Darren Curry

What were the circumstances that caused you to initially look for an adviser?

I have been with Darren for many, many years, even before he started here.

How has Darren Curry helped you?

He handles, and advises on, all my financial requirements.

Have you seen the outcome you were hoping for?

Nobody is ever satisfied with their finances, but, overall, I cannot fault Darren. If I had seen the outcome I was hoping for, I would be relaxing on my own yacht, somewhere on the Caribbean, drinking funny coloured cocktails.

What could they have done better?

I don't know. How could I know? That is Darren's job. He seems to do it very well. I have no complaints.

What were the circumstances that caused you to initially look for an adviser?

Consolidation of various pensions and then planning on making my pensions fit my retirement.

How has Darren Curry helped you?

The building of a clear financial plan and the management of the underlying investment.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Investment markets have been challenging of late but I understand why through the education Darren provides and know this will improve.

What were the circumstances that caused you to initially look for an adviser?

Investments

How has Darren Curry helped you?

Good advice

Have you seen the outcome you were hoping for?

Not exactly…..

What could they have done better?

No one’s fault…. State of the world markets..

What were the circumstances that caused you to initially look for an adviser?

Pension reveiw and advice

How has Darren Curry helped you?

Darren is very informative and always there to help

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Darren was my financial advisor when he was with The First Trust Bank, (AIB). When they parted company, I opted to leave the bank's financial advice service and enrol with Darren as a 'new' client. He was not allowed to take clients with him but, I insisted. It was my decision, not his.

How has Darren Curry helped you?

Darren has always been there when I had a question. He has never missed an appointment. He has advised me of different options and let me choose, if and when I chose to. Mostly, I go with his advice as it has never let me down.

Have you seen the outcome you were hoping for?

Nobody sees the outcome they are looking for. We all expect to be multi-millionaires within the first year. The economic climate has been rough for everybody, (except for the very high rollers, maybe), we mustn't shoot the messenger. I think we're doing well to stay ahead of the game.

What could they have done better?

I have no idea. I trust Darren to do his utmost in looking after my funds. So far, I haven't been wrong.

What were the circumstances that caused you to initially look for an adviser?

Need to organise my investments and pensions.

How has Darren Curry helped you?

He provided advice and took an overview of the position.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Some assistance with share transactions.

What were the circumstances that caused you to initially look for an adviser?

To look after the investment of funds from on old Company pension

How has Darren Curry helped you?

Darren has looked after an old pension of mine and has provided good advice and guidance

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

On retiring in 2007 Darren advised how best to go forward

How has Darren Curry helped you?

Helped with investment and protection of our future income. F

Have you seen the outcome you were hoping for?

Yes. Darren has been on hand to alleviate worry and put things into perspective. Our investment with his advice has sustained value over the years

What could they have done better?

I don't have any problem with the way things have proceeded.

What were the circumstances that caused you to initially look for an adviser?

Rationalisation of pension funds

How has Darren Curry helped you?

Darren has been a terrific source of advice, guidance and professionalism over the past 6 years, and his attention to detail and service is exemplary.

Have you seen the outcome you were hoping for?

To date, yes. Plenty of 'ups' on the journey so far, with a small scattering of 'downs' but due to the vagaries of the financial markets globally, particularly in the last 3 months.

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

I wanted to make the most out of my savings and plan for my financial future

How has Darren Curry helped you?

Darren has listened to my needs , and his advice is tailored to my personal situation

Have you seen the outcome you were hoping for?

Yes , so far .

What could they have done better?

He’s done everything I’ve asked for .

What were the circumstances that caused you to initially look for an adviser?

Marital breakup...needed sound finacial help/advice.

How has Darren Curry helped you?

Darren followed on from a previous advisor and has provided sound professional advice on my pension.

Have you seen the outcome you were hoping for?

We are getting there

What could they have done better?

Not sure he could have done anything better.

What were the circumstances that caused you to initially look for an adviser?

Investmen

How has Darren Curry helped you?

Well

Have you seen the outcome you were hoping for?

Sort off

What were the circumstances that caused you to initially look for an adviser?

Saving money for future and retirement

How has Darren Curry helped you?

Advised placement of finance to protect my finances as best as possible

Have you seen the outcome you were hoping for?

Generally yes , mostly finances have held value , even under great market volatility at present.

What could they have done better?

?

