Reviewed for

Insurance and Protection ( 20 )

Mortgages ( 7 )

Pensions ( 107 )

Equity Release ( 4 )

Retirement income (annuities, drawdown) ( 56 )

Auto Enrolment ( 9 )

Investments and Savings ( 109 )

Pension Transfers - Non Specialist ( 31 )

Inheritance Planning ( 33 )

Long Term Care ( 4 )

Pension Transfers - Specialist ( 13 )

Financial Planning ( 35 )

Financial Mentoring ( 3 )

Financial Coaching ( 4 )

Reviewers' assets

£500k+ ( 31 )

£200k - £500k ( 29 )

£100k - £200k ( 11 )

( 2 )

£50k - 100k ( 4 )

Up to £50k ( 4 )

Client reviews

Repeat review from verified client

March, 2024

Overall

Advice

Service

Value

Based in West Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Darren is always there, so professional, it is always great to know that I’d you have any problems he is there to help. Cannot recommend him enough.

Repeat review from verified client

March, 2024

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Darren has kept me informed of opportunities that may be beneficial to me.

First impression from a user who is not yet a client

March, 2024

Overall

Please provide a brief comment about your experience with Darren

Superb. Darren is knowledgable, patient and extremely helpful. Darren was recommended to me and I would have no hesitation recommending him to others.

Repeat review from verified client

February, 2024

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

I can confirm my previous preview and state again it is re-assuring to have Darren taking care of this side of my finances

Repeat review from verified client

February, 2024

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Darren has helped me to work through some changes in critical illness and accident insurance needs/changes to policies. He has also helped me to think through my future plans re finance and retirement options more.

Repeat review from verified client

February, 2024

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Darren keeps a constant eye on our future planning especially regarding draw down from our investments. Also planning with our requirements for planning on death duties.

Repeat review from verified client

February, 2024

Overall

Advice

Service

Value

Based in North Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Darren continues to look after my Pension plan in these trying times, economy wise, I have complete faith in his ability to invest in my interests.

Repeat review from verified client

January, 2024

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

He just continues to be a first class adviser, I trust him with my finances completely.

Repeat review from verified client

January, 2024

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Darren has continued his first class service and advice for me which as I get older has been designed to suit my changing financial situation and requirements. He is always easily contactable and responds immediately to any questions, requirements or queries I have as he always has done through the years .l have no doubt that my choice to select Darren and ifp was the correct one and would highly recommend him to anyone wanting financial advice and direction.

First impression from a user who is not yet a client

January, 2024

Overall

Please provide a brief comment about your experience with Darren

Having met Darren Goodall to discuss pensions drawdown and investment strategies I came away impressed with the depth and breadth of his knowledge, his can do attitude and personable approach. I would be happy to recommend him to a friend.

Repeat review from verified client

January, 2024

Overall

Advice

Service

Value

Based in West Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

I have now started to draw down on my pension as part of my retirement planning so needed to be confident in the process of how this worked. Any questions I had relating to this, Darren has always answered and advised in straight forward, plain speaking terms.

Repeat review from verified client

January, 2024

Overall

Advice

Service

Value

Based in West Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Continued with the same advice from the last review- to understand any change in our circumstances and reasurance that our plans are still covered by our pensions

Repeat review from verified client

January, 2024

Overall

Advice

Value

Service

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Darren is a wealth of knowledge and our family over the years have been so happy with his support, kindness and patience. We would highly recommend him to anyone looking for a really genuine, caring guy who will advise and support you in your decisions. Thank you Darren

Repeat review from verified client

January, 2024

Overall

Advice

Service

Value

Based in West Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Providing ongoing advice in relation to my personal pension scheme and medium term personal financial planning.

Repeat review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Cumbria

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Excellent as always.

Repeat review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Darren is always attentive, client facing and available to help. This is most welcome and reassuring. Darren responded to all my questions and requests in a prompt and professional manor, as always.

Repeat review from verified client

January, 2024

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Over the past couple of years, Darren has become more of a friend to my wife and I. He has always spoken in confident terms about the pitfalls and benefits of our personal financial planning, which has helped us look forward and budget for the short, medium and long term. Without such regular guidance, we may have drifted into areas of spending outside of our comfort zone.

Repeat review from verified client

January, 2024

Overall

Advice

Service

Value

Based in West Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Friendly and professional advice on the performance of savings and investments

Repeat review from verified client

September, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Darren has continued to keep me upto date with all relevant issues, also to change policy decisions where required.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in South Yorkshire

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

Early retirement and Pension transfer.

How has Darren Goodall helped you?

Succeffully transferred my pension pot to Inform which enabled me to purchase a Holiday home and Retire at an earlier age than the British pension age of 67.

Have you seen the outcome you were hoping for?

Yes even in a poor economic climate due to Pendemic and the War in Ukraine and also Brexit.

What could they have done better?

Nothing

Darren's reply

Hi Chris, thank you for taking the time to leave us a review! We really appreciate your continued support, and are so glad you are happy with the service Darren and IFP have provided!

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

Becoming of age to access my pension

How has Darren Goodall helped you?

I found Darren to be very professional but approachable. He was very easy to talk to openly and give me the best opinions to suit my needs. He guided me through various scenarios so I could choose my best option. I would highly recommend him to anyone needing financial advise.

Have you seen the outcome you were hoping for?

Not yet

What could they have done better?

Sped up Scottish Widows response however I understand this is not under your control

Darren's reply

Hi Glyn, thank you for taking the time to leave us a review! We really appreciate your continued support, and are so glad you are happy with the service Darren and IFP have provided!

First impression from a user who is not yet a client

June, 2023

Overall

Please provide a brief comment about your experience with Darren

Darren was very professional, knowledgeable and provided me with confidence

Repeat review from verified client

May, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

I always know I can rely on Darren he is always punctual polite and friendly. Since last review he has arranged for my beneficiaries to be included in any residual pension funds should I pre decease them to make sure my pension is utilised to its fullest. Many Thanks again to Darren and his team for making life easier.

Darren's reply

Hi Janette, thank you for taking the time to leave us a review! We really appreciate your continued support, and are so glad you are happy with the service Darren and IFP have provided!

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in South Yorkshire

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

Safe investment.

How has Darren Goodall helped you?

As part of the Informed Financial Planning team Darren has understood what is needed and is always there to help in person or with the help of his team.

Have you seen the outcome you were hoping for?

No crystal balls but with constant attention and experience you are reassured that your interests are as best protected as they can be.

What could they have done better?

Can't think of anything.

Darren's reply

Hi Paul, thank you for taking the time to leave us a review! We really appreciate your continued support, and are so glad you are happy with the service Darren and IFP have provided!

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in South Yorkshire

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

To transfer my pension

How has Darren Goodall helped you?

If it wasn't for Darren's assistance I would have missed out on transfer cut off date

Have you seen the outcome you were hoping for?

Yes

Darren's reply

Hi Wayne, thank you for taking the time to leave us a review! We really appreciate your continued support, and are so glad you are happy with the service Darren and IFP have provided!

First impression from a user who is not yet a client

April, 2023

Overall

Please provide a brief comment about your experience with Darren

Had a meeting with Darren a couple days ago where he had very helpful answers to all our questions will definitely be calling on him again & would highly recommend.

