CONTENT HUB

YOUR SAY REVIEWS

We receive a highly personalized professional service from Peter Wicks. We have established great confidence in his expertise and ability to help us navigate our financial futures.

Good annual meeting and advice. Tax pack is slow coming from Cooper Parry – received July. It would be good to have this sooner as I have already done tax return

David Holmes provides excellent service, totally trustworthy, committed to our relationship – professional with a personal touch – we completely trust him on every level and like him as a person very much.

Excellent service from my advisor

Very Good

You are fulfilling your promises to keep us well advised.

All well at present and helpful when IT difficult

Portfolio doing well.
contacts are good but a bit slow on acting on instruction

Great service and attention from Peter wicks and account has grown nicely in value.

CPW was very helpful

Great clarity of information, delivered in a professional manner, though with a friendly human touch.

Advice and service is excellent

Good return on our investments.
Excellent relationship with Peter Wickes.

helped me both times there were changes to my circumstances during the year

Always quick to answer any email queries. We find Paul is great at explaining things to us simple clear accessible way, which helps us feel confident that we are able to make the right decisions for our finances now and in the longer term .

Always quick to answer any email queries. We find Paul is great at explaining things to us simple clear accessible way, which helps us feel confident that we are able to make the right decisions for our finances now and in the longer term .