Testimonials

“My investments had built up rather haphazardly over time. Some I was reasonably happy with, others less so and some were causing me concern. I felt the need to make changes but was not competent to do this myself. I was very much in need of advice.”

“Since working with Jim, instead of a rough, rather hazy overall picture of my affairs, I have a detailed analysis of the entire situation of my finances, an assessment of my immediate requirements and a realistic assessment of my likely future needs.”

“Thanks to Jim, I now feel reassured and happy with my position, confident that my affairs are now in order and being well looked after.”

Mrs BE Gard

“We needed a clear view on how our current financial arrangements would affect our future and whether we were on track for a happy retirement.”

“Prior to working with Jim, we took sporadic financial advice. Hoping more than anything that we were fine until worry and guilt forced us to act. Jim has provided us with a clear view on our situation and enabled us to undertake the necessary course corrections, as small changes now can have a significant impact down the road. We are now confident that we will meet our needs and aspirations – no more simply hoping for the best!”

Mr & Mrs Foxcroft

“Before working with Jim, we did not have a clear handle on our financial position. Leading busy lives and earning good income, we had not yet turned our attention to our future retirement. Jim has given us an understanding of our situation and enabled us to plan for the future. We know what we can do, what we can’t do and what we should do. Put simply, we have received reassurance.”

Mr & Mrs CV Croly

“I seriously needed help with sorting out all my ad hoc pension policies and making sure that they were consolidated in the most financially effective way. Jim has provided quality advice on consolidating my pension policies and ISAs to protect the capital and help generate the best future income flows. Without him, I would have been confused and unfocused, leaving my policies more exposed to adverse market fluctuations.”

Mr G Hewitson

“We were struggling to focus on the changes that may impact on our future goals, but Jim helped us to focus on our objectives by pulling together all our relevant assets, liabilities and likely developments en route to our final goals.”

Mr & Mrs JP Mace

“We were apprehensive regarding our financial position when it came to spending, saving and capital allowances. Working with Jim has given us the knowledge and reassurance of our position and also taught us how to budget yearly.”

“We feel happy that our financial affairs are now in order and are being managed effectively to give us the best possible present use and future for ourselves and our family.”

Mr & Mrs PL Foxcroft

“Over a period of time we needed to work out:

• How to deal with money willed to us (more than once)
• How to make investments for growth of capital without becoming overwhelmed by paperwork
• How to establish the most tax-efficient way of investing
• How to arrange our finances when one of us had to take early retirement to provide sufficient income, but also to secure growth for invested funds

“During a period of illness, when we were in no position to check our policies, Jim Cooper found we had a critical illness policy and made the claim on our behalf. This resulted in a payout of £25,000 that we would otherwise have lost.”

“We gained clarity about the best approach for us in entering retirement and making the best use of our funds for both income and long-term growth. Appropriate future provisions have been made for our two sons, both to provide growth but also accessibility of the funds when required.”

“Throughout every step of the way, Jim Cooper has provided us with personal service and prompt, detailed, helpful advice, with a minimum of bureaucracy.”

Mr & Mrs RCL Owen