Gregory Cooke

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

We were seeking business protection for our relatively new company.

How has Gregory Cooke helped you?

We had an initial consultation where Greg assessed our business and presented options for several products that would meet our immediate needs and support our future growth. It was an educational experience that brought to light scenarios we had not previously considered.

Have you seen the outcome you were hoping for?

Absolutely, we are very pleased with the services and support provided by Gregory and may consider seeking assistance in other areas such as pensions, business investments, and personal finance.

What could they have done better?

I can't think of anything specific; the entire process was smooth from beginning to end.

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

We were a new small business set up, with no previous experience of running a business. We knew we needed business protection and help with setting ourselves up with pensions but didn't know where to start.

How has Gregory Cooke helped you?

Greg has been incredibly valuable to us. He has taken us through all the areas of business protection we can look at and helped us understand how those work, what are the right priorities for us to consider at each stage of our journey as a business.

Have you seen the outcome you were hoping for?

We feel very lucky to have had Greg help us establish ourselves now as a business that has protection and stability. His attention to detail, patience and clarity in explaining all options to us is so valuable.

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

Needed to sort out pensions

How has Gregory Cooke helped you?

He has advised on a good pension that fits my circumstances

Have you seen the outcome you were hoping for?

Yes definately

What could they have done better?

nothing

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

Retirement

How has Gregory Cooke helped you?

Provided invaluable advice on my retirement pension funds. His help advice and guidance has been first class and has helped me achieve the results I was looking for.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No. I feel he has given me the best outcome.

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

When looking to buy our first property, Greg helped us with securing a mortgage. We have since then worked with him on my partners pension, and now buying our 2nd property.

How has Gregory Cooke helped you?

Greg offers an excellent service, which is to a high standard, detailed, and efficient. This is the 3rd time working with Greg and I cannot recommend him enough. He makes the process of buying a home as smooth as possible, and is on hand for advice and help along the way. Honestly, we cannot thank him enough for all the help he has provided us. He's made buying a home feel stress free, and we really felt in safe hands with Greg. I would award him more stars if I could.

Have you seen the outcome you were hoping for?

The outcome has been everything we hoped for.

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

Remortgage and Greg came highly recommended

How has Gregory Cooke helped you?

Helped me get a good deal on my remortgage discussed the full options available to me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing more kept me updated throughout the process and I never had to chase him

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

We looked for an advisor to help us through a house move.

How has Gregory Cooke helped you?

Greg went over and above to guide us throughout the process of moving house, offering us much needed advice every step of the way. Greg is super friendly, organised and puts you at ease.

Have you seen the outcome you were hoping for?

We are now settled in our new home and couldn't be happier!

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

Mortgage and financial advice regarding moving house

How has Gregory Cooke helped you?

Greg was excellent throughout the entire process of our house move. Not only was he seemingly available all hours to answer any queries we had, but his advice was always thorough and sound, often providing an additional well-informed perspective to any situation. Whilst undertaking applications for both mortgage and insurance cover, Greg talked us through every step clearly, detailing our options and providing us with comprehensive understanding of next steps in the process and how we might overcome any hurdles along the way, of which there were many. Greg also offered excellent advice on other matters such as pensions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don't believe there's anything more Greg could have offered. His service was excellent.

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

Separation from a partner so needed mortgage advice and new life insurance

How has Gregory Cooke helped you?

Greg provided an amazing service and advised appropriately on things that would affect my mortgage application. He went above and beyond to ensure I was well informed and that I had the best outcome from my situation

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, Greg’s service is 5 star would highly recommend

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

Mortgage adviser as first time buyers

How has Gregory Cooke helped you?

Greg guided us throughout the process of buying our first house as a mortgage adviser. He's extremely friendly approachable, knowledgeable and well organised and was a vital source of support through a challenging process. We're so glad we we went with Greg and would wholeheartedly recommend him to anyone looking for financial advice.

Have you seen the outcome you were hoping for?

100%. Greg has been great throughout the process, including post completion with advice and support

What could they have done better?

Nothing - Greg's a gem!

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

I was looking to move house and required the advice of a financial advisor with regard to mortgage applications and insurances.

