Client Testimonial  What do our clients think of our advice?

Testimonial from Robert Downie, Managing Director, Booksets.com Ltd ...

“ In the years that Gerald has been advising me on my financial affairs he has always been thoughtful and insightful with regard to my needs, rather than his own.  His investment suggestions have been sensible and fair, and even in the current challenging conditions Gerald has continued to be driven by a desire to serve my best interests, rather than just being a salesman.  I think of Gerald as much as a friend and a business advisor who I can turn to for any number of matters, and be confident of his understanding.  I fully expect Gerald to figure in my personal and business financial needs for many years to come. ”.

Testimonial from Ian Basnett...

“ We were very fortunate in being introduced to Gerald Cooper 12 years ago and he became our financial advisor.  He has demonstrated sound and conservative financial ability, makes regular visits to our home and is readily available by telephone.  We can recommend his services ”.

Testimonial from Graham Jones...

“ At the age of 53 I decided on a complete change of career, swapping manufacturing industry for education.  As a person who has lived and worked abroad extensively, I have contributed to several pension schemes.  I met Gerald 6 years ago and I asked him for advice in consolidating my various pensions into the Local Authority Scheme.  I am now very relieved that Gerald organised this with his usual professional manner.  He has also advised me on other investments and with his advice, I am looking forward to a comfortable retirement.  I have no hesitation in recommending Gerald as a trustworthy financial advisor who gives his customers an individual service ”.

Testimonial from Adrian Goodaker, Managing Director, Global Security Group...

“ Cooper Financial Services have been advising me on various financial issues over the last 12-18 months both personally and within my business activities.

Gerald Cooper (the business principle) is totally dedicated to providing the very best service and advice in all aspects of the financial industry, and has proven time and time again to go well beyond the expected service of a typical IFA.

Additionally the way in which Cooper Financial Services apply their charges allows for structured planning and balanced overheads without any hidden surprises. I have and will continue to have absolutely no hesitation in recommending the services of this excellent company ”.

Testimonial from Stuart Price, Solicitor...

“ Gerald is an "Advisor" in every sense of that word. Unlike most IFA's, he is not sales motivated. For some one like me in the "advice" business, it is a refreshing change to deal with someone not motivated by selling financial products which don't necessarily meet my needs.

His proactive approach to financial planning has already put me in a much stronger position. With his help and advice, I hope to build upon this foundation so that my future is financially secure.

I feel that he is someone I can completely trust, and therefore have no problem in recommending him to any friends or colleagues ”.

Testimonial from Paul Harfitt, Solicitor...

“ I have always found Gerald to provide an excellent financial advice service. His knowledge is sound and his manner congenial and most helpful. He is in no way oppressive and without exception the comments of all those to whom I have recommended his services have been positive. It is clear that Gerald's main concern is to retain the loyalty of his customers by providing them with an excellent financial support service which is properly tailored to their needs ”.

Testimonial from Warwick Tart, Retired Headmaster... (click here to view)

“ My wife and I have known Gerald for over 30 years and during that time we have been very impressed with his competence not only with his wise and skilful placement of our money but also his very professional organisation.

Gerald regularly gets in touch with us and also visits us several times a year to review our situation and to make suggestions on any improvements he thinks he could make.

He has a very professional approach to his work and, after each visit to our home, he later forwards a very detailed report explaining the current situation.

We have been more than pleased with Gerald’s service and would highly recommend him ”.

Testimonial from Nic Beales...

“ We have two young children and have a very busy work life running a printing company in the Black Country, whilst my wife works for the Forensic Science Department.  We've thought for ages that we need to get life assurance in place to protect the family as well as starting to save for our children's education what with the cost of university going up every year. 

However, you know how it is, there's always something else that seems more important at the time so we've never managed to get round to it. Fortunately for us we met Gerald, who has made it easy, explained what was needed and sorted everything out for us. I wouldn't hesitate in recommending Gerald because what he puts in place for the family is so important and he makes it all so clear and easy ”.

Testimonial from Gill and John Burns...

“ Gerald has been our financial adviser for many years. He has consistently offered sound and appropriate financial advice. He always considers our circumstances and attitude towards risk. He is prepared to spend time discussing, explaining and exploring different opportunities for investment with us. His carefully considered strategies and his knowledge of the financial marketplace has resulted in establishing a broad based portfolio of investments for us ”.

Testimonial from J A Phillips, Shropshire...

“ Gerald has been my financial advisor for over 20 years and has handled my affairs excellently. Moving my shares around for the best results. If it had not been for Gerald I would not be as comfortably off as I am now ”.

Testimonial from Alan Morrall...

“ Having got to know Gerald over the last two years I can honestly state that he has helped me in so many ways.

He is a valued member of one of breakfast networking groups and advised me both personally and professionally on matters that have helped move me forward so much quicker than otherwise would have been the case.

Experienced, professional, a good friend, and a trusted confidant.

I really enjoy referring friends, family and most people I meet to Gerald because I know they will be in safe hands. Getting to know Gerald could be one of the best things you could do. He LOVES helping people ”.