Repeat review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Maintained an excellent level of service and continues to provide clear and practical advice

Darren's reply

Hi Eamonn, thank you for taking the time to leave us a review! We really appreciate your continued support, and are so glad you are happy with the service Darren and IFP have provided!

First impression from a user who is not yet a client

March, 2023

Overall

Please provide a brief comment about your experience with Darren

Very good

Darren's reply

Hi Jeanette, Thank you so much for the positive review, it is very much appreciated. Regards Darren

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

To review and consolidate my pensions.

How has Darren Goodall helped you?

Great advice, easy to understand guidance, great final solution.

Have you seen the outcome you were hoping for?

Yes - absolutely

What could they have done better?

Nothing - terrific service

Darren's reply

Hi Leona, thank you for taking the time to leave us a review! We really appreciate your continued support, and are so glad you are happy with the service Darren and IFP have provided!

Repeat review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Darren is always well prepared when we have a review and is aware of any changes that may be beneficial to me.

Darren's reply

Hi Robert, thank you for taking the time to leave us a review! We really appreciate your continued support, and are so glad you are happy with the service Darren and IFP have provided!

Repeat review from verified client

February, 2023

Overall

Value

Service

Advice

Based in Lancashire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Darren has been most helpful with regards to our investments, Darren was my Fathers adviser and after looking round decided to as Darren to deal with our investment's and has been more than helpfull<><

Darren's reply

Hi Malcolm, thank you for taking the time to leave us a review! We really appreciate your continued support and are so glad you are happy with the service Darren & IFP have provided!

Repeat review from verified client

February, 2023

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Advised and taken care of future financial planning particularly regarding inheriance planning.

Darren's reply

Hi Tony, thank you for taking the time to leave us a review! We really appreciate your continued support, and are so glad you are happy with the service Darren and IFP have provided!

Repeat review from verified client

February, 2023

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

After the successful acquisition of our Holiday home and the acquisition being a very solid investment after Darren's help and support he continues to look after my future pension and retirement plan.

Darren's reply

Hi Chris, thank you for taking the time to leave us a review! We really appreciate your continued support, and are so glad you are happy with the service Darren & IFP have provided!

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in South Yorkshire

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

I needed advice on setting up my first private pension.

How has Darren Goodall helped you?

Daren looked into my circumstances and goals and advised accordingly.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, I’m with the service.

Darren's reply

Hi Pauline, thank you for taking the time to leave us a review! We really appreciate yours and Robert's continued support, and are so glad you are happy with the service Darren & IFP have provided!

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Cumbria

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

Recommended by our accountants.

How has Darren Goodall helped you?

We leave it all to him.

Have you seen the outcome you were hoping for?

So far so good.j

What could they have done better?

Change the Government!

Darren's reply

Hi Phil, thank you for taking the time to leave us a review! We really appreciate your continued support, and are so glad you are happy with the service Darren & IFP have provided!

Repeat review from verified client

January, 2023

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Since my last review Darren has reviewed my current circumstances and retirement plans with me and advised on appropriate changes as required.

Darren's reply

Hi Marie, thank you for taking the time to leave us a review! We really appreciate your continued support, and are so glad you are happy with the service Darren & IFP have provided!

Repeat review from verified client

January, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

My comments in January 2022 are still very much applicable. Darren has acted for us for over 10 years and therefore knows our needs and preferences with regards to risk & investment opportunities. With all the uncertainties over the past year it was good that we could discuss the situation and agree that no action from ourselves was necessary. Being able to access information regarding our investments on a regular basis is very useful. Any queries are dealt with promptly by Darren or Anita.

Darren's reply

Hi John, thank you for taking the time to leave us a review! We really appreciate your continued support, and are so glad you are happy with the service Darren, Anita and IFP have provided!

Repeat review from verified client

January, 2023

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

I needed a largish quantity of money for alteration and refurbishment of a holiday let on the east coast. Mr Darren Goodall actioned this for me efficiently and in a timely manner.

Darren's reply

Hi Roger, thank you for taking the time to leave us a review! We really appreciate you and your family's continued support, and are so glad you are happy with the service Darren & IFP have provided!

Repeat review from verified client

January, 2023

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Darren continues to be proactive, interested and professional. Thorough and comprehensive service.

Darren's reply

Thank you for taking the time to leave us a review, Rob. It's much appreciated!

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Yorkshire

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

I was struggling to access a pension I had accrued in a U.K. pension scheme, for service overseas.

How has Darren Goodall helped you?

Darren undertook a full financial review and pension forecast, contacted the pension providers and negotiated a mutual resolution.

Have you seen the outcome you were hoping for?

The Outcome was just what I required, specialised assistance, working with me, no hard sell or pressure.

What could they have done better?

Excellent service, for me, his approach was just right.

Darren's reply

Hi Valerie, thank you for taking the time to leave us a review! We really appreciate it, and are so glad you are happy with the service Darren & IFP have provided!

First impression from a user who is not yet a client

December, 2022

Overall

Please provide a brief comment about your experience with Darren

Darren has a very person centred approach to managing my pension requirements. Very attentive to detail and non judgemental to my decisions.

First impression from a user who is not yet a client

December, 2022

Overall

Please provide a brief comment about your experience with Darren

Darren has been both informative and professional consistently in his approach to my situation.

First impression from a user who is not yet a client

November, 2022

Overall

Please provide a brief comment about your experience with Darren

I liked his manner, his warmth, his curiosity, his understanding of the field he works in. What I liked best was that he felt that I didn't really need his kind of service and so he wasn't going to try to sell me something. That, I think, is very unusual. I will certainly recommend him to others.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in South Yorkshire

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

Dissatisfied with lack of communication from previous "advisor" .

How has Darren Goodall helped you?

Darren has given device on pensions and investments.

Have you seen the outcome you were hoping for?

It is far too soon to see any results and in the present financial climate, we can only wait and see if our move has been for the better.

What could they have done better?

In the current situation it is impossible to comment.

Darren's reply

Hi Stuart, many apologies for the late response. Thank you for taking the time to leave us a review! We really appreciate it, and hope you will be pleased with the service Darren and IFP provide going forward!

Repeat review from verified client

September, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Darren has kept me upto date with all issues that could affect me and my investments.

Darren's reply

Hi John, many apologies for the late response. Thank you for taking the time to leave us a review! We really appreciate your continued support, and are so glad you are happy with the service Darren & IFP have provided!

First impression from a user who is not yet a client

August, 2022

Overall

Please provide a brief comment about your experience with Darren

Found it very easy to chat with Darren who explained everything very clearly and listened carefully to what we felt we wanted. He explaied all our options and answered all our questions.

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

Where to invest a lump sum, I asked a few friends and both recommended the company and one recommended Darren

How has Darren Goodall helped you?

He's helped me feel confident where to invest my money.

Have you seen the outcome you were hoping for?

No but with the world we live in, it's done ok

What could they have done better?

Nothing as this is what is expected when you invest

Darren's reply

Hi Elaine, many apologies for the late response. Thank you for taking the time to leave us a review! We really appreciate it, and are so glad you are happy with the service Darren & IFP have provided!

