Karen's reviews
Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 29 )
Pensions ( 41 )
Equity Release ( 15 )
Retirement income (annuities, drawdown) ( 29 )
Auto Enrolment ( 10 )
Investments and Savings ( 93 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 11 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 29 )
Financial Mentoring ( 5 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 11 )
£100k - £200k ( 10 )
Up to £50k ( 20 )
£50k - 100k ( 6 )
Review
by a verified client in Devon
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment & pensions advice needed
How has Karen Cooper helped you?
Meetings held where Karen got to know me & my future plans then professional advice given on what I might like to do next.
Have you seen the outcome you were hoping for?
Yes, I’m happy with how my investments are performing.
Review
by a verified client in Devon
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I inherited money and investments.
How has Karen Cooper helped you?
She has managed my portfolio and advised on investments for my son.
Have you seen the outcome you were hoping for?
Yes, as expected.
Review
by a verified client in Devon
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
as our business grew we needed to plan for the future.
How has Karen Cooper helped you?
We have hd a long association with Karen and her father before that. With their help our investments have grown t a substantial sum. Good advice has always been given, and we will contine to be clients. It is good to haave solis advice when needed.
Have you seen the outcome you were hoping for?
We are pleasd with the level of service and the growth of our investments.
What could they have done better?
Very little. They have always been there when needed.
Review
by a verified client in Devon
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moving home and moving mortgage
How has Karen Cooper helped you?
Made the process of moving home very easy financially, mortgage was sorted and approved very quickly
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Devon
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investing/saving for retirement.
How has Karen Cooper helped you?
Investing available funds - savings then pension "pot" - in safe manner with reasonable returns.
Have you seen the outcome you were hoping for?
Pension and savings principles are safe and generating income as needed by a retired couple.