47 reviews | 2 verified advisers
Review for George Copplestone
What could they have done better?
Absolutely nothing
What were the circumstances that caused you to initially look for a financial adviser?
My accountant advised me to speak to a financial advisor
How has George helped you?
George helped me with my private pension and isa neither of which I had before. Both have been excellent investments indeed. He is also helping me with my last will and testament.
Have you seen the outcome you were hoping for?
Yes very much so, to say the return on my pension and isa has exceeded my expectations is an understatement.
Review for George Copplestone
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Needed advice on financial matters
How has George helped you?
Clarified thinking about financial matters
Have you seen the outcome you were hoping for?
Yes
Review for George Copplestone
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I needed to start a new pensions fund
How has George helped you?
By advising me on all aspects of this
Have you seen the outcome you were hoping for?
so far the outcome has been stellar
Review for George Copplestone
What could they have done better?
Nothing at this point
What were the circumstances that caused you to initially look for a financial adviser?
Looking to amalgamate a number of pension schemes and get a better return. I look at 4 other companies and compared advice.
How has George helped you?
Amalgamated a number of Pension schemes, also looked at options for current pension and given advice on options as I head towards retirement. Financial advice so far has been sound and excellent investments.
Have you seen the outcome you were hoping for?
Yes, actually more than I had hoped for, wish I had sought advice earlier.
Review for George Copplestone
What could they have done better?
Nothing, excellent service
What were the circumstances that caused you to initially look for a financial adviser?
Company Pensions
How has George helped you?
Informed and provided the right advice for the circumstances we currently have
Have you seen the outcome you were hoping for?
Yes the outcome has been more than satisfactory
