James's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 25 )
Retirement income (annuities, drawdown) ( 9 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 7 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
( 2 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 2 )
£100k - £200k ( 8 )
£50k - 100k ( 1 )
Up to £50k ( 6 )
Review
by a verified client in Devon
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Better return
How has James Cooper helped you?
Explained in easy terms
Have you seen the outcome you were hoping for?
Hopefully
James:
Hi Gary, Thank you for providing your feedback and vote, much appreciated. Look forward to seeing you both soon. Kind regardsReview
by a verified client in Devon
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension
How has James Cooper helped you?
With my pension.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
They couldn't have done anything better!
James:
Hi Toby, Thanks for taking the time to provide your feedback, much appreciated. Hope you smashed the half marathon yesterday?! Kind regardsReview
by a verified client in Somerset
2 years ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
Reco by someone at work
How has James Cooper helped you?
Given me an understanding on where and how my pension is being invested.
Have you seen the outcome you were hoping for?
Yes . Better than work pension
What could they have done better?
Not a lot
James:
Hi Richard, Thank you for the feedback and kind words, much appreciated. Look forward to catching up in the not too distant future. Kind regardsReview
by a verified client in Devon
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Several pensions needed to be amalgamated and invested
How has James Cooper helped you?
Amalgamated my pensions and advices on risk
Have you seen the outcome you were hoping for?
Too early to say
What could they have done better?
Too early to say
James:
Hi Trudie, Thank you for the feedback and votes, much appreciated! Look forward to seeing you again soon. Kind regardsReview
by a verified client in Somerset
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to see if I could get a better deal with the Aviva pension through a financial advisor
How has James Cooper helped you?
James has increased the pension through a difficult time and provided a lump sum for jobs around my house and one of these jobs is to install a shower in the bathroom as I now have epilepsy which is being controlled with tablets and bathes are out of the question.
Have you seen the outcome you were hoping for?
Yes there has been an increase with James's advise.
What could they have done better?
Nothing he has done a brilliant job getting my finances in the right place
James:
Hi Andy, Thanks for the votes and kind words, much appreciated! Hope all the work to the home is going well, I will pop you an email separately. Kind regards