How has Gregory Cooke helped you?

Greg guided me through the whole house buying process and was on hand with any queries I had about mortgages and insurance. He went above and beyond what I expected a financial advisor to help with.

Have you seen the outcome you were hoping for?

Absolutely. There was very little stress in the house buying process which was down to Greg and I’m now the proud owner of a lovely house!

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

I was let down by a long standing mortgage advisor and urgently needed help in obtaining a buy to let mortgage for a newly formed limited company.

How has Gregory Cooke helped you?

Greg helped me find the best deal available on the market and guided me through the application process. It was not a straight forward process and spent a lot of time and effort making sure that the process ran as smoothly as possible.

Have you seen the outcome you were hoping for?

Yes - the level of service received from Greg was exceptional and he was instrumental in helping me find and secure the mortgage I needed.

What could they have done better?

Nothing. The level of service was above and beyond what I would have expected.

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

Wanting to buy our first home, wasn’t sure where to start and Gregory helped us through every step.

How has Gregory Cooke helped you?

Helped and answered every question throughout the process of moving out, very quick and efficient and no problems along the way

Have you seen the outcome you were hoping for?

Yes, we are now in our first home

What could they have done better?

Nil - I could not think of any negatives

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Responded quickly, acted promptly. Seems like a genuine guy offering well explained thoughtful advice.

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Brilliant and professional service would definitely recommend.

Please provide a brief comment about your experience with Gregory

X

Please provide a brief comment about your experience with Gregory

Excellent advice no obligation

Please provide a brief comment about your experience with Gregory

Very knowledgeable and professional and explained everything in a clear, concise manor.

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Even though Greg was unable to assist us, he spent 40 minutes on the phone explaining the ins and outs of pensions and his advice was very helpful and informative. Would definitely recommend and will use him in the future if the occasion should arise.

Please provide a brief comment about your experience with Gregory

Very quick to reply

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

We are first time buyers, we found Gregory through another family member of mine who recommended him to us.

How has Gregory Cooke helped you?

Gregory has answered every question we have had and explained how to proceed step by step.

Have you seen the outcome you were hoping for?

Yes, we have now had our mortgage application accepted thanks to Gregory helping us out.

What could they have done better?

Nothing, we have had no issues at all with Gregory, he has helped us very quick and efficiently.

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

My partner and I were looking to buy our first home and we wanted professional guidance to help us through the process. We were recommended Greg via other family members that also had a positive experience.

How has Gregory Cooke helped you?

He has been integral to our entire move. Greg worked quickly and thoroughly to secure us a mortgage under the swiftly changing market conditions. This further included two revisions to the mortgage offer which he dealt with diligently. His warm personality and professionalism put us at ease. He shared personal experiences and sound advice that helped us be more decisive. We were also guided through other important aspects of home owning including health and home insurance, mortgage repayments, home buyers reports, conveyancing solicitors and joint accounts.

Have you seen the outcome you were hoping for?

We have been guided every step of the way and been made to feel confident in the process and encouraged by the hard work ethic of Greg. At no point did we ever feel we were out of our depth. He explained every step we didn't understand in a way that made us feel confident in making the correct choices for our future. He spent plenty of time on the phone with us (often repeating and being patient) talking through our concerns and really helped two novices achieve a huge milestone.

What could they have done better?

He did more than we could have hoped for.

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

Buying a house with my partner

How has Gregory Cooke helped you?

Greg has been an absolutely outstanding advisor! I’m new to getting a mortgage and my partner worked with Greg on a previous mortgage, so we knew we were in safe hands. Greg explained everything clearly and precisely so I understand what was happening. He offered really financially savvy suggestions and guidance, working day and night to get the best result for us! We'll definetely use him again!

Have you seen the outcome you were hoping for?

Definetely, we are 100% satified customers!

What could they have done better?

Nothing, we've received an excellent service

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

We had built up some savings over the past couple of years and wanted the money to work harder for us rather than sitting in a low interest bank account

How has Gregory Cooke helped you?

Greg has helped us to understand options that we didn't realise were initially available to us. This has meant that we are now thinking longer term with our investment rather than just short-term higher interest rates on savings

Have you seen the outcome you were hoping for?

yes - definitely!

