Joseph's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 3 )
Pensions ( 61 )
Retirement income (annuities, drawdown) ( 48 )
Auto Enrolment ( 1 )
Investments and Savings ( 87 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 51 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 66 )
Financial Mentoring ( 11 )
Financial Coaching ( 5 )
( 2 )
Reviewers' assets
£500k+ ( 28 )
£200k - £500k ( 15 )
£100k - £200k ( 8 )
£50k - 100k ( 1 )
( 2 )
Up to £50k ( 4 )
Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had several pensions during my working career with various employers and I wanted to combine some of these into one pension pot and to ensure my money was invested for growth while also in drawdown.
How has Joseph Cooper helped you?
Joe has given me good investment and risk advice over the years and I am pleased with the performance of my pension fund over the last four years
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, as I am very happy with the excellent financial advice and service I have from Joe Cooper.
Review
by a verified client in Gloucestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The advisor comes with the company who is managing our pension
How has Joseph Cooper helped you?
Joe has actively proposed annual updates which he has been happy to attend either in person or by Microsoft Teams. He has gone to great lengths to answer all our questions and has explained things patiently and clearly.
Have you seen the outcome you were hoping for?
As it concerns matters that are in our financial advisor's control - yes
What could they have done better?
Nothing. I can think of
Review
by a verified client in Oxfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidation of various investments, pensions and family finances
How has Joseph Cooper helped you?
By advising and giving guidance on our investment plans and elements of risks
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Gloucestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Because I am approaching pension age
How has Joseph Cooper helped you?
He has amalgamated my pensions and advised on tax efficient savings and investments
Have you seen the outcome you were hoping for?
Yes all expectations have been met
Review
by a verified client in Oxfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Company Pension
How has Joseph Cooper helped you?
All as ticked above
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing