Owen Cook

Owen Cook

Ablestoke Wealth Management Limited

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