Please provide a brief comment about your experience with Gregory

Very helpful with a complicated family financial situation. Would recommend.

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

I received an inheritance when my mum died recently, and had no prior knowledge or understanding of investing.

How has Gregory Cooke helped you?

Greg has helped me enormously in helping me understand the best course of action for growing my investment according to the risk I am willing to take. He has taken plenty of time to understand my circumstances, listen to my inheritance plans and really provided great advice and guidance in regard to managing and investing the money to create realistic growth. He has answered any questions I have had in an easy-to-understand way considering I have no prior experience of investing. As well, Greg has been sensitive to the fact that the inheritance I have received comes with an emotional attachment. He is always easy to contact if I have any queries or need further explanation and keeps me updated with what is happening. Greg is very easy to talk to and no question is a 'silly question' in his eyes. I believe that he is working hard in my best interests and the advice he gives reflects this.

Have you seen the outcome you were hoping for?

As I have only recently invested, there hasn't been time yet to see any real outcomes but am confident that in the coming months and years, I will.

What could they have done better?

So far, nothing!

Please provide a brief comment about your experience with Gregory

Extremely helpful

Please provide a brief comment about your experience with Gregory

Greg was really helpful in an initial consultation with me regarding pensions and retirement planning, and gave me lots of clear useful guidance and resources. Thanks Greg!

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Greg was more than helpful, nothing was too much trouble! He would always make sure we were fully updated, and even when we had issues and faced delays, Greg supported us in every way. Brilliant adviser and will be using his services again and again, thank you Greg!

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Knowledgeable and easy to talk to with clear advice on the data gathering required to make informed decisions.

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I had an initial conversation with Gregory after making contact through this website. He was very helpful when considering my financial needs and explaining things to consider and the way foward

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Greg helped us organise our protection after buying a new house. He was very friendly, detailed and efficient.

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Very understanding of changing personal circumstances and found mortgage to suit us.

Please provide a brief comment about your experience with Gregory

He provided an excellent service, he explained everything well and worked around my hectic schedule.

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

Purchase of my first home.

How has Gregory Cooke helped you?

He helped me source the most efficient and cost effective mortgage and home/life insurance.

Have you seen the outcome you were hoping for?

Yes, I am more than happy with the outcome achieved.

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

We were starting to consider our retirement options

How has Gregory Cooke helped you?

Greg has been invaluable in helping us through a difficult work situation. He has a great ability to listen to what you are actually saying and does not assume. He also is very good at listening between the lines. I can honestly say that he has gone above and beyond and has a very considered and caring manner

Have you seen the outcome you were hoping for?

Absolutely and we are still working with him

What could they have done better?

Nothing he has been fantastic

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

A house move and more borrowing needed.

How has Gregory Cooke helped you?

He found us a new mortgage deal and new life insurance to support that.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I recommend looking into a service for private medical insurance.

Please provide a brief comment about your experience with Gregory

Greg is extremely professional, approachable and helpful. He was lovely to deal with, responded quickly to requests and helped me with finding a mortgage. I can't recommend him highly enough.

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

Had a large sym of money that I felt neeed to be invested rathet than in a savings account. My partner has used him for various investments in the past and recommended him to me.

How has Gregory Cooke helped you?

He sorted a suitable investment for me with a mid range risk to it, which I advised I was looking for.

Have you seen the outcome you were hoping for?

Yes, already had a good return on cash invested in the short time it has been set up.

What could they have done better?

N/A

Please provide a brief comment about your experience with Gregory

Greg consistently provides accurate well thought out advice.

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

Advice about a remortgage including release of equity to finance a future extension.

How has Gregory Cooke helped you?

Greg was knowledgeable and personable, taking the time to listen to our situation and explain his recommendation. We were very happy to accept this and Greg supported us to arrange an offset mortgage, which was not something we had previously considered but was absolutely the right option for us.

Have you seen the outcome you were hoping for?

Yes, everything was very smooth and we felt supported throughout. There were certain moments where had we not had Greg to advise us we would have ended up with a less favourable morgage. For example, when our property was valued lower than expected Greg was able to talk us through an appeal, which was ultimately successful.

