Daren Wallbank

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

My previous financial adviser retired and he recommend daren

How has Daren Wallbank helped you?

Daren helped me with advice about investments how they were performing always explained in a clear way so I understood

Have you seen the outcome you were hoping for?

Yes I have seen the outcome I was hoping for

What could they have done better?

Daren and staff are always a phone call or e mail away Answer any queries promptly

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

Initially we were looking for guidance on the financial and operational aspects of starting our nursery business. Daren provided valuable advice on tax benefits that could be leveraged to reduce costs and improve cash flow in our business.. Additionally, he helped to navigate the complexities of pension schemes and health insurance options for us as Directors and our fast growing team of staff, ensuring compliance with regulations while also considering the well-being and benefits of my team. His expertise gave me confidence to focus on growing my business, providing quality care and education to children rather than worrying about which pension to sign up for our team.

How has Daren Wallbank helped you?

Daren has been instrumental in guiding our nursery business from its inception, providing essential pension advice for our staff, and expanding his support as our needs have evolved. His expertise has not only empowered my business partners and I with financial management skills but has also significantly assisted our employees. As my personal circumstances have changed, particularly with growing children, Daren has adapted his guidance to cover wealth management and inheritance tax. Participating in his recent webinar after the budget announcement provided valuable insights that have enabled me to make informed decisions about my future.

Have you seen the outcome you were hoping for?

Daren's proactive advice to move Directors' pensions to Quilter Financial Planning has had a positive impact, leading to better returns and management with the investments performing well. I am pleased with the overall outcome

What could they have done better?

I attended a webinar on advice after the budget and found this very interesting, it would be great to see a few more webinars covering topics throughout the year, maybe once a quarter on topics like tax advice, wealth management, inheritance tax advice pensions advise.

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

i have been using Daren for the past five years as my previous financial retired

How has Daren Wallbank helped you?

Daren is a great help explaining paperwork, showing graphs of how the investments are doing listening to any concerns that I may have and questions

Have you seen the outcome you were hoping for?

Yes I have seen the outcome I was looking for

What could they have done better?

all the staff at Ginkgo are helpful go that extra mile so everything runs smoonthly

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

I wanted guidance on a range of personal and company financial matters such as pensions and insurance.

How has Daren Wallbank helped you?

Daren has been working with us for over a decade and has been invaluable for both personal and business matters. He's trustworthy, honest and always has our best interests at heart. He's a great guy, and I would not hesitate to recommend him and the Ginko team for any kind of financial advice.

Have you seen the outcome you were hoping for?

Yes, my personal pension has seen some fantastic returns in the last two years after Daren and the team made some changes.

What could they have done better?

Nothing.

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

I had little or no advice from my previous provider, so Daren Wallbank was a well informed no B.S.breath of fresh air.

How has Daren Wallbank helped you?

Darren was able to gather together and make sense of all the policies that had sat dormant for years and put them to work for me.

Have you seen the outcome you were hoping for?

I have seen a marked increase in the performance of my investments.