Michael's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 24 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 17 )
Investments and Savings ( 30 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 15 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 26 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 18 )
£200k - £500k ( 5 )
£100k - £200k ( 2 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Yorkshire
a month ago
This review was gathered whilst the adviser was at a different firm.
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
Review
by a verified client in West Yorkshire
a month ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term planning
How has Michael Cope helped you?
See. Above
Have you seen the outcome you were hoping for?
Yes . We feel we have had excellent advice
What could they have done better?
See above
Review
by a verified client in West Yorkshire
2 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed a someone I could trust
How has Michael Cope helped you?
He has consistently advised me well on all aspects of my finances with confidence
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nil
Review
by a verified client in North Yorkshire
3 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed a pension advisor
How has Michael Cope helped you?
Created order for me
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/a
Review
by a verified client in Kent
3 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Change of service provider
How has Michael Cope helped you?
Simplification of options and clear and concise advice. Always puts you first
Have you seen the outcome you were hoping for?
Yes but like anyone, would always like to see it even better
What could they have done better?
Ellis Bates / Shackleton has excellent webinars and it would be good to always get copies of the slides and summaries to refer to