What could they have done better?

Nothing comes to mind, we were completely satisfied with the service.

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

Purchasing our first home. I found 7-8 advisers online from various review sites, and called them to talk and decide who to go with. Greg was by far the standout candidate from all of them.

How has Gregory Cooke helped you?

Greg supported us through every step of the house-buying process, giving us clear information and advice regarding the options available so that we could make an informed decision. Overall, he helped us with our mortgage, life insurance, building insurance, contents insurance and income protection insurance.

Have you seen the outcome you were hoping for?

We got everything we wanted from Greg, and then more. He was supportive beyond what we could have expected throughout the process, always available to provide advice when we needed it, whilst never being pushy towards any particular options. In fact on more that one occasion he helped us reach a conclusion that meant he personally received less commission than alternatives available. At no point did we feel that Greg had anything other than our best interests at heart.

What could they have done better?

I honestly don't think there is anything he could have done better.

Please provide a brief comment about your experience with Gregory

We were very happy with our initial consultation with Gregory about a slightly complicated remortgage. He was knowledgeable and personable, taking the time to listen to our situation and explain his recommendation. We intend to engage his services going forward and would recommend him to others.

Please provide a brief comment about your experience with Gregory

Gregory was polite and understood my needs which were quite complex. If I decide to progress with my enquiry, I would have no hesitation in using Gregory’s services.

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

Buying a new home

How has Gregory Cooke helped you?

He arranged the mortgage for me

Have you seen the outcome you were hoping for?

Mortgage submitted yesterday waiting on the decision from the Bank

What could they have done better?

Couldn’t fault anything, always would answer and message back regardless of the time or day of the week.

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

Greg advised and dealt with all paperwork for my initial mortgage, and associated insurances. He made it so easy so 5 years later my fixed term finished, I wanted someone I knew and trusted to discuss my finances with in these uncertain times for advice and signposting.

How has Gregory Cooke helped you?

Greg advised and dealt with my remortgage, and will be sorting my will in the future when I get organised.

Have you seen the outcome you were hoping for?

Yes, remortgage completed smoothly. Any problem I just contacted Greg and he investigated and replied swiftly with explanation or solution.

What could they have done better?

Greg couldn't have made it easier. I dont understand technical terms as not my field of work but he explained them easily. I have a basic knowledge of computers but he talked me through how to send documents securely. Nothing was too much trouble.

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

My partner and I were taking out a mortgage for the first time and life insurance.

How has Gregory Cooke helped you?

Greg was fantastic throughout our entire time dealing with him. We really appreciated how he spent the time to explain the entire process to us, even when at times it would take a little while for us to understand. Greg was really polite and professional, we really felt he took the time to find out about our situation, before offering his advice. He found us a mortgage deal significantly better than we had found previous to using Greg's services, we were really pleased. He stayed in touch throughout the process, was always very approachable and responding to our queries in a timely matter. Greg took care of all the details and the admin, so when it came to the move in date all we had to do was notify Greg and it was sorted. A great help when you are moving home and have enough to worry about!

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

I really can't think of anything Greg could of done better in my experience :)

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

Time and expertise. Each to their own profession

How has Gregory Cooke helped you?

Got a better policy than what I had before and did all the leg work for me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A - totally satisfied

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

Moving home

How has Gregory Cooke helped you?

Helped me and my partner with our mortgage and life insurance and he was professional and very helpful throughout it all.

Have you seen the outcome you were hoping for?

I couldn’t of wished for a better service

What could they have done better?

Honestly nothing the service he provided was faultless

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

Buying new house and renting out current property.

How has Gregory Cooke helped you?

Gregory helped find a suitable mortgage for our new property, provided advice of the mortgage of the rental property and advice on suitable insurances.

Have you seen the outcome you were hoping for?

Yes his recommendations are now in place and fit for purpose

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

We were buying a new home

How has Gregory Cooke helped you?

Greg helped us by talking through our financial position, finding us the best mortgage deal and advising on life cover

Have you seen the outcome you were hoping for?

Yes

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

We were buying our first house.

How has Gregory Cooke helped you?

He talked us through mortgages in general, found us a mortgage that suited our needs, and got us set up with the necessary insurances.

