Jason Cooper

What were the circumstances that caused you to initially look for an adviser?

Mid to short term planning for retirement.

How has Jason Cooper helped you?

He took all our various investments and went through all the options available to us in our current circumstances. He reviewed our private pensions.

Have you seen the outcome you were hoping for?

This has only just been put in place so we have no idea of outcome yet.

What could they have done better?

We have been very happy with all aspects from the initial contact with the company, appointment booking etc. right through to the careful directions on what steps to take next with the reorganisation of our finances.

Please provide a brief comment about your experience with Jason

From our initial contact, Jason has been extremely professional & helpful. I am confident that he will use both his experience & knowledge to provide an excellent ongoing service.

What were the circumstances that caused you to initially look for an adviser?

It was suggested by my building society and Jason was connected to them.

How has Jason Cooper helped you?

With my investments.

Have you seen the outcome you were hoping for?

Yes thank you.

What could they have done better?

Perfectly satisfied, I'am a professional in another field and rely on his judgment.

What were the circumstances that caused you to initially look for an adviser?

I needed somebody to manage my investments . Some body I could trust .

How has Jason Cooper helped you?

By managing my investments .

Have you seen the outcome you were hoping for?

Early days yet , but hopefully yes .

What could they have done better?

I'm very happy !

What were the circumstances that caused you to initially look for an adviser?

I had a chance to transfer my Final Salary pot at a very attractive rates.

How has Jason Cooper helped you?

Jason took his time to explain all aspects of the Pension Transfer . He explained everything in simple terms and made sure I understood the process . He took a great interest in his client and I felt I was welcomed at all times .

Have you seen the outcome you were hoping for?

There was a tight deadline for all requirements to be achieved .Everyone made sure this was achieved on time .

What could they have done better?

I only have nothing but praise in the way , everything was looked after .