New way of working – Cooper Parry Wealth
31 January 2019
Rob Kingsbury spoke to Chetan Ravalia , paraplanning manager, and Codie Smith, paraplanner at Cooper Parry Wealth, about where their roles fit in the firm’s new operational structure, and their approach to paraplanning, including the onboarding of a new client. In the July issue of Professional Paraplanner I talked to David Carroll, financial planner manager...