Jack's reviews
Reviewed for
Insurance and Protection ( 15 )
Mortgages ( 17 )
Pensions ( 154 )
Retirement income (annuities, drawdown) ( 68 )
Auto Enrolment ( 2 )
Investments and Savings ( 120 )
Pension Transfers - Non Specialist ( 30 )
Inheritance Planning ( 28 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 18 )
Financial Planning ( 69 )
Financial Mentoring ( 21 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 34 )
£200k - £500k ( 48 )
£100k - £200k ( 27 )
( 1 )
Up to £50k ( 14 )
£50k - 100k ( 17 )
Review
by a verified client in Somerset
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommendations from friends.
How has Jack Cooper helped you?
Jack takes time to review and explain pension details helping me to make informed choices.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I’m very happy with all aspects of the services provided.
Review
by a verified client in Somerset
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a number of pensions from previous employers which were effectively showing little or no growth so I sort advice in what I could do.
How has Jack Cooper helped you?
Jack analysed the various pensions and only where it made sense advised on consolidating some of these pensions into a new scheme
Have you seen the outcome you were hoping for?
Benefited from not only from paying considerably lower management fees but fund is growing to extent that I am looking to retiring early
Review
by a verified client in Somerset
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To ensure we were investing wisely and to make our money work for us
How has Jack Cooper helped you?
Jack helped us identify where we would like to be financially, and formed an investment plan to help us achieve our goals. Jack’s tailored advice is second to none, he really cares and we know we’re in incredibly safe hands
Have you seen the outcome you were hoping for?
Yes!
What could they have done better?
Nothing - exceptional service
Review
by a verified client in Dorset
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need for pensions advice
How has Jack Cooper helped you?
Pensions and subsequently investment advice - thorough, friendly and accessible advice
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Cornwall
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Starting out with my savings and pension, and how to maximise returns from both, as well as advice on how to achieve target retirement age.
How has Jack Cooper helped you?
Jack always gives honest and straight forward advice based on my own personal circumstances and goals. Always friendly, he provides insights and has given me deeper understanding to how my investments are performing and why, as well as what I need to do to give the best chance of maximising returns in the future.
Have you seen the outcome you were hoping for?
Yes; after starting my pension and savings journey late I have seen higher growth than I was anticipating. I also feel reassured that I am doing all I can to plan for retirement, based on my own financial circumstances.
What could they have done better?
Nothing