Daren's reviews
Reviewed for
Insurance and Protection ( 19 )
Mortgages ( 12 )
Pensions ( 118 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 72 )
Auto Enrolment ( 8 )
Investments and Savings ( 86 )
Pension Transfers - Non Specialist ( 24 )
Inheritance Planning ( 37 )
Long Term Care ( 14 )
Pension Transfers - Specialist ( 58 )
Financial Planning ( 54 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 43 )
£200k - £500k ( 26 )
£100k - £200k ( 15 )
Up to £50k ( 3 )
( 1 )
£50k - 100k ( 8 )
Review
by a verified client in West Sussex
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to build upon and increase my pension pot
How has Daren Wallbank helped you?
I have been able to retire earlier than previously expected
Have you seen the outcome you were hoping for?
Absolutely and in fact more than expected
What could they have done better?
None to substantially report
Review
by a verified client in Hampshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need to invest and plan wisely
How has Daren Wallbank helped you?
Guided through investment options and pension planning and drawdown
Have you seen the outcome you were hoping for?
Yes
Daren:
Thank you for taking the time to share your feedback. It is always great for me to hear that the support you’ve received with both investment options and pension planning which are complex areas has helped guide you through these really important decisions. I am glad that my trusted and professional advice and guidance have given you clarity and confidence to your financial planning. Thanks again!Review
by a verified client in Nottinghamshire
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for my retirement
How has Daren Wallbank helped you?
Darren has provided me with solutions so that I can fully enjoy early retirement.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing.
Daren:
Thank you for your review and feedback. Thanks also for entrusting me with such important decisions in relation to your financial future and your retirement.Review
by a verified client in Hampshire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning and consolidation of various pensions
How has Daren Wallbank helped you?
Daren listened and understood my needs and I know that Gingko are at the end of the telephone line if I need them
Have you seen the outcome you were hoping for?
Very pleased with how my funds have been managed
Daren:
Thank you for your kind feedback. I’m really pleased to hear that you’ve been happy with the support around your retirement planning and pension consolidation and with how your funds have been managed. It’s encouraging and very important to me to know you felt listened to and understood — that’s always a key part of how we work and yes, absolutely – my team and I are only a phone call should you need anything or have any questions. Thanks again for your review.Review
by a verified client in Dorset
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I did not. My financial advisor for many years was retiring and he selected Ginko and recommended them.
How has Daren Wallbank helped you?
He has provided an independent insight into how best to manage our savings and investments.
Have you seen the outcome you were hoping for?
In general the investments are performing as expected. However, the global uncertainty with Ukraine, Gaza, Iran and Taiwan and the present UK financial outlook are definitely causing some hesitation to any recommendations in the very short term.
What could they have done better?
Difficult to say unless Daren has a crystal ball!
Daren:
Thank you for taking the time to share your experience. I'm really pleased to hear that the transition from your previous adviser to me has gone smoothly and that you're finding the independent insight into your savings and investments helpful. It's reassuring to know the investments are broadly performing as expected, especially during a time of considerable global and economic uncertainty. These periods can understandably cause some hesitation, and it's always my aim to provide reassurance and clear guidance, even when short term conditions are challenging. Recent uncertainty is a good reminder of the importance of long term planning and ongoing dialogue which I am always happy to do. Thank you again for your thoughtful feedback. It’s a pleasure to support you.