Daren's reviews
Reviewed for
Insurance and Protection ( 19 )
Mortgages ( 12 )
Pensions ( 116 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 70 )
Auto Enrolment ( 8 )
Investments and Savings ( 84 )
Pension Transfers - Non Specialist ( 23 )
Inheritance Planning ( 36 )
Long Term Care ( 13 )
Pension Transfers - Specialist ( 58 )
Financial Planning ( 54 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 42 )
£200k - £500k ( 26 )
£100k - £200k ( 15 )
Up to £50k ( 3 )
( 1 )
£50k - 100k ( 8 )
Review
by a verified client in Nottinghamshire
3 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.
Review
by a verified client in Hampshire
5 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
5 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.Review
by a verified client in Nottinghamshire
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted my pension income to be as tax efficient and effective as possible. Darren provides me with the knowledge to achieve this.
How has Daren Wallbank helped you?
Darren provides different options to consider. He provides me with access to services and on-line portals and he guides my investment strategy.
Have you seen the outcome you were hoping for?
Very much so
What could they have done better?
Nothing.
Daren:
Thank you for taking the time to leave such positive feedback. It’s reassuring for me to hear that you've found the guidance and support around your pension planning to be both tax efficient and effective - exactly the kind of outcome I aim for. Offering you a range of options, providing access to useful tools and platforms and guiding your investment strategy are some of the key benefits of ongoing financial advice so I am pleased to hear that these elements have contributed meaningfully to your financial confidence and outcomes. Thank you once again for your trust in me and for sharing your experience.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?
Had more money then sense and needed to plan well
How has Daren Wallbank helped you?
Yes
Have you seen the outcome you were hoping for?
Yes i think so
What could they have done better?
Lattes Coffees and Oat Milk :) Will need to invest in a good coffee machine
Daren:
Thank you for your review and for your good humour -a decent oat milk latte might be just the thing for our next meeting! On a more serious note, I really appreciate your trust in turning to me for financial guidance. It’s not uncommon to feel unsure about what to do when finances become more complex so it’s great to hear that my advice and support have helped you navigate that with confidence. Thanks again for your feedback — and we’ll start researching coffee machines in the meantime.