipline of our financial planning process. This is a step-by-step process that has been honed by years of experience. Using this, we develop clear goals for our clients and a plan to achieve those goals. The plan assesses potential obstacles and recommends strategies to overcome them.Clients gain a powerful vision of what their future could hold – and a realistic plan to achieve it. Vision underpinned by pragmatism: this has always been the way that Self has forged long-term relationships, often across many generations. The test of time is vital to us and our clients. We design investment portfolios to achieve real growth over time not just in the short-term; and we develop strategies adopted from Nobel Prize winners, traditionally reserved for the UK’s largest institutional investors. Each plan for each client is individually tailored, yet we share with all clients the aim of maximising after-tax returns at a controlled level of risk.

The role included responsibility for various functions along the trade life cycle such as - the timely booking of trades , daily monitoring and maintenance of Stock Lending positions for the external client base and ensuring any non delivery of trades and collateral is resolved on a timely basis to ensure the books and records are in line.The role required good client relationship skills, meticulous attention to detail and an acute awareness of the time critical & complex nature of the Stock Lending environment. An ability to work under pressure and to tight deadlines in a high volume environment was essential. The role involves extensive contact with the Stock Loan trading desk, external counterparties and other operational areas.

DeMontfort Professional Wealth Management LLP is a firm of Independent Financial Advisers, providing advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.