Kate Ward

Kate Ward

Cooper Associates Wealth Management Ltd

Kate's reviews

Reviewed for

Insurance and Protection ( 10 )

Mortgages ( 15 )

Pensions ( 40 )

Retirement income (annuities, drawdown) ( 16 )

Investments and Savings ( 22 )

Pension Transfers - Non Specialist ( 10 )

Inheritance Planning ( 6 )

Long Term Care ( 4 )

Pension Transfers - Specialist ( 4 )

Financial Planning ( 17 )

Financial Mentoring ( 3 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 6 )

£200k - £500k ( 12 )

£100k - £200k ( 6 )

£50k - 100k ( 9 )

Up to £50k ( 9 )

Review

by a verified client in Somerset

5 months ago

Overall

Advice

Service

Value

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

As I had no idea what I had to do and I wanted to start a pension

How has Kate Ward helped you?

Yes Kate has been brilliant , extremely knowledgeable and professional and she makes you feel at ease when speaking with her. I trust her 100%

Have you seen the outcome you were hoping for?

Yes I have . To be honest I trust them to sort it out for me

What could they have done better?

Nothing . Great service

Review

by a verified client in Cornwall

6 months ago

Overall

Advice

Service

Value

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

In THIS instance I needed to access funds from my pension scheme to fund issues arising from my sister-in-law's sudden death.

How has Kate Ward helped you?

She responded swiftly and sorted things as promptly

Have you seen the outcome you were hoping for?

Yes I have.

What could they have done better?

Nothing could have been done better.

Review

by a verified client in Devon

6 months ago

Overall

Advice

Service

Value

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

As a self employed person I didn’t know what the best options were when it came to setting up a pension

How has Kate Ward helped you?

Kate has helped me by explaining the different options I had and setting up a private pension. She also explained how this would work with offsetting against my taxes etc.

Have you seen the outcome you were hoping for?

So far yes :)

Review

by a verified client in Somerset

6 months ago

Overall

Service

Advice

Value

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

I initially went to coopers associate on recommendation, to help with a number of pensions I have.

How has Kate Ward helped you?

Kate has been a great help with the forms, going through my best options & filling them in for me, I found the forms so confusing.

Have you seen the outcome you were hoping for?

Yes I believe I have,

What could they have done better?

For me, nothing, Kate has been very helpful.

Review

by a verified client in Hampshire

7 months ago

Overall

Advice

Service

Value

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

I needed advice on what to do with my pension.

How has Kate Ward helped you?

Kate has been brilliant, she explained the options I had very clearly and drew diagrams to support these. She had a lot of patience when I asked questions.

Have you seen the outcome you were hoping for?

Yes I have