Stephen's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 21 )
Retirement income (annuities, drawdown) ( 10 )
Investments and Savings ( 19 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 5 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 8 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 5 )
£100k - £200k ( 4 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Hertfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Help and advice on financial matters.
How has Stephen Cooper helped you?
Stephen gave us sound advice on family financial matters.
Have you seen the outcome you were hoping for?
The advice given to us by Stephen will be ongoing so will take time to evaluate the outcome.
Review
by a verified client in Hertfordshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband didn't have a structured approach to savings, pensions and investments. We were keen to work with a financial advisor who could help us navigate the financial landscape and put things in place that would benefit us in the mid to long term, and also taking inheritance planning into account.
How has Stephen Cooper helped you?
Stephen helped us to consolidate different pension pots into pension funds suitable to our risk levels. He also advised on the optimum levels of contributions and set these up for us. In addition, Stephen gave us lots of information about other investment and savings options and which ones to prioritise.
Have you seen the outcome you were hoping for?
We recently had our annual review and both my husband and I were really pleased with the financial returns of our respective pension funds. Stephen is knowledgeable, friendly and very thorough and we feel that we are in very safe hands. Stephen always has our best interest at heart and gives us plenty of information we need to make an informed decision about our financial affairs.
Review
by a verified client in Bedfordshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Nearing retirement and wanted to get our finances in order
How has Stephen Cooper helped you?
We have dealt with Stephen over the past few years regarding our retirement/pension investments. We have always found him to have an excellent understanding of our needs and their impact on the management of our finances, using the knowledge he has gained over the years with regarding the financial markets. We have always found him to be extremely approachable, and the detailed reports he produces for our reviews to be of an excellent and comprehensive standard. Derry and Geoff Young
Have you seen the outcome you were hoping for?
Yes
First impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Stephen
I had a very helpful telephone call with Stephen regarding pension options.
Review
by a verified client in Buckinghamshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed help regarding pension
How has Stephen Cooper helped you?
I Contacted Scottsdale about 9 years ago for help with my pension and finances, they were very helpful Stephen was allocated to myself and I have never looked back. He always has time to speak to you And never rushes you, I am extremely happy with the service he has provided over the years and Look forward to his continued service in the years to come. 1 would 100% recommend Stephen to my family and close friends.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I feel everything was done I asked for and more.