Dane's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 16 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 11 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 2 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 14 )
Financial Mentoring ( 6 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 3 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Review
by a verified client in Nottinghamshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Through a previous employer
How has Dane Cooper helped you?
Dane has been looking after my pension and investments for a long time and i always feel that he has the best uptodate information.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Lincolnshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Dane was recommended to me by a business associate.
How has Dane Cooper helped you?
Peace of mind that my affairs are in good hands.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review
by a verified client in Warwickshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement and sought pension and financial planning
How has Dane Cooper helped you?
Evaluating retirement and pension options and offering support and clarity in the decision making process
Have you seen the outcome you were hoping for?
Absolutely, money management has been excellent and exceeded expectations
What could they have done better?
Perfect advice and very supportive
Review
by a verified client in Lancashire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension plannjng
How has Dane Cooper helped you?
In various ways but I've always taken his advice.
Have you seen the outcome you were hoping for?
Not yet
What could they have done better?
Nothing. The state of the markets are not his fault.
Dane:
HI Maurice Thank you for the nice review and taking the time to complete it. It's always good to see you both and look forward to meeting up next year closer to your home this time. Hope you and Val have a great Christmas and New Year. Best wishes, DaneReview
by a verified client in Warwickshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Combining pensions and getting my retirement finances in order.
How has Dane Cooper helped you?
By guiding and explaining complex things in an easy to understand way. I trust his judgement with my retirement plan.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don't think so,
Dane:
Hi Rob Big thanks you for the great review and taking the time to complete. It's always a pleasure to meet up and look forward to seeing you next year. Hope you, Heidi and family have a great Christmas and New Year. Many thanks Dane