Gregory Cooke
Polaris Wealth Management Ltd
Minimum savings/pensions: Over £100,000
Minimum mortgage: Over £100,000
0114 446 9457
Based in Sheffield
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2017
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Gregory and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 20 March 2025
Gregory and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Gregory has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gregory has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
18
Qualifications Uploaded
Gregory has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
18 qualification certificates available to view
Gregory has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Gregory has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Gregory has provided information on their typical fees
Gregory has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
21
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gregory (based on 21 first impressions)
100% of users who are not yet clients had a positive first experience with Gregory
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gregory (based on 21 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Gregory and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 20 March 2025
Gregory and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Gregory has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gregory has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
18
Qualifications Uploaded
Gregory has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
18 qualification certificates available to view
Gregory has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Gregory has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Gregory has provided information on their typical fees
Gregory has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
21
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gregory (based on 21 first impressions)
100% of users who are not yet clients had a positive first experience with Gregory
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gregory (based on 21 first impressions)
What are your financial needs? How can you achieve your financial goals? My aim is to work together with you to put a tailored plan in place to help you answer these questions. You could be looking to protect your loved ones, plan for retirement or simply saving for a rainy day - in all cases a high quality financial plan, unique to your circumstances, could prove invaluable. My advice is totally independent and unique to each individual, family or business. I offer an initial consultation at my own cost, with no obligation, at a time and location to suit you. Any charges will be agreed upon upfront before chargeable services are undertaken. Mortgages can be a complicated business. My job is to make things as simple and straightforward for you as possible. This includes; explaining the jargon, handling the demands of the lender from start to finish, keeping you fully informed of progress and most importantly, making sure you secure the most cost effective product available which meets your requirements. My service is totally flexible. Appointments are available at a location and time to suit your schedule. I am available during office hours, evenings or weekends. I am also happy to conduct home visits or telephone appointments. Please do not hesitate to contact me for a free confidential chat with no obligation.
Offers available through VouchedFor
Contact Gregory through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Gregory's clients
Based on responses provided by clients who have reviewed this adviser
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