Daren's reviews
Reviewed for
Insurance and Protection ( 17 )
Mortgages ( 12 )
Pensions ( 103 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 58 )
Auto Enrolment ( 6 )
Investments and Savings ( 76 )
Pension Transfers - Non Specialist ( 21 )
Inheritance Planning ( 33 )
Long Term Care ( 12 )
Pension Transfers - Specialist ( 56 )
Financial Planning ( 46 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 35 )
£200k - £500k ( 23 )
£100k - £200k ( 14 )
Up to £50k ( 3 )
( 1 )
£50k - 100k ( 8 )
Review
by a verified client in Hertfordshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to manage our finances in a good and sensible way to protect our future for our children
How has Daren Wallbank helped you?
He has helped us to invest wisely and sensibly by pooling everything into one platform which is easy to navigate, thus enabling us to keep an eye on things which can otherwise be forgotten
Have you seen the outcome you were hoping for?
Yes it's been good and steady
Review
by a verified client in London
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Age
How has Daren Wallbank helped you?
In many ways specifically: -approachability ad knowledge -responsiveness
Have you seen the outcome you were hoping for?
Yes I have
What could they have done better?
Not that I'm aware of
Daren:
Thank you for the review and it is always great to hear that the knowledge, approachability and responsiveness from my team and I have been valuable to you. Providing clear and reliable financial guidance is at the heart of what we do, so it’s great to know you’ve achieved the outcome you were hoping for. I appreciate your trust in my advice and look forward to continuing to work with you.Review
by a verified client in London
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice regarding a discretionary trust
How has Daren Wallbank helped you?
Giving advice about tax liability and invaluable administrative help via Natalie
Have you seen the outcome you were hoping for?
yes
Daren:
Thank you for completing a review and I am pleased to hear that you found my advice clear with regards to your discretionary trust and that Natalie’s administrative support was invaluable to you. I will certainly pass that feedback on to her. Ensuring my clients feel confident in their financial decisions is always my priority, and it’s great to know you’ve achieved the outcome you were hoping for.First impression
by a VouchedFor user
18 days ago
Overall
Please provide a brief comment about your experience with Daren
Showed understanding of my needs with only a brief outline of my situation and offered clear straight forward advice
Review
by a verified client in Kent
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning as sold our business
How has Daren Wallbank helped you?
By adding where we should invest our money first, pension, isa’s etc
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Daren:
Thank you for your 5 star review. It has been great advising you both on your financial plans for now and for the future. The team and I are always on hand to help if you have any questions at all throughout the year.