Repeat review from verified client

July, 2022

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

He helped me increase the overall value of my funds and assisted in the purchase of our son’s house

Darren's reply

Hi Sharon, many apologies for the late response. Thank you for taking the time to leave us a review! We really appreciate yours and John's continued support, and are so glad you are happy with the service Darren & IFP have provided!

Repeat review from verified client

July, 2022

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

My financial circumstances have changed (eg helping my son buy his house), and so have my financial motivations. Darren has provided consistent sound, informed advice and support to me (and my wife and son) to navigate these changes.

Darren's reply

Hi John, many apologies for the late response. Thank you for taking the time to leave us a review! We really appreciate yours and Sharon's continued support, and are so glad you are happy with the service Darren & IFP have provided!

First impression from a user who is not yet a client

July, 2022

Overall

Please provide a brief comment about your experience with Darren

Darren was recommended to us by someone whose opinion we respect so we were hopeful of a great match from the start. We asked that our contact details be forwarded and received an intoductory email that same day - the tone of which was amiable and relaxed and with the offer of a no obligation meeting. Happy to invite Darren into our home this was time well invested for him to get to know us and assess our financial advice needs and for us to see how comfortable and confident we felt in going forward. Whilst certification, credentials and experience matter it was as important for us to ‘like’ the person that we were looking to team up with. First impressions? Delighted and looking forward to a long lasting, mutually beneficial, relationship.

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

Retirement: needed advice on pensions, savings and investments.

How has Darren Goodall helped you?

Clear communication on my options and advice that made sense to me and felt 'right'.

Have you seen the outcome you were hoping for?

It's been a very difficult time in financial markets but I'm confident that Darren is looking after my affairs.

What could they have done better?

Nothing, constantly helpful and knowledgeable.

Darren's reply

Hi Sheila, many apologies for the late response. Thank you for taking the time to leave us a review! We really appreciate it, and are so glad you are happy with the service Darren & IFP have provided!

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in South Yorkshire

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

I needed to manage my money effectively

How has Darren Goodall helped you?

Provided clarity to my circumstances.

Have you seen the outcome you were hoping for?

Yes

Darren's reply

Hi Peter, many apologies for the late response. Thank you for taking the time to leave us a review! We really appreciate it, and are so glad you are happy with the service Darren & IFP have provided!

First impression from a user who is not yet a client

July, 2022

Overall

Please provide a brief comment about your experience with Darren

Good first meeting.Polite and courteous.Look forward to-many more.

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

Future planning for pensions.

How has Darren Goodall helped you?

Introduction and setting up pension plans.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/a

Darren's reply

Hi Mindi, many apologies for the late response. Thank you for taking the time to leave us a review! We really appreciate it, and are so glad that you were happy with the service Darren & IFP have provided!

First impression from a user who is not yet a client

June, 2022

Overall

Please provide a brief comment about your experience with Darren

Darren was very professional and gave me some great financial advice, answered all my questions and advised me of my options

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Lancashire

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

Inheritance

How has Darren Goodall helped you?

Darren advised me regarding my late husband's pension fund. I was confused and anxious about what to do. Darren went through my options, explaining risks and benefits. He listened carefully to my needs and concerns and together we have agreed a plan. I am confident and reassured that my investment is in safe hands and will be carefully monitored.

Have you seen the outcome you were hoping for?

Newly invested, too early to evaluate.

What could they have done better?

Nothing

Darren's reply

Hi Kim, many apologies for the late response. Thank you for taking the time to leave us a review! We really appreciate it, and are so glad you are happy with the service Darren & IFP have provided!

Repeat review from verified client

June, 2022

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Provided advice on my financial situation as I reach a more mature stage of live clearly explaining my options and pros and cons. Darren is experienced, personable and puts his clients' interests first.

Darren's reply

Hi John, many apologies for the late response. Thank you for taking the time to leave us a review! We really appreciate your continued support, and are so glad you are happy with the service Darren & IFP have provided!

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in South Yorkshire

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

Chair of a Trust

How has Darren Goodall helped you?

Good and timely advice.

Have you seen the outcome you were hoping for?

Yes

Darren's reply

Hi John, many apologies for the late response. Thank you for taking the time to leave us a review! We really appreciate it, and are so glad you are happy with the service Darren & IFP have provided!

Repeat review from verified client

May, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

As always Darren provided me with straightforward answers to the various questions I raised regarding the best way to use my pension and investments to fund my retirement. He also took time to do some research and provided me with useful links.

Darren's reply

Thanks so much for your review and taking the time to leave it, Jan. I'm pleased that you were happy with the service both IFP and I provide!

Repeat review from verified client

April, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Keeps my portfolio under review and reminds me of actions I have planned to complete.

Darren's reply

Thanks so much for your review and taking the time to leave it, Tim. I'm pleased that you were happy with the service both IFP and I provide!

Repeat review from verified client

April, 2022

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Regular reviews always available to contact excellent office backup.

Darren's reply

Thanks so much for your review and taking the time to leave it, Paul. I'm pleased that you were happy with the service both IFP and I provide!

Repeat review from verified client

April, 2022

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Always available with good advice and help with something that I don't know much about and when you are getting ready for retirement need good advice and assistance

Darren's reply

Thanks so much for your review and taking the time to leave it, Wayne. I'm pleased that you were happy with the service both IFP and I provide!

Repeat review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Darren has continued to provide practical, relevant and clear advice with explanations of fund performance and future possible strategies.

Darren's reply

Thanks so much for your review and taking the time to leave it, Eamonn. I'm pleased that you were happy with the service both IFP and I provide!

Repeat review from verified client

March, 2022

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

My employment circumstances have changed and he has advised me on my retirement income / pension arrangements as well as on a proposed investment which I was considering. He gave me sound advice on my options and provided me with all the documentation I needed to progress with my chosen investment, providing these quickly and was always available for a call whenever I needed to speak to him.

Darren's reply

Thanks so much for your review and taking the time to leave it, Julie. I'm pleased that you were happy with the service both IFP and I provide!

Repeat review from verified client

February, 2022

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Our financial situation is fairly stable so our six monthly meetings usually suffice but Darren is always there should l need any advice between meeting. I am not a particularly hands on investor and rely on Darren to keep informed.

Darren's reply

Thanks so much for your review and taking the time to leave it, Robert. I'm pleased that you were happy with the service both IFP and I provide!

Repeat review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Lancashire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Keeping an eye on the investments

Darren's reply

Thanks so much for your review and taking the time to leave it, George. I'm pleased that you were happy with the service both IFP and I provide!

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Lancashire

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

In 2012 I lost my father, and so needed to invest my inheritance

How has Darren Goodall helped you?

Darren had been my fathers adviser for many years, after shopping around I decided that Darren was the right person to take advise from as he had been most helpful to my father, and so he has proved to be the right person for the job.

Have you seen the outcome you were hoping for?

Thanks to Darren's work I have been very pleased with the outcome of the investments to date.

What could they have done better?

Nothing at all

Darren's reply

Thanks so much for your review and taking the time to leave it, George. I'm pleased that you were happy with the service both IFP and I provide!

