Daren Wallbank

Richard Dawkins said that, “the solution often turns out to be more beautiful than the puzzle.” That’s exactly what drives me as a Chartered Financial Planner. I thrive on picking apart complex financial puzzles and finding solutions that others may not have seen. The “Oh wow!” moment when I explain how to resolve an issue that’s been causing a client genuine anguish – particularly around pension transfers, inheritance tax or long-term care - is hugely rewarding. I see my clients as people, not portfolios. Getting to know you, your family and your circumstances, and understanding your needs and goals is one of the best parts of my job. Clients tell me that they value my plain-speaking and accessible advice as much as my willingness to take on challenging cases. I’m particularly proud of the support service we offer, thanks to the amazing team of advisers, paraplanners and back office staff at Ginkgo Financial. Outside of work, family and community are everything to me. Our Grow with Ginkgo campaign is our way of giving back by cleaning and greening our local environment and supporting neighbours in need. When I’m not picking up litter or watering the office plants, I like nothing better than a stroll through glorious Greenwich Park with my young daughter. PLEASE NOTE: *Unless you have at least £100,000 for us to manage on your behalf, our service is unlikely to offer you fair value. *We are unable to accept Defined Benefit / Final Salary pension enquiries with a transfer value of less than £250,000. Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people. The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 14/02/24