Owen's reviews
Reviewed for
Insurance and Protection ( 31 )
Mortgages ( 23 )
Pensions ( 68 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 30 )
Auto Enrolment ( 2 )
Investments and Savings ( 85 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 17 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 21 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 20 )
£100k - £200k ( 6 )
£50k - 100k ( 6 )
Up to £50k ( 9 )
Repeat review
by a verified client in Outside UK
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Owen Cook helped you since your last review?
Continued monitoring of my small investment holdings in the UK while I live abroad in the USA
Repeat review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Owen Cook helped you since your last review?
Owen's work is incredibly reassuring and effective. Highly recommend
Repeat review
by a verified client in Surrey
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Owen Cook helped you since your last review?
Owen has continued to ensure that my investments are in a good place. Withdrawals have always been actioned swiftly and efficiently
Repeat review
by a verified client in London
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Owen Cook helped you since your last review?
Continued annual consultation on my arrangements. Recommendations about adjusting the ISA Portfolio. Arranging transfer of my wife's ISA to my account when she died in June 2024.
Repeat review
by a verified client in London
6 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Owen Cook helped you since your last review?
Yes he has, by shifting some investments