Repeat review from verified client

February, 2022

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

By continuing to monitor my investments. But most importantly notifying me of my future tax positions thereby allowing us to take advantage early enough to save a future tax bill.

Darren's reply

Thanks so much for your review and taking the time to leave it, Kenneth. I'm pleased that you were happy with the service both IFP and I provide!

Repeat review from verified client

February, 2022

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Pension growth and planning my early retirement for 2022 also helped and advised on the purchase of a holiday home investment.

Darren's reply

Thanks so much for your review and taking the time to leave it, Chris. I'm pleased that you were happy with the service both IFP and I provide!

Repeat review from verified client

January, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

I needed to make a change to my policy. I contacted Darren during the Christmas holiday break and a very speed response was received. The amendment was dealt with as soon as was possible. I was kept up to date with all the documents and received all the assistance I could need in order to make the necessary changes. Overall a good service was received and everything done in a quick friendly, professional manner.

Darren's reply

Thanks so much for your review and taking the time to leave it, Brian. I'm pleased that you were happy with the service both IFP and I provide!

Repeat review from verified client

January, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Darren came to see us in person in the autumn which was refreshing after many zoom meetings! As usual he gave us confidence and reassurance regarding our pension plans. He is excellent at discussing risk and understands our different appetites for this. He also points out the cost of inactivity - failing to take good financial steps. It is always interesting and informative to meet with Darren and his calmness is always much appreciated. I would recommend him to anyone wanting straightforward, sensible financial advice with a personal touch.

Darren's reply

Thanks so much for your review and taking the time to leave it, Emma. I'm pleased that you were happy with the service both IFP and I provide!

Repeat review from verified client

January, 2022

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Darren has continued to help us in his usual efficient manner. He always understands and anticipates our needs.

Darren's reply

Thanks so much for your review and taking the time to leave it, Pauline. I'm pleased that you were happy with the service both IFP and I provide!

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in South Yorkshire

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

I needed advice on my pension fund and how it's invested.

How has Darren Goodall helped you?

He gave me very clear advice and an example based upon his experience which confirmed my thoughts and helped me to make a decision. He also came back to me within 24 hours with some information I needed which was great service.

Have you seen the outcome you were hoping for?

Yes my plans are in progress now.

What could they have done better?

Nothing - excellent service as always both from Darren personally and his support team.

Darren's reply

Thanks so much for your review and taking the time to leave it, Julie. I'm pleased that you were happy with the service both IFP and I provide!

Repeat review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Cumbria

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Exemplary in all respects.

Darren's reply

Thanks so much for your review and taking the time to leave it, Phillip. I'm pleased that you were happy with the service both IFP and I provide!

Repeat review from verified client

January, 2022

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Always gives helpful advice.

Darren's reply

Thanks so much for your review and taking the time to leave it, Roger. I'm pleased that you were happy with the service both IFP and I provide!

Repeat review from verified client

January, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Annual reviews to discuss risk and discussions regarding the "market" after Brexit and the Covid 19 virus. Agreed not to take any action in these uncertain times. Having some knowledge of risk/reward it is good to be able to discuss these matters with Darren as other opinions are important in making our decisions. Being able to contact Darren and his colleagues at any time is good for either reassurance or need to take action advice.

Darren's reply

Thanks so much for your review and taking the time to leave it, John. I'm pleased that you were happy with the service both IFP and I provide!

Repeat review from verified client

January, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Darren and his firm continue to deliver on a personal and professional level. Always available with a consistently attentive service.

Darren's reply

Thanks so much for your review and taking the time to leave it, Rob! I'm pleased that you were happy with the service both IFP and I provide!

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in South Yorkshire

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

I recently required an update/review of my finances with Darren to assess the progress towards achieving previous financial plans we had developed to provide for my retirement years. I have also used his skills for assessing options for an Interest-Only mortgage with a shortfall, assessment of Critical Illness/Life Insurance options and investment of a sum held in Trust for future beneficiaries.

How has Darren Goodall helped you?

Darren is a very good financial adviser. He asks a lot of questions and really listens to my plans about life going forward. He not only advised how best to structure my finances to achieve those plans but also challenged ideas I had with better ways of achieving those goals.

Have you seen the outcome you were hoping for?

My finances are in very good order, enhanced significantly by previous support from Darren and I expect things to improve further going forward.

What could they have done better?

Nothing.

Darren's reply

Thanks so much for your review and taking the time to leave it, Marie. I'm pleased that you were happy with the service both IFP and I provide!

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Durham

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

Changed from another advisory service

How has Darren Goodall helped you?

Got our affairs into much better order than previously with friendly and professional advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - all great

Darren's reply

Thanks so much for your review and taking the time to leave it, Alex. I'm pleased that you were happy with the service both IFP and I provide!

First impression from a user who is not yet a client

December, 2021

Overall

Please provide a brief comment about your experience with Darren

Darren is thoroughly professional gave us confidence in his services. In a world where service providers do not always deliver. His first visit demonstrated his effectiveness, by helping me to uncover assets that I had forgotten.

First impression from a user who is not yet a client

December, 2021

Overall

Please provide a brief comment about your experience with Darren

I was quite worried about sorting out my pension and IDA'S but Darren put me at ease straight away. He explained the process and made me feel very positive at taking the first steps in planning my future finances.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Cumbria

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

I wished to diversify my investments.

How has Darren Goodall helped you?

I was informed about the options open to me.

Have you seen the outcome you were hoping for?

Wait and see.

What could they have done better?

Zero.

First impression from a user who is not yet a client

November, 2021

Overall

Please provide a brief comment about your experience with Darren

Very responsive, quickly understood our situation and proposed a way forward we are happy with.

First impression from a user who is not yet a client

November, 2021

Overall

Please provide a brief comment about your experience with Darren

Met to discuss potential advisor but actually recommended I stay with current provider but with some useful info. Appreciated his time and perspective.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

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

Preparing for Retirement

How has Darren Goodall helped you?

Professional, honest advice regarding options

Have you seen the outcome you were hoping for?

So far, yes

First impression from a user who is not yet a client

November, 2021

Overall

Please provide a brief comment about your experience with Darren

Initial meeting with Darren was very positive. Darren took on board what I wanted to achieve and hopefully in the next few months we can achieve some positive results.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

Impending divorce

How has Darren Goodall helped you?

Darren has helped me with insurance and protection for the mortgages on my rental houses plus income protection for myself.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

First impression from a user who is not yet a client

November, 2021

Overall

Please provide a brief comment about your experience with Darren

Darren is responsive to queries, helpful and has given good early guidance to working with Informed Financial Planning. He has managed our expectations well and is clear and articulate when talking through processes. He is professional and we've found him really good to work with at this early stage.

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

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

Consolidation of existing pensions.

How has Darren Goodall helped you?

He helped explain my options relating to my existing pensions.

Have you seen the outcome you were hoping for?

Yes definitely.

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

Taking early retirement, I wanted to check if taking a pension would cover my needs and whether my wife and family could possibly benefit should a different route be adopted.

How has Darren Goodall helped you?

Open and honest from day one. Clearly spelt out the current options open and possibilities whislt emphasising the pitfalls. He gave confidence that any decision taken would be in my own interest and be down to what I preferred to do.

