Michael's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 26 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 18 )
Investments and Savings ( 32 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 16 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 30 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 20 )
£200k - £500k ( 5 )
£100k - £200k ( 2 )
Review
by a verified client in Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Continuation from my parents estate
How has Michael Cope helped you?
Michael has given me various options and recommendations which have provided growth.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing..but a reduction in charges is always a bonus.
Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To manage my retirement income
How has Michael Cope helped you?
Michael’s advice is considered, tailored to the way we want to live and our attitude to risk. He has a clear and detailed understanding of our financial position and aspirations and gives us confidence in financial decision making for the short, medium and longer term. He is very accessible and easy to get along with.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing to suggest
Review
by a verified client in East Riding
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My parents advised me many years ago and more recently a divorce
How has Michael Cope helped you?
His experience has been very helpful
Have you seen the outcome you were hoping for?
Yes more then I was expecting
What could they have done better?
Nothing springs to mind his advice has been exceptional
Review
by a verified client in Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To invest my money
How has Michael Cope helped you?
!. Thorough financial review and giving me confidence in my financial position
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Yorkshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been with Ellis Bates for decades, originally with Peter Bates and then with Michael cope. both have helped me with my finances over the years
How has Michael Cope helped you?
In financial planning and drawdowns needed for expenses, through a range of circumstances. he has always been prompt, friendly and useful in his advice
Have you seen the outcome you were hoping for?
Better than I was hoping for
What could they have done better?
Nothing