Darren Mason

Darren Mason

Ascot Lloyd

Darren's reviews

Reviewed for

Insurance and Protection ( 5 )

Pensions ( 84 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 56 )

Auto Enrolment ( 2 )

Investments and Savings ( 60 )

Pension Transfers - Non Specialist ( 12 )

Inheritance Planning ( 16 )

Long Term Care ( 4 )

Pension Transfers - Specialist ( 9 )

Financial Planning ( 40 )

Financial Mentoring ( 4 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 17 )

£200k - £500k ( 24 )

£100k - £200k ( 5 )

£50k - 100k ( 6 )

Up to £50k ( 5 )

Review

by a verified client in West Midlands

6 days ago

Overall

Advice

Service

Value

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

Pension SIPP

How has Darren Mason helped you?

Excellent advice and SIPP management

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Increased SIPP performance is always welcome

Review

by a verified client in Staffordshire

11 days ago

Overall

Advice

Service

Value

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

Not happy with our previous adviser

How has Darren Mason helped you?

Definitely

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

At this present time can't think of anything

Review

by a verified client in Wiltshire

19 days ago

Overall

Advice

Service

Value

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

We needed financial advice and guidance after taking early retirement

How has Darren Mason helped you?

Provided a means to help us plan our retirement and how to facilitate the drawdown of the income

Have you seen the outcome you were hoping for?

Yes we have reached retirement age and our plans have been met

What could they have done better?

Darren has improved over the time we have used him so no improvement now needed.

Review

by a verified client in Wiltshire

19 days ago

Overall

Advice

Service

Value

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

We needed financial guidance

How has Darren Mason helped you?

He has sorted out investments and pensions

Have you seen the outcome you were hoping for?

Yes

Review

by a verified client in Staffordshire

a month ago

Overall

Advice

Service

Value

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

I inherited Darren when my Husband died as he was my Husbands Financial Adviser. He has assisted me to understand my private pension and advised me with other financial issues, I trust Darren, I find it very difficult to trust people since my Husbands death there are so many scammers out there.

How has Darren Mason helped you?

Yes in many matters

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don’t know.