Have you seen the outcome you were hoping for?

Market and world conditions have stunted outcomes but considering what has been happening I am am pleased with the results so far.

What could they have done better?

As far as can be seen, nothing at present.

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

Pension settlement, I asked some friends and 2 of them recommend, they were Old Mutual at the time and 1 recommend Darren.

How has Darren Goodall helped you?

He was informative, new his job well, listened to my goals, what I am hoping to achieve and that is to retire well before my pension age.

Have you seen the outcome you were hoping for?

I haven't been with them long but so far, I am happy and hope to be happier in the future!

What could they have done better?

So far... nothing.

Darren's reply

Thanks for taking the time to leave a review, Elaine. I'm glad you are happy with the service IFP and I have provided you with.

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

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

I had been left money by my father and didn’t know what to do with it.

How has Darren Goodall helped you?

He explained to me my investment options in a clear and easily understandable way

Have you seen the outcome you were hoping for?

Yes, obviously there have been ups and downs in the stock market but overall I have made much more than I would have done if I had left my money where it was.

What could they have done better?

Nothing

Darren's reply

Thanks for taking the time to leave me a review, Sharon. I'm really pleased you're happy with the service IFP and I have provided you with.

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

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

Having reasonably significant financial assets l looked for professional advice to secure and increase my assets (rather than leaving them in bank and savings accounts.)

How has Darren Goodall helped you?

By providing professional, honest, and accurate guidance. He has also been very responsive to other financial issues l have raised with him.

Have you seen the outcome you were hoping for?

Yes, always.

What could they have done better?

Nothing springs to mind!

Darren's reply

Thanks for a brilliant review, John. I'm really pleased you are happy with the service you've received, and I appreciate you taking time to leave me this review. Best wishes, Darren.

First impression from a user who is not yet a client

June, 2021

Overall

Please provide a brief comment about your experience with Darren

Darren is reliable in that he does what he says when he says it will be done. He is professional and calm in his approach with no high pressure selling techniques. Having initially only sought informal advice, I would be happy to progress to doing business with him.

First impression from a user who is not yet a client

June, 2021

Overall

Please provide a brief comment about your experience with Darren

At our first meeting Darren was very informative, patient, and answered our questions.

First impression from a user who is not yet a client

June, 2021

Overall

Please provide a brief comment about your experience with Darren

We first met Darren after a personal business recommendation, and first impressions of Darren were very good. He was smartly dressed, very pleasant and very polite. He was very good at explaining and giving us the full information that we needed, and he answered any questions fully and completely making sure we fully understood everything, so that we were in no doubt about what was meant. He was clear, concise and very informative, without being "pushy" which would have put us off. We would have no hesitations in recommending him to people, as he is excellent at the job he does.

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

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

Death of my parents and deciding on pensions options

How has Darren Goodall helped you?

Provided independent reliable advice on a number of issues

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Darren's reply

Thanks for taking the time to leave me a review, John. I'm pleased your happy with the advice you've received from me. All the best, Darren.

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Yorkshire

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

Planning retirement

How has Darren Goodall helped you?

Advice & information

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure

Darren's reply

Thanks for taking the time to leave a review Ian, I'm pleased you're happy with the service IFP and I have provided you with. Best wishes, Darren.

First impression from a user who is not yet a client

May, 2021

Overall

Please provide a brief comment about your experience with Darren

....

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

Needed advice on investing money for growth.

How has Darren Goodall helped you?

Gave advise on best investment for my needs and circumstances.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Darren's reply

Thanks for taking the time to leave me a review, Anne. It's greatly appreciated! I'm pleased your happy with the advice and service.

First impression from a user who is not yet a client

May, 2021

Overall

Please provide a brief comment about your experience with Darren

Darren helped we understand the benefits of my pensions. Everything we talked about I understood, we discussed moving some pensions and all reasons given for doing so was explained . He was friendly and happy to answer any questions we put to him.

First impression from a user who is not yet a client

May, 2021

Overall

Please provide a brief comment about your experience with Darren

Darren looked at all of our pensions and bank accounts Explaining all our questions to put a financial plan in place to suit our needs

First impression from a user who is not yet a client

May, 2021

Overall

Please provide a brief comment about your experience with Darren

Darren explained the services and how the process works. He took me through each stage of the process and likely timescales. Darren and the team worked hard to gather all my financial information together. Darren is very professional in all aspects of financial planning and is highly recommended.

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Yorkshire

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

I was looking to take early retirement having worked for two companies and I wanted to know whether or not I could afford to do so and what was the best way forward. Should I try amalgamate the two pensions or leave them as two separate ones.

How has Darren Goodall helped you?

He looked at the two pensions I held , made enquiries as to what my previous employer would provide me with as a transfer out of the companies scheme and provided me with comprehensive details of how the options I had would work for me and gave me his recommendations. Once the decision was made he looked at the most tax efficient way of providing me with the funding I required. I receive an annual review and regular statements of my investment.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I cannot think of anyway to improve the service I receive, I am very happy with everything so far.

Darren's reply

Janette, thanks so much for taking the time to leave a review. I'm pleased you are happy with the service IFP and I have provided you with. Best wishes, Darren.

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

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

To swap an existing pension

How has Darren Goodall helped you?

Guided me through the process

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Darren's reply

Hi Janet, thanks so much for taking the time to leave me a review. It's very much appreciated! I'm glad you are happy with service IFP and I provide!

First impression from a user who is not yet a client

May, 2021

Overall

Please provide a brief comment about your experience with Darren

Excellent communicator and listens thoroughly to you situatuin

First impression from a user who is not yet a client

May, 2021

Overall

Please provide a brief comment about your experience with Darren

Darren was recommended by a friend so that is always a good start. I had no idea what I was looking for and little knowledge about the process. Darren was very patient and explained everything in a way that was easy to understand. There was no pressure to use his services and even suggested I speak to someone local if I felt that would be better for me but with the use of Teams or Zoom it makes no difference where they are based as long as you can make contact to ask any questions which I feel will not be an issue with Darren

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

Approaching retirement

How has Darren Goodall helped you?

Helped me choose and set up a drawdown pension and invest my savings in a tax efficient manner

Have you seen the outcome you were hoping for?

Yes..... continued support and advice relevant to my changing circumstances

What could they have done better?

Nothing specific

Darren's reply

Hi Tim, many apologies for the late response. Thank you for taking the time to leave us a review! We really appreciate your continued support, and are so glad you are happy with the service Darren & IFP have provided!

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Yorkshire

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

Pension changes at work

How has Darren Goodall helped you?

Helped with all the questions I had. Open and honest about the risks and rewards of moving my pension.

Have you seen the outcome you were hoping for?

So far my pension pot is achieving what I wanted it to

What could they have done better?

No issues at all

Darren's reply

Hi Craig, many apologies for the late response. Thank you for taking the time to leave us a review! We really appreciate it, and are so glad you are happy with the service Darren & IFP have provided!

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

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

Investments

How has Darren Goodall helped you?

Provided guidance as to what options and levels of risk were available.

Have you seen the outcome you were hoping for?

