Daren's reviews
Reviewed for
Insurance and Protection ( 19 )
Mortgages ( 12 )
Pensions ( 107 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 61 )
Auto Enrolment ( 8 )
Investments and Savings ( 79 )
Pension Transfers - Non Specialist ( 21 )
Inheritance Planning ( 33 )
Long Term Care ( 12 )
Pension Transfers - Specialist ( 56 )
Financial Planning ( 49 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 36 )
£200k - £500k ( 25 )
£100k - £200k ( 14 )
Up to £50k ( 3 )
( 1 )
£50k - 100k ( 8 )
Review
by a verified client in Kent
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sale of house to invest
How has Daren Wallbank helped you?
Invested wit a good return
Have you seen the outcome you were hoping for?
Yes
Daren:
Thank you for your review. It’s great for me to hear that you felt supported in making the next step with your finances after selling your house as I know that making these decisions around investing a lump sum can feel daunting. I am glad that I was able to make you feel reassured. You mentioned achieving a good return, which is always encouraging. While investment outcomes can vary over time, having a clear strategy in place that is tailored to your goals and comfort with risk can make a real difference in building long-term financial confidence. Thanks again!Review
by a verified client in London
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Business protection insurance and auto-enrolment pensions
How has Daren Wallbank helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Daren:
Thank you for the 5 star review! It was a pleasure to help and advise you when you were seeking support with business protection insurance and auto-enrolment pensions. These areas can be complex to navigate, especially when balancing regulatory responsibilities with the day to day running of a business, so it’s great to hear you felt well supported. Thank you again for your feedback — it’s a pleasure to support clients in protecting their business and planning for the future with confidence.Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Work pensions
How has Daren Wallbank helped you?
Advised on pension set up
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Perfect service
Daren:
Thank you for your kind review and it has been a pleasure working with you over the years. I’m so pleased to hear that you continue to be happy with the service and that the support with setting up your pension met your expectations. Pensions can often feel complex, especially when dealing with schemes linked to the workplace, so I’m glad I could help make things clearer and more manageable. Ensuring your pension is set up properly is a key step in building long term financial security, and it’s always a pleasure to support clients in laying those important foundations. I look forward to continuing to work with you all.Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Daren Wallbank helped you?
Pension and savings advice
Have you seen the outcome you were hoping for?
Yes
Daren:
Thank you so much for leaving a review. I’m really pleased to hear that you’ve found my advice on your pension and savings helpful and that the outcomes have met your expectations. Having a clear plan in place can make a real difference so I am pleased that I have been able to help you with that.Review
by a verified client in Hertfordshire
a month 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
Daren:
Thank you so much for your review. It’s great to hear that you feel more in control of your finances and that the platform we’ve set up has made managing your investments easier. Simplifying financial arrangements can make a real difference, ensuring everything remains clear and accessible while working towards your long term goals. I’m pleased that you’re seeing steady results from your investments and that this well structured approach is providing you both peace of mind and security for your family’s future. If there’s ever anything you’d like to review or adjust, please do let me know and I look forward to continuing to support you on your financial journey.