0330 038 8940
Based in Bromsgrove
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FCA status: Certified by Firm
Last checked: 09 March 2025
Darren is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Darren's status
41
Recent Client Reviews
Verified reviews: 100%
Darren has received 41 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 09 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Transparent Fees
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Darren has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Darren
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Darren (based on 3 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 09 March 2025
Darren is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Darren's status
41
Recent Client Reviews
Verified reviews: 100%
Darren has received 41 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 09 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Qualifications not yet added
Darren has not yet added their qualifications to their profile
Transparent Fees
Darren has provided information on their typical fees
Darren has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Darren
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Darren (based on 3 first impressions)
I work for Ascot Lloyd which is a dynamic and progressive company, we focus on the importance of financial planning, not just financial advice. Ensuring you are confident in the advice we provide is essential and we never take for granted the privileged position this puts us in. As a rapidly growing national firm we have the technology and an extensive support behind us. I have been working in Financial Services for 30 years, having progressed from the medical underwriting of life applications, onto reviewing advice in a compliance function, before providing independent financial advice to clients at the turn of the century. My commitment to my clients is to ensure that they achieve their financial objectives and the majority of my work is with clients either approaching retirement or indeed, post-retirement whereby later life and succession planning is the key driver. I regularly work with professional connections in the accountancy and legal professions to ensure my clients receive the 'joined-up' advice they require.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Darren's clients
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Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.