Reviewed for
Insurance and Protection ( 73 )
Mortgages ( 95 )
Pensions ( 22 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 5 )
Auto Enrolment ( 1 )
Investments and Savings ( 10 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 9 )
£100k - £200k ( 8 )
Up to £50k ( 40 )
£50k - 100k ( 8 )
Review
by a verified client in West Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had previously used Greg's father for nearly 20 years to handle all our business and personal financial planning. Upon his father's retirement, we needed someone to manage and advise on our pension plans and goals.
How has Gregory Cooke helped you?
Greg has provided us with expert pensions advice and planning and totally understands our goals and attitude towards risk. He keeps us constantly updated with the performance of our investments and is quick to recommend and changes to the platforms we use and our investment portfolio.
Have you seen the outcome you were hoping for?
Absolutely. Despite the recent financial uncertainties caused by Covid and recent conflicts we are on track to achieve our investment goals.
What could they have done better?
Nothing
Review
by a verified client in Suffolk
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions advice required
How has Gregory Cooke helped you?
He reviewed the market and helped me change my pension provider
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing!
Repeat review
by a verified client in East Riding
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Gregory Cooke helped you since your last review?
Greg regularly monitors our financial portfolio and answers any questions we may have promptly. He follows this up with a yearly meeting with a risk assessment and any new actions needed on Pension, Investments and savings and any other financial matters.
Review
by a verified client in West Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension planning
How has Gregory Cooke helped you?
Always professional and explains things so you can understand and look at all the options before you make any decisions
Have you seen the outcome you were hoping for?
So far so good even in the present uncertain financial climate
What could they have done better?
Nothing that I'm aware of
Review
by a verified client in South Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Greg has been our mortgage broker and financial advisor for around 8 years now.
How has Gregory Cooke helped you?
Greg has always been great with us. He has arranged two great mortgages for us and has now helped again with our insurances and life cover for the third time. He always puts so much effort in to find us the best options for our specific circumstances and takes so much time (and patience) in making sure we understand everything. He is helpful with everything big and small and he often happy to just reply to random little questions even when we're not in the process of formally getting financial advice from him. I am so glad we found Greg!
Have you seen the outcome you were hoping for?
Yes we always do.
What could they have done better?
Nothing Greg is always fab!