What were the circumstances that caused you to initially look for an adviser?

Selling my business, looking to invest money

How has Darren Curry helped you?

Helped me with investments

Have you seen the outcome you were hoping for?

Yes so far

What were the circumstances that caused you to initially look for an adviser?

Needed help in various financial fields

How has Darren Curry helped you?

Helped in all areas of financial areas

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

I wanted my pensions to be invested to gain me the best value for my money.

How has Darren Curry helped you?

The Company & Darren keep in touch & if I needed to see him I got an appointment very quickly. I had my yearly review as well.

Have you seen the outcome you were hoping for?

Yes my pension has made money & Darren moved it about from lenders.

What could they have done better?

Nothing that I can think of

What were the circumstances that caused you to initially look for an adviser?

We were introduced to Darren many years ago when he was working as financial advisor at one of the local high street banks.

How has Darren Curry helped you?

Darren over the years has recommended some excellent financial products where we placed funds.

Have you seen the outcome you were hoping for?

These products have proved very successful over the last decade and the funds have grown with an excellent return. We really appreciate this.

What could they have done better?

The service is excellent. Nothing to add.

What were the circumstances that caused you to initially look for an adviser?

Transfer

How has Darren Curry helped you?

Continuing updates on investment

Have you seen the outcome you were hoping for?

Not really, but this is more to do with current economic situation than anything Navigate can do, sitting still

What could they have done better?

No idea

What were the circumstances that caused you to initially look for an adviser?

Returning to UK from living abroad

How has Darren Curry helped you?

Prepared our finances for our retirement and beyond

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

In the current climate I think Darren has done well

What were the circumstances that caused you to initially look for an adviser?

I wanted to achieve my goals for investing my pension and securing a legacy for my wife and dependants

How has Darren Curry helped you?

He has kept me informed regularly on how my portfolio is progressing.

Have you seen the outcome you were hoping for?

Overall, yes, but the current economic climate has recently has been disappointing.

What could they have done better?

Not sure. The current economic situation worlwide has been affected negatively.

What were the circumstances that caused you to initially look for an adviser?

I had extra income to put away for retirement

How has Darren Curry helped you?

Darren explained things very well and was honest

Have you seen the outcome you were hoping for?

Markets are down at the minute , so hope returns will improve soon

What could they have done better?

They have been great

What were the circumstances that caused you to initially look for an adviser?

I wanted a good return on capitol I had accumulated over my working life. I had known Darren from his time with AIB and was impressed by his sound advice and the returns I was getting on my investments. I had no concerns about investing via Navigate and have been very pleased with the results.

How has Darren Curry helped you?

Provision of sound financial advice and profitable returns

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I am aware of

What were the circumstances that caused you to initially look for an adviser?

Early retirement

How has Darren Curry helped you?

Advice and support to transfer and set up portfolio for investment

Have you seen the outcome you were hoping for?

Yes initially but due to the recent unexpected circumstances a bit of down turn .

What could they have done better?

Nothing Darren was pretty quick to reacte advising some changes to the portfolio which I am fairly confident will come good over the long term

What were the circumstances that caused you to initially look for an adviser?

Pension savings

How has Darren Curry helped you?

He has helped us organise our pension and to plan

Have you seen the outcome you were hoping for?

Presently markets down but there's a long term plan in place.

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Disillusionment of my bank's handling of my funds.

How has Darren Curry helped you?

He advised me of he different levels of risk, and the best way to spread my funds over several different platforms.

Have you seen the outcome you were hoping for?

No, since I expected to be a multimillionaire by now, but, yes, of course, otherwise i would be looking elsewhere now, wouldn't I?

What could they have done better?

I don't know. mostly the financial world baffles me. I have put my trust in Darren for many, many years now, and he has never let me down, nor given me cause for concern.

What were the circumstances that caused you to initially look for an adviser?

I was approaching retirement

How has Darren Curry helped you?

Carried out a complete overview of all my savings, investments and pensions leading to advice on entering retirement and providing an on going plan as to how I finance my retirement

Have you seen the outcome you were hoping for?

In theory, yes. In practice, the recent downturn has reduced my portfolio value so time will tell if the original advice comes to fruition

What could they have done better?

No…the original advise and plan were good. Navigate could not have foreseen the market downturn and they were extremely quick to make changes in my portfolio in an attempt to reduce damage caused by the present financial environment