Have you seen the outcome you were hoping for?

Yes, it has been ideal.

What could they have done better?

Nothing. It was all top quality service, and very transparent.

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

Buying my first house.

How has Gregory Cooke helped you?

Advised with health insurance and home insurance.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

The service went very smooth nothing he could have done better we got the right cover for us.

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

Looking to buy our first house.

How has Gregory Cooke helped you?

He helped us with our mortgage application and our life insurance. Excellent advice and help from Greg.

Have you seen the outcome you were hoping for?

Yes, definitely.

What could they have done better?

None. Excellent service.

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

Purchasing a property

How has Gregory Cooke helped you?

He advised myself and my partner on our options for insurance

Have you seen the outcome you were hoping for?

Yes definitely, very happy with the service provided and will use in future

What could they have done better?

We are thoroughly happy with the service provided. There is nothing that could have been done to improve the service.

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

Recently for a pension

How has Gregory Cooke helped you?

Greg went through hours of phone calls to sort my pension out.

Have you seen the outcome you were hoping for?

Yes definitely.

What could they have done better?

Other then doing it for free, nothing. Absolutely spot on ever time.

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

Mortgage complicated by an upcoming job move, other properties co-owned with friends and partner's maternity leave.

How has Gregory Cooke helped you?

Finding the Mortgage companies that would look past these complications and getting a great deal

Have you seen the outcome you were hoping for?

Yes - mortgage quickly obtained, managed to get it in time to get offer in on dream house, which we now live in.

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

New multiple mortgages to facilitate transfer of properties to buy to let and purchase of new residential property.

How has Gregory Cooke helped you?

It wasn’t a straight forward mortgage application and Gregory took the time to find the best lenders who would facilitate our requests

Have you seen the outcome you were hoping for?

Yes we were able to transfer our existing properties to buy to let’s and release equity to fund the deposit on our new home.

What could they have done better?

Nothing, I would have no hesitation in recommending Gregory. I have recommended Gregory to friends who have also been impressed with his advice, professionalism and friendly service.

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

Long term financial planning for various requirements

How has Gregory Cooke helped you?

Measured and sensible advice tailored perfectly for our ambitions

Have you seen the outcome you were hoping for?

Absolutely, can't recommend highly enough

What could they have done better?

Nothing, Greg has been a great help to my family

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

Purchasing a new home

How has Gregory Cooke helped you?

Greg helped us find the right mortgage lender for us. Having had little experience in buying houses Greg walked us through the process step by step and watered it down to an understandable level for a novis buyer. He was always on the other end of the phone to answer any questions we had (plenty) and was superb from start to finish. We will of course be recommending Greg to all of our friends and family.

Have you seen the outcome you were hoping for?

Most definitely we are extremely happy in our new family home.

What could they have done better?

Nothing the service we received was outstanding.

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

We were planning some home improvements and our accountant put us in touch with Greg.

How has Gregory Cooke helped you?

Greg helped us from start to finish with a tricky mortgage application being a director.

Have you seen the outcome you were hoping for?

Yes, and would recommend and use Greg in the future.

What could they have done better?

Happy customer!

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

I needed a Mortgage

How has Gregory Cooke helped you?

Greg was very thorough and helped me choose the right product.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

nothing could have been done better

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

Buying a house

How has Gregory Cooke helped you?

Greg was our Mortgage Advisor and was massive help sharing his wide variety of knowledge with myself and my partner

Have you seen the outcome you were hoping for?

Yes, got exactly the service we was looking for, overall very pleased and would highly recommend

What could they have done better?

N/A

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

My partner and I were looking to buy our first Home.

How has Gregory Cooke helped you?

Gregory provided comprehensive advise regarding our mortgage & insurance needs and enabled us to get the deal we were looking for.

Have you seen the outcome you were hoping for?

Absolutely YES.

What could they have done better?

Nothing

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

I had a pension and my wife and I had savings and bank ISAs and we wanted financial advice on the next steps to take.

How has Gregory Cooke helped you?

Greg went through our attitude to risk which then resulted in financial planning for my pension and our investments and savings. Reports, phone calls, emails and yearly meetings followed.

