CONTENT HUB

YOUR SAY REVIEWS

“Georgia Gritton is our trusted advisor, responsive and loyal to us.”

“Always available to help, with understanding and patience. Advice is personalised and no question or query too small or insignificant.”

“I’m happy with the continuous updates I get, the care & overall consistency shown. The information is always updated, I feel the company has my best interests at heart and always have a positive attitude towards improving the best for me. The staff are super supportive and are always interested in what I have to say. I have regular meetings informing me of my shares & profits and how best to move forward with valuable decisions benefiting the best for me & my family.”

“Regular contact and good advice.”

“Excellent advice and service. I was particularly grateful for the cash flow forecasting around my recent house purchase.

Not a lot to improve, but I’d appreciate an executive summary in the cash flow presentations, including a high level reconciliation to the previous period with the impact of key changes in assumptions.”

“Happy with the service. We are entering a pretty key period for us, life-wise, so optimistic that CP will be best partner to navigate us through it!”

“Always give balanced reviews and information when requested, good personal service and feel like they really understand the subject matter.”

“CPW gives us confidence that we have a solid and well considered financial strategy. When we have specific queries outside meetings they are usually answered promptly and in detail. Not sure we are making the best returns possible but good enough. A summary once a year of exactly how much we have made or lost in a 12-month period would be a useful additional piece of information”

“I feel that we could have had more nurturing and more communication given this is a new area for us – also sometimes communication isn’t great – but you are a lovely team”

“Your staff are great”

“Excellent communications and relationship building. The on line system could be a bit slicker. We’ve had an issue with a pop up not being removed. But this is very minor.”

“Simon and his team offer a great service – keeping us up to date and responding promptly to any questions we may have. Thank you”

“Please continue to do what you do.”

“Sometimes think actions take too long especially when taking money out. During the time it takes the value of the investment can fall a fair bit, having said that the service we receive is excellent.”

“Breath of fresh air from our previous advisor. As a result of advice given by Brendan we have a higher performing and more consolidated portfolio with lower management charges. More importantly Brendan and his colleagues have provided a level of reassurance that we wanted, especially after the poor experience at St James Place. Brendan’s personal style and expertise along with the attention and time given to us as we made the transition to Cooper Parry has been greatly appreciated.”

“We are extremely happy with the service that we receive from Codie and her team. Communication is fantastic and any advice given is always explained in a very clear way. Wouldn’t hesitate to recommend CP Wealth”