The outcomes have been very good which is fortunate but it is important to understand that outcomes are not guaranteed.

What could they have done better?

Unless they have a magic wand or a crystal ball I can't see what else they can do but stay on top of the game.

Darren's reply

Hi Paul, many apologies for the late response. Thank you for taking the time to leave us a review! We really appreciate your continued support, and are so glad you are happy with the service Darren & IFP have provided!

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

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

Transferring my works pention

How has Darren Goodall helped you?

I left it late to transfer my pension as there was a time scale and cut of date but Darren and his staff managed to sort it for me

Have you seen the outcome you were hoping for?

Yes a steady improvement enabling me to plan my retirement when it suits me

Darren's reply

Hi Wayne, many apologies for the late response. Thank you for taking the time to leave us a review! We really appreciate your continued support, and are so glad you are happy with the service Darren & IFP have provided!

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

I have had a business since I was 21 so have always needed a financial adviser

How has Darren Goodall helped you?

Darren has always been knowledgeable and attentive. He is definitely one of my trusted advisors. I like to bounce ideas off him and I know he will advise, as though it was his family he was advising. He always looks at the bigger picture for me and my family.

Have you seen the outcome you were hoping for?

Yes , I am very happy

What could they have done better?

Nothing

Darren's reply

Hi Asif, many apologies for the late response. Thank you for taking the time to leave us a review! We really appreciate it, and are so glad you are happy with the service Darren & IFP have provided!

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

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

Following my divorce and becoming self-employed I needed to plan and consolidate my finances for the future

How has Darren Goodall helped you?

He took lots of time to get to know me and understand my circumstances and explained my options as well as providing sound advice and guidance on the actions I needed to take

Have you seen the outcome you were hoping for?

Yes I have certainly seen that

What could they have done better?

Nothing - he keeps in regular contact and is very flexible to meet when needed

Darren's reply

Hi Julie, many apologies for the late response. Thank you for taking the time to leave us a review! We really appreciate your continued support, and are so glad you are happy with the service Darren & IFP have provided!

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

Looking to consolidate pensions

How has Darren Goodall helped you?

Outlined appropriate options and provided direction for sound decision making

Have you seen the outcome you were hoping for?

Yes, clarity of information presented in one accessible platform allowing for greater knowledge and control of financial position

What could they have done better?

Nothing

Darren's reply

Hi Eamonn, thanks for taking the time to leave a review. I'm glad you happy with the service IFP and I provide. Best Wishes, Darren

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Derbyshire

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

I reached a point in my life where I required professional advice re my savings and pension contributions

How has Darren Goodall helped you?

Darren has consistently provided clear advice and ensures that I am kept informed on a regular basis. Importantly, if I have any questions, at any time, he will immediately respond. You have to have absolute confidence in someone who is looking after your finances, particularly in respect of your pension. Darren provides that reassurance because I know he is constantly reviewing matters to maximise my savings and pension.

Have you seen the outcome you were hoping for?

Yes

Darren's reply

Hi Paul, thanks for the great review. I'm pleased that you're happy with the service I provide. Your feedback is greatly appreciated. Best Regards, Darren

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

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

I don’t really understand the personal financial market and needed someone to guide me in my investments. I didn’t want to muddle along and find my retirement income was not as good as it could have been.

How has Darren Goodall helped you?

Firstly Darren looked at my random investments and then streamlined them by advising which to keep and which to transfer. Since that time he has kept on top of my investments and ensured I got best returns on them.

Have you seen the outcome you were hoping for?

I am always pleasantly surprised when Darren presents my periodic reviews. The highs seem higher than I’d have expected and the lows never as low as I’d have expected.

What could they have done better?

I don’t think so, I have every confidence in Darren’s advice and wouldn’t consider going anywhere else.

Darren's reply

Thanks for taking the time to leave me a review Rob, it's much appreciated. I'm glad you're happy with the service IFP and I provide for you on an ongoing basis. Best Regards, Darren

Repeat review from verified client

February, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

I had a question regarding my pension options when I turn 55 in 11 months time. Darren explained the various options, clearly.

Darren's reply

Thanks for taking the time to leave me a review Gary, much appreciated.

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

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

I was retiring from full time employment, and wished to invest my pension lump sum and some pre- existing savings, to provide a financial safeguard for my future.

How has Darren Goodall helped you?

I have relatively little financial experience, and had not been in contact with any financial advisors. A good friend of mine, who is one of Darren's existing clients, recommended I contact him for advice. I find Darren to be very approachable and easy to talk to, and he has explained the details of his proposal documents in a clear and understandable manner. As a result of this, I have confidence that my investments are being well managed by Darren and his team.

Have you seen the outcome you were hoping for?

In the time since my investments started - yes. Even after the financial downturn at the start of the pandemic, my investments appear to have recovered well, and have seen a gain over and above that had I placed my money in savings accounts.

What could they have done better?

Have not come across anything so far.

Darren's reply

Hi Geraldine, thanks for taking the time to leave a great review. I'm pleased that you're happy with the service myself and IFP provide. Take care, Darren

Repeat review from verified client

February, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

WITH THE EVER CHANGING WORLD OF INVESTMENTS/PENSIONS I HAVE COMPLETE CONFIDENCE IN THE ADVICE I RECEIVE FROM DARREN. I HIGHLY RECOMMEND DARREN FOR ANYONE IN NEED OF EXPERT FINANCIAL PLANNING.

Darren's reply

Hi Bob, thanks for the great review. I'm pleased your happy with the service I provide. See you at our next meeting!

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

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

Having had several advisors in the past I was still looking for somebody who I felt was giving me the best advice.

How has Darren Goodall helped you?

Having being recommended by my accountants I met with Darren. From our first meeting I gathered that Darren understood where I was coming from and where I needed to go.

Have you seen the outcome you were hoping for?

With Darren's help we've achieved the goals we set out to achieve. But of course that's not the end of the story because it is the continuous monitoring done by Darren and his team that has kept my finances and inheritance planning in good order.

What could they have done better?

So far very little, in our recent dealings Darren and his team have gone the extra mile in sorting out some difficult transfer work for which I was very grateful. So long may our association continue.

Darren's reply

Hi Tony, thanks for the cracking review it's much appreciated. I'm glad to hear you're happy with the service we've provided you with, and thanks for the referral too. Best Wishes, Darren

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Yorkshire

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

Transfer of pension

How has Darren Goodall helped you?

Gave advice on what I could expect from moving from a company pension to a private scheme.

Have you seen the outcome you were hoping for?

Yes and more.

What could they have done better?

Nothing I am totally confident Darren has my best interest at heart and look forward using his expertise through to my retirement and beyond.

Darren's reply

Hi Chris, many apologies for the late response. Thank you for taking the time to leave us a review! We really appreciate your continued support, and are so glad you are happy with the service Darren & IFP have provided!

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Lancashire

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

Five years or so ago I came into a small inheritance and rather than keep it in a bank decided to invest, this I did with the help of Darren, who had been my fathers finance adviser, after looking round and also having spoken to Darren a few times decided he was the man for me, and over the last few years has helped me so making sure I have something for my retirement

How has Darren Goodall helped you?

