Reviewed for
Insurance and Protection ( 1 )
Pensions ( 5 )
Retirement income (annuities, drawdown) ( 2 )
Investments and Savings ( 7 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 2 )
Financial Planning ( 5 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 1 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
Client reviews
Review from verified client
February, 2023
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Was approached by financial advisers and considered it would be sensible for me to consider financial planning given my financial position.
How has Sophie Cossins helped you?
Sophie took over from my previous adviser and provided a seamless transition. She has helped me to effectively utilise my pension annual allowance to maximise tax efficiency and has helped me to plan future investments in line with my long term ambitions.
Have you seen the outcome you were hoping for?
Material tax efficiency savings and a clearer picture of my financial future.
What could they have done better?
N/A
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I went self employed and needed support in managing my income long term.
How has Sophie Cossins helped you?
She’s helped me feel in control of my finances for the first time. As well as helping me understand the importance of planning for the future and what I needed to do in order to feel secure.
Have you seen the outcome you were hoping for?
110%, I now have a long term financial plan, security in the future and a better understanding of investment and protection.
Review from verified client
June, 2022
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
inheritance
How has Sophie Cossins helped you?
pensions, investments and tax
Have you seen the outcome you were hoping for?
yes
Review from verified client
June, 2022
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement
How has Sophie Cossins helped you?
Given visibility across my finances & put a plan in place to be able to retire in the next ten years
Have you seen the outcome you were hoping for?
Yes
Review from verified client
March, 2022
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Looking to build a more efficient long term financial plan
How has Sophie Cossins helped you?
Financial advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Reach out earlier
Review from verified client
March, 2022
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I wasn't looking, she contacted me, and I'm glad she did.
How has Sophie Cossins helped you?
Sophie is fantastic. She understood what I need and what I don't need. She put together detailed analysis which we went through and the conclusions were clear. Thankfully I came across Sophie early enough in my life that I was able to take action in planning effectively for later stages in life. I really hope everyone else does this in their 20s and 30s.
Have you seen the outcome you were hoping for?
Yes
Review from verified client
March, 2022
Overall
Advice
Service
Value
Based in Lincolnshire
What were the circumstances that caused you to initially look for an adviser?
A sum of money to invest
How has Sophie Cossins helped you?
To find the right medium and long term solutions to investing but maintaining a good life style
Have you seen the outcome you were hoping for?
Yes the investments made are doing well in spite of economic difficulties during Covid
What could they have done better?
Nothing Sophie listens well She is not afraid to pose challenging questions to get the right outcome