In this episode, we’re joined by David Kendrick, Managing Director of Cooper Parry Wealth. David shares his journey from corporate finance and deal-making into leading one of the UK’s most respected wealth management businesses, and what that transition taught him about leadership, people, and sustainable growth.

• David’s career journey from corporate finance into transactions and advisory work
  

• Key turning points and “sliding doors” moments that shaped his path
  

• The realities of scaling and leading fast-growing professional services businesses
  

• Moving into a CEO role and managing the pressure that comes with rapid growth
  

• Experiencing an exit after years of advising others through theirs
  

• Transitioning from advisor to operator within a larger group
  

• Stepping into leadership at Cooper Parry Wealth
  

• Why wealth management is fundamentally a people- and trust-led business
  

• Building strong leadership teams as the foundation for long-term success
  

A thoughtful conversation on leadership, growth, and building businesses with intent.

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