Darren has helped me to keep a safety belt with regards to finances and so enjoy a simple retirement

Have you seen the outcome you were hoping for?

The outcome has been better than expected over the last few years considering the state of the economy

What could they have done better?

As far as I can see very little

Darren's reply

Hi Malcolm, thanks for the 5* review. I'm pleased you're happy with the service I have provided for you, your support is much appreciated. Darren

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Darren has always been available at the end of a phone or email to answer any queries. He has helped me to completely review my finances, insurances, what to do with a residual interest only mortgage policy, and general long term financial planning with regards to retirement options. I'm an accountant so very good with my finances but his knowledge and skillset helped me to make some better informed decisions and very good plans for the future. In addition, he helped with some financial planning options with regards to a family trust that I was responsible for a few years ago. I happily recommend him whenever anyone is looking for a financial adviser.

Darren's reply

Hi Marie, thanks for a great review. I'm pleased to know you're happy with the service I provide and that you would recommend me! Your support is much appreciated. Darren

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Darren's advise has always filled me with confidence that my financial investments are well looked after. He is always available to answer any questions and I cannot reccommend him enough.

Darren's reply

Thanks for the wonderful review Paul, its very much appreciated. I hope all is well.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

I had a number of frozen company pensions and a personal pension accumulated over the years and wanted to know what the best thing to do with them was.

How has Darren Goodall helped you?

Initially, he went over all my finances, the pensions that I had, my attitude to risk and ultimately helped me to decide on what scheme to merge these old pensions into to get the best out of them. All explained simply and with yearly follow up visits to review everything.

Have you seen the outcome you were hoping for?

Yes, absolutely. I had always hoped to retire at 55 but reality would more likely say 60. As it happens, and even with recent uncertainty over covid, brexit etc I have just been able to retire at 53 so no complaints at all!

What could they have done better?

Nothing. Everything dealt with professionally.

Darren's reply

Hi Mark, thanks for the stunning review and taking the time to write this, it's much appreciated! I'm pleased to know that you're more than happy with the ongoing advice that I provide you with, and that you have been able to retire earlier than anticipated! Thanks for your ongoing support. Darren

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

We needed advice on our pensions.

How has Darren Goodall helped you?

We have had great service from Darren Goodall at IFP as our Financial Advisor after signing up a couple of years ago. He has advised on and then set up our personal pensions and we feel that we are now on track with them. As well as the usual skills; trustworthiness, reliability and professionalism he is incredibly easy to talk to. His approachability combined with expertise in all matters financial make for a super partnership. As someone who does not particularly like to discuss money and financial dealings I have found Darren to be the perfect person to talk to. It is great that he listens to your individual concerns and definitely does not have a one size fits all approach.

Have you seen the outcome you were hoping for?

After a very difficult year for everyone Darren's advice has proved to be good and we are very happy with how our pensions are progressing through such choppy waters. This is a relief; long may it continue! Thank you Darren.

What could they have done better?

Nothing. We are very happy.

Darren's reply

Hi Emma, thank you very much for leaving such a great review. I'm delighted that you're happy with the service me and the team provide to you both, and that you feel comfortable discussing your finances with me. I appreciate the continued support! Kind Regards, Darren

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Arranged for part of investment to be liquidated to support house purchase

Darren's reply

Hi Lee, thanks for the 5* review! Your support is really appreciated. Darren

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

He has ascertained whether our circumstances have changed and if we have altered any plans re retirement and reassured us that our pensions will provide a good standard of living for us when the time comes.

Darren's reply

Thanks for your review Sandra, taking the time to write this and showing your continued support means a great deal. Best wishes, Darren

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

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

Having a number of pension pots I needed advice as I was nearing retirement age.

How has Darren Goodall helped you?

Following several visits and discussions at my home. Darren provided a portfolio outlining various options on how best to use my funds.

Have you seen the outcome you were hoping for?

Yes I have.

What could they have done better?

He couldn't have done anything better. It is almost 5 yrs since I retired and I am very happy with the outcome.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

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

I had several pension pots and upon reaching retirement age I needed someone to collate and advise on their potential.

How has Darren Goodall helped you?

Over a period time, he visited, discussed and supplied a portfolio that gave options on how to best use my assets.

Have you seen the outcome you were hoping for?

Yes I have.

What could they have done better?

He couldn't have done anything better. It is now 5 yrs since I retired and I am more than happy with how things have gone with my pension pot. I contact Darren by phone occasionally and he is always happy to give ongoing advice .

Darren's reply

Hi Leslie, thank you so much for a great 5* review. I'm pleased to know you're happy with the outcome of the service I have provided you with over the last five years. Your continued support is much appreciated. Darren

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Cumbria

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Continues to act in our best interests.

Darren's reply

Thanks for leaving me a great review Phil, I really appreciate the support, and I'm glad to see that you're happy with the service I provide. Darren

Repeat review from verified client

January, 2021

Overall

Value

Advice

Service

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Darren always understands our needs and is very patient in explaining his proposals.

Darren's reply

Thanks for leaving me a 5* review Pauline, your support is much appreciated. Darren

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in North Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Advised on our best course of action not only through the better years but also through these turbulent times.

Darren's reply

Hi Brian, thanks for leaving me a 5 star review and taking the time to support us, it's much appreciated. I'm pleased that you are more than happy with the advice I've provided over the years and the service given to you by IFP. Darren

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Been very helpful in trying to resolving an issue with a bad investment I took out before Darren became my advisor.

Darren's reply

Hi Mick, thanks for the 5 star review. I'm glad your happy with my efforts to help you with your investments. Me and the team at IFP appreciate your continued support over the years. Best wishes, Darren

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in North Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Since leaving the Forces Darren and his team have advised and guided me on all financial aspects for the last ten years. This has included savings, investment, tax and pension rights and all other matters. He has also reviewed my wife's finances and given guidance with a view to her retirement requirements regarding pension and investments. He submits a joint annual report which summarises all activity regarding our funds and makes suggestions as required which are then acted on by his team after liaison with the relevant third parties. I am extremely confident in the service he and his associates give to look after my best interests.

Darren's reply

Hi Danny, thanks for taking the time to leave a brilliant review. I'm pleased to know you're happy with the services me and the team provide to you and Jan. Your support is much appreciated. Darren

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Pension advice

Darren's reply

Hi Roger, thanks for taking the time to leave me a 5 star review. It's much appreciated! Thanks for your continued support. Darren

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in North Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Due to COVID 19 we were unable to have our usual face to face review meeting, so had our meeting over the phone (it was before Zoom got so popular). Darren had previously posted my review report to me so I could look through it while we were on the phone and understand the contents. He made some excellent suggestions to move a couple of things around for my maximum benefit.

Darren's reply

Hi Cathy, thanks for your review and taking the time to write this. I'm glad you're happy with the service we provide! All the best, Darren.

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Darren’s annual review is always punctual, precise and thoroughly professional. It is always fully explained in terms that I can understand. I usually have a number of questions that I save for the meetings and they are always answered there and then. Since the last annual review I needed advice on adding to my portfolio, the advice and response from Darren and his team was prompt and my decision expedited immediately. I felt very satisfied with Darren’s advice and suggestions as to which scenario would best suit my financial situation. I am really glad that I decided to use IFP while working and since my retirement, knowing that Darren is only a phone call away and that my finances are in good hands especially through these unstable times.

