Pictured: Stephen Jones

A wealth management and tax advisory team has narrowly missed out on a prestigious national award which recognises the best financial planners across the country.

Cooper Parry Wealth Strategies, which has offices in Nottingham, Derby and Leicester, came runners-up in the David Norton Building Excellence Award at the Institute of Financial Planning (IFP) national conference in what judges described as one of the "closest finishes" in its history.

The firm received a special commendation for its entry for the award which is named in memory of former IFP president David Norton.

Stephen Jones, chief executive of Cooper Parry Wealth Strategies, said: "We are delighted with this achievement which is a testimony to just exactly how far Cooper Parry Wealth Strategies have come since developing our new offering of combining financial planning, personal tax and investment advice.

"To come so close to winning this award and compete against established names shows the hard work and dedication of all the team at Cooper Parry Wealth Strategies."

Barry Horner, one of the three judges said: "I was particularly impressed with the quality of all three of this year's finalists. These are all great businesses which demonstrate the highest standards of professionalism in delivering a comprehensive Financial Planning service for their clients."

Cooper Parry Wealth Strategies specialise in providing financial planning, investment and tax advice to business owners before, during and after retirement, helping them achieve financial peace of mind for themselves and their families.

For more information about Cooper Parry, please visit their website here: www.cooperparry.com