Have you seen the outcome you were hoping for?

Yes, very happy.

What could they have done better?

Nothing. Greg has been excellent.

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

On my retirement I wanted to protect and maximise the return on our savings and optimise our pension returns

How has Gregory Cooke helped you?

Greg completed a full review of our financial situation and then presented his findings in order that we could make a balanced decision on our future financial requirements

Have you seen the outcome you were hoping for?

Without doubt all our expectations have been met

What could they have done better?

We have been totally satisfied with the service and support Greg has given and therefore have no further suggestions

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

Moving home

How has Gregory Cooke helped you?

Greg provided us with expert advice in regards to what products and services where available to us.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

This is the 3rd time we have used Greg and as such is hard to say how he could have done better, our repeat business is testament to that. We have also recommended Greg to a number of friends and family who have all received the same outstanding service he has provided us.

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

Greg helped me and my partner find a mortgage whilst we were buying our first house

How has Gregory Cooke helped you?

Greg was extremely helpful with providing myself and my partner mortgage advice and help finding us the best deal for us to fit with our needs. Greg was great explaining the process for me and also helped with providing information and different options for life insurance.

Have you seen the outcome you were hoping for?

Yes. Greg gave us great advice & guidance throughout the process and supported us in all areas to get out mortgage and help us buy our first home.

What could they have done better?

Nothing springs to mind. Greg was great throughout and i would recommend him to any friends and family

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

self employed with new contracts, needed advice on how best to invest

How has Gregory Cooke helped you?

gave pragmatic advice and can demonstrate and explain the most efficient way to invest money for the future

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing comes to mind

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

I used one in my the purchase of my first house and put my trust in them to find a great deal for me.

How has Gregory Cooke helped you?

Greg advises of a great rate available along with his recommendation of which mortgage providers are better to deal with.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Greg exceeded expectations and provided regular updates. I don’t think there is anything which was not of high quality.

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

Moving home/life insurance

How has Gregory Cooke helped you?

He helped myself and my partner to secure the best deal available for us and also gave us great advice throughout this process to ensure the deal fulfilled our personal needs.

Have you seen the outcome you were hoping for?

Couldn't be happier with everything perfect from start to finish.

What could they have done better?

I can honestly say nothing. The professional help we received from start to finish was perfect.

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

Buying a property which required a mortgage.

How has Gregory Cooke helped you?

Gregory was recommended through a friend, which I have been very grateful for. He helped myself and partner by providing various mortgage options and advice and guidance with regard to this. He also provided information about insurances which were necessary to and additional to the mortgage offer.

Have you seen the outcome you were hoping for?

Yes. Gregory provided us with sound advice and supported us in all aspects of obtaining a mortgage to help us to buy our property.

What could they have done better?

Gregory fulfilled every aspect of our requirement and worker to a professional and friendly standard throughout. There is nothing that I consider that he could have done better. Thank you.

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

We where looking for a mortgage and life insurance to go with it

How has Gregory Cooke helped you?

Greg found a mortgage that suited us and spent time looking for life insurance too

Have you seen the outcome you were hoping for?

Yes I did

What could they have done better?

Greg did everything that we asked of him and he couldn't have done more or have been more helpful

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

First time buyers using help to buy

How has Gregory Cooke helped you?

He was incredibly patient and hard working and I feel he went above and beyond the find the best mortgage for us. He listened to all our requests and did his utmost to honour them - and succeeded. His communication skills were wonderful which was very important to us. He was also honest and helped us manage our expectations the whole time (although more often than not he helped us surpass them)

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I can think of! He was absolutely brilliant.

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

We needed an adviser for our mortgage. We had already spoken to several different mortgage advisers and help to buy specialists, then speaking to Greg we quickly realised how much more professional and knowledgeable he was.

How has Gregory Cooke helped you?

His communication, reliability and manner were impeccable, and the speed at which he reacted to issues meant we had our mortgage sorted in record time even when using a particularly difficult lender. He gave us honest and use full advice and drew from experience. The whole process was painless. Thank you for everything.

Have you seen the outcome you were hoping for?

