Reviewed for

Pensions ( 5 )

Retirement income (annuities, drawdown) ( 7 )

Investments and Savings ( 16 )

Inheritance Planning ( 1 )

Long Term Care ( 2 )

Reviewers' assets

£500k+ ( 3 )

£200k - £500k ( 2 )

£100k - £200k ( 3 )

£50k - 100k ( 2 )

Up to £50k ( 1 )

Client reviews

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Norfolk

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.

First impression from a user who is not yet a client

October, 2017

Overall

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.

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Norfolk

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.

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Norfolk

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 !

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Norfolk

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 .

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Norfolk

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

My Pension was a large lump sum to invest and I wanted good advice and knew that Jason would provide that after having helped make good suggestions regarding financial investments and savings advice previously.

How has Jason Cooper helped you?

We looked at options and found my level of risk to help me decide carefully.

Have you seen the outcome you were hoping for?

Yes in the stagnant market things are moving in the correct direction with the product I chose.

What could they have done better?

I think I have done very well and it might be possible but very hard to have found better.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Norfolk

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

I was looking for advice in respect of my Defined Benefit Pension.

How has Jason Cooper helped you?

Jason took time to understand my goals in respect of the assessment and ensured that all the information needed was gathered, presented and understood by me in the timescales required. The most important thing was that Jason kept in touch throughout the process and ensured that we had regular meetings to review the information.

Have you seen the outcome you were hoping for?

I am very happy with the service I have received so far and definitely received the outcome I was hoping for. This was to present me with all the information that would allow me to make an informed decision regarding my pension, investment options and retirement planning. So far so good.

What could they have done better?

I can't really suggest anything Jason could have done better. From the outset we got on well and I was able to quickly develop trust with him. Anything he couldn't immediately answer, he would find out the answers to very quickly and always ensured that I fully understood them.

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Norfolk

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

I had a little bit of money to invest.

How has Jason Cooper helped you?

He invested it where he thought I would get the best return.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. Jason is always extremely polite, helpful and patient

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Norfolk

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

Had some money to invest.

How has Jason Cooper helped you?

Gave sound advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Norfolk

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

Needed to set up a trust for my granddaughter.

How has Jason Cooper helped you?

Clearly explained all the options and implications and how the investment would work.

Have you seen the outcome you were hoping for?

As this was only set up 2 months ago it is too early to say.

What could they have done better?

I can't think of any way in which the help and advice could be improved.

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in Norfolk

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

I have been with Jason as a customer for many years. With Norwich & Peterborough Building Soc. From there Yorkshire Building Soc. So when Jason moved to Brancaster House, I came and found him there.

How has Jason Cooper helped you?

Jason explained things in a way I understood. He always made sure I knew about my investments. He listened to what I said and went that way with my investments.

Have you seen the outcome you were hoping for?

Yes. So far the Products and recommendatiions, are doing O K. I also get good feedback.

What could they have done better?

i cannot think of anything he could have done better at the moment.

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in Norfolk

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

Review existing investments.

How has Jason Cooper helped you?

Realigned existing investments to obtain better return.

Have you seen the outcome you were hoping for?

Too early to tell.

What could they have done better?

Nothing that we are aware of

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in Norfolk

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

Poor returns on my investments.

How has Jason Cooper helped you?

Reinvested.

Have you seen the outcome you were hoping for?

Too soon after reinvestment to make a call.

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in Norfolk

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

When i Retired from Local Goverment i had to invest my lum sum.

How has Jason Cooper helped you?

He advised me on various risks and and which companies to invest in.

Have you seen the outcome you were hoping for?

My investments have been in very short time , really to early to review them.

What could they have done better?

No very pleased with the service i received

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in Norfolk

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

Wanted to invest in more than just building societies.

How has Jason Cooper helped you?

Provided the advice we needed and felt comfortable with.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

We are happy enough with the advice we have received to date.

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in Norfolk

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

I was looking to transfer my final salary pension out from my employer.

How has Jason Cooper helped you?

Did the research, fact find & presented the proposal great.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

No, I have a background in finance. He was informative without being patronising, checked my understanding throughout every meeting.

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in Norfolk

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

to get the best return for my money.

How has Jason Cooper helped you?

Understood my requirements and offered good advice. Has also offered advice on an ongoing basis as needed.

Have you seen the outcome you were hoping for?

Yes: the advice he offered was clear and appropriate.

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in Norfolk

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

Personal Pension.

How has Jason Cooper helped you?

Helped get my wife and I release our funds to Nucleus.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Every thing was dealt with very professionally

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in Norfolk

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

Former advisory service terminated, needed sound investment advice.

How has Jason Cooper helped you?

Knowledgeable, easily understandable advice carefully tailored to our needs and requests.

Have you seen the outcome you were hoping for?

Very happy with all aspects of services suggested and provided as they have closely matched our wishes.

What could they have done better?

No, every aspect has been well explained and we are content with the outcome.

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in Norfolk

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

I had an investment advisor before and I used Jason on N&P recommendation when I moved to Norfolk.

How has Jason Cooper helped you?

I was able to trust Jason's advice with investments that would bring me a monthly income.

Have you seen the outcome you were hoping for?

Early days yet !!!.

What could they have done better?

Not sure he could have done anything differently which would have improved the service provided by your company.

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in Norfolk

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

poor bank rate.

How has Jason Cooper helped you?

good advice delivered in a straightforward manner. Spent a good deal of time explaining things -most helpful.

Have you seen the outcome you were hoping for?

So far, yes.

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in Norfolk

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

To invest a lump sum after I sold a house.

How has Jason Cooper helped you?

Jason explained clearly what he was going to do with my money!.

Have you seen the outcome you were hoping for?

So far, so good!.

What could they have done better?

No complaints so far!