Testimonial What do our clients think of our
Testimonial from Robert Downie, Managing Director, Booksets.com
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...
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...
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
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
I feel that he is someone I can completely trust, and
therefore have no problem in recommending him to any friends or
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
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 ”.