Absolutely. We had settled on the mortgage we wanted already and been told by the help to by specialist at the estate agents, in quite a dismissive tone, that we could not use it. Greg did a lot of ground work and came up with several options that suited us best. We went with a renowned slow and difficult lender, but Greg kept a constant dialog and responded quickly to RFI's. We got our offer quicker than we could of imagined and the one we wanted.

What could they have done better?

I have worked with many different people in the construction industry and honesty and integrity are the most I appreciate in people. Greg has both those qualities. He draws from experience and does not pretend to know everything, like most experts I meet do. He works hard to achieve the goals of his client and explains things in a why we could easily understand.

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

We were moving house and he was recommended to us.

How has Gregory Cooke helped you?

He was able to offer completely impartial advice and exceptionally helpful information at every possible stage of the process. He was readily available and responded to all queries as quickly as he could.

Have you seen the outcome you were hoping for?

Yes we have.

What could they have done better?

There really wasn’t anything more he could have offered.

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

Preliminary I sought advice regarding pensions and auto enrolment for myself and two colleagues.

How has Gregory Cooke helped you?

Gregory assisted with opting in and out of NEST. He provided a full pension review for myself and two colleagues. Greg also gave advice on life insurance and sickness cover.

Have you seen the outcome you were hoping for?

Yes, I feel confident that my current pension contributions will provide a reasonable lifestyle when I retire from full time employment. I feel confident that Greg will check this on an annual basis and advise if current pensions schemes are not performing effectively. I also feel confident in the knowledge I have full sickness insurance cover should I be unable to work for a period of time.

What could they have done better?

No, Greg is professional, responsive and in tune with my lifestyle and needs. His levels of customer care are exceptional

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

We were in the process of taking our pensions and required advice on investments and pension products.

How has Gregory Cooke helped you?

He helped us understand what products were available and best suited for our financial needs. This included 2 face to face meetings and the production of a financial report for my wife and I.

Have you seen the outcome you were hoping for?

We feel we have a plan for our future financial needs which is clear and understandable, which will best utilise our resources in both the short and longer term.

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

I have sought Mr Cooke's advice twice in 5 years - to remortgage, for a new mortgage, for life insurance, family benefit insurance, and for income protection insurance for my husband. This advice was sought in response to us having children and moving home.

How has Gregory Cooke helped you?

He secured us a new mortgage and advised on the prompt value we could afford. He also talked through the different options available to protect our family in the event of one or both of us dying, and gave sound advice as to which would best meet our needs and suit our income bracket. He also helped us secure life insurance at a reasonable premium where it had been refused elsewhere.

Have you seen the outcome you were hoping for?

Yes, 100%.

What could they have done better?

The service he provided was perfect for us, and his manner was polite, respectful and did not pressurise us into agreeing to anything. I cannot see how this could have been improved.

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

I was first time buyer and needed mortgage advice.

How has Gregory Cooke helped you?

He gave me excellent advice on what mortgage would be best for my circumstances.

Have you seen the outcome you were hoping for?

Certainly, couldn’t be more happier.

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

My fiancé and I were selling our house and looking to buy something bigger before our wedding next year.

How has Gregory Cooke helped you?

Arranged everything he was asked to in good time and detail.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

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

My wife and I had retired and had Pensions, Investments and savings. We were looking for a financial advisor who could advise us were to invest these.

How has Gregory Cooke helped you?

Greg went through a thorough risk assessment of our financial portfolio. He then came up with the best scenario for my Pension, Investments and savings.

Have you seen the outcome you were hoping for?

Yes, we are very pleased with Greg's input.

What could they have done better?

Nothing at present.

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

Purchasing my first property; requiring mortgage advice from a financial adviser.

How has Gregory Cooke helped you?

Provided a superlative service in obtaining the best mortgage that was suitable for me in purchasing my first house, while also providing me with the support to arrange affiliated services and understanding the necessary procedures that required being undertaken.

Have you seen the outcome you were hoping for?

Yes my mortgage has been accepted.

What could they have done better?

Nothing, he was and is always very approachable and accommodating.

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

First time buyer mortgage advice.

How has Gregory Cooke helped you?

Enabled me to gain a mortgage and buildings insurance.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Not applicable