Darren's reply

Hi Ian, thanks for a great review. I'm really pleased to know that you're happy with the service that IFP and I provide. Thorough feedback like this is really appreciated. Darren

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Previous comments still very much applicable. Recommended & implemented transfer of the Pension Fund to OWM as the fund would be better managed and action taken to reflect market conditions. Ensuring monthly pensions are in order and satisfy my requests. Annual reviews with up to date valuations very important but always available during the year for any queries or explanations as regards changes in legislation.

Darren's reply

Hi John, Thank you very much for taking the time to write this for me. The email came through VouchedFor though rather than from IFP, so they must have your incorrect email address. It's not something I can change I'm afraid. All the very best and will hopefully speak soon. Darren

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Darren and his firm continue to provide excellent bespoke and personal advice. Real people who understand your circumstances and needs are vital to proper advice. Having someone who cares and wants to help is a great comfort. Keep up the awesome service levels. Specifically, Darren continues to pro actively look after my affairs in a friendly, timely and professional way.

Darren's reply

Hi Rob, thanks for the stunning review. We're glad you're more than happy with our service. Thank you for your continued support!

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Darren has always been available to offer ongoing advice and guidance. He makes himself visible when required without any over-selling of his expertise.

Darren's reply

Hi Phil, thanks for taking the time to leave me a review. I'm pleased that you're satisfied with the service I/IFP provide! We appreciate your continued support. Darren

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Darren Goodall helped you since your last review?

Pension transfer and investment with a full explanation of the risks and rewards. Ongoing reviews/advice on current portfolio. Initial discussions on drawdown options when retirement is reached. Investment advice.

Darren's reply

Hi Andrew, thanks for your review! I'm glad you were happy with the service IFP and I provided you with. Your support means a great deal.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Lincolnshire

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

Needed advice on my personal pension

How has Darren Goodall helped you?

Darren was very professional and helped me by giving professional advice on my personal pension

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing, Darren was very helpful, if I didn't understand any questions then he was more than happy to explain them to me.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

With retirement age looming for my husband and I we decided that we needed to be more informed about our pension options and take the appropriate action necessary to provide us with sufficient income for when we retire.

How has Darren Goodall helped you?

He explained very clearly what our options were and helped us to make the best decisions for improving our pension situation.

Have you seen the outcome you were hoping for?

Still ongoing but looking very good so far.

What could they have done better?

Nothing we're very happy with the service provided.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

I had several occupational pension schemes including one Defined Benefit and wanted to understand my options in relation to either transferring to one scheme or leaving as was.

How has Darren Goodall helped you?

Provided a clear explanation of the options available to me, together with the relative advantages and disadvantages of each.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing specific

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Derbyshire

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

I had an old frozen company pension scheme and an old private pension that I wanted to work better for me

How has Darren Goodall helped you?

Darren, offer sound professional advice, always made me feel comfortable with the situation and both him and his company/team offered a very smooth process from start to finish.

Have you seen the outcome you were hoping for?

Darren selected the funds in line with my low risk appetite and as a result of transferring this pensions, it has given me the opportunity to retire much sooner than I anticipated

What could they have done better?

Nothing springs to mind. He was very helpful, professional and gave me confidence whenever we met. The recommendation came from a very trusted source, so the trust was there from the outset and I wouldn't hesitate to use him for any other financial advice I may require in the future.

Review from verified client

March, 2018

Overall

Service

Advice

Value

Based in West Yorkshire

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

Desire to take control of my pension.

How has Darren Goodall helped you?

Provided advice & arranged the transfer, provides on-going advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Yorkshire

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

Transfer out of a final salary scheme to a private pension.

How has Darren Goodall helped you?

I already work in the financial services industry however my employer would not advise on the transfer of a final salary scheme. I have worked with Darren before on various mutual clients, both private and corporate and trusted his advice to clients so felt he could advise me on the same basis.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. Great service and advice from beginning to end with additional pieces of advice also added in once the fact find was complete.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

Transferring my pension from Yorkshire Bank.

How has Darren Goodall helped you?

Explained the process and provided me with all the information for me to make my decision with no pressure attached.

Have you seen the outcome you were hoping for?

Yes until the recent stock market crash but that’s to be expected.

What could they have done better?

Nothing I was very satisfied with how he dealt with the transfer and had a few queries after the transfer and Darren and the team were very helpful and efficient and got the issues sorted quickly

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

I wanted to Crystallise a final salary pension at had with a previous employer.

How has Darren Goodall helped you?

He assessed the risk and recommended it be moved to Old Mutual.

Have you seen the outcome you were hoping for?

Yes, achieved on time and made the process simple.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in South Yorkshire

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

I was of an age where I felt my savings and investments were not being managed properly so needed someone I trusted to help out and advise. I had lost all faith in banks and building societies.

How has Darren Goodall helped you?

He worked out my needs and hopes for my investments and was extremely patient explaining it all to me. For me to have understood, he must have been good!.

Have you seen the outcome you were hoping for?

Yes, I feel my investments are being handled correctly and have no concerns what so ever.

What could they have done better?

Nothing really, I am completely happy with Darren's advise. Completely.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

Always used financial advisers but particularly now that I am retired and need to be aware of risks with our investments.

How has Darren Goodall helped you?

He is fully aware of our needs. Investing in "stocks & shares" ISA with constant reviewing of those investments.

Have you seen the outcome you were hoping for?

Yes ,considering the vagaries of the financial markets. Inheritance tax was a big problem but a combination of tax law changes and the use of trusts have now mitigated the liability. Trust investments in Old Mutual Wealth disappointing but of course at the time was probably the right "place".

What could they have done better?

Nothing but annual personal reviews with the up to date values is very important to us.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in South Yorkshire

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

To build a retirement portfolio and to maximise my return on investments for myself and my wife.

How has Darren Goodall helped you?

Explained all the various investment options and their risk factors plus invaluable advice as to my options on retirement.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing springs to mind.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Capital following retirement doing nothing for us....contacted Darren, whom I had known professionally before.

How has Darren Goodall helped you?

He was already aware of my background, so the advice he gave came from past experience of me, and my outlook.

Have you seen the outcome you were hoping for?

Not yet....was late getting into investments.

What could they have done better?

I had been to a previous Investment presentation given by a National firm. Somewhat anxious, I rang Darren, who came to visit us. We were reassured of ,the market situation and it’s volatility, but that track records showed good results. I have known Darren for a number of years. I would always value his advice. I was content to use Darren for these investments.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

Had heard of several ex colleagues from Yorkshire Bank who had transferred their pensions out and following a presentation by Darren & Joe decided to look into it further.

How has Darren Goodall helped you?

Fully explained the new legislation regarding pensions and access to part of it from the age of 55. Understood I was hoping to be able to look at the possibility of retiring before 65 and gave examples of how my pension pot could help me achieve that.

Have you seen the outcome you were hoping for?

Its early days yet as my pension was only transferred in November 2017. Unfortunately the recent falls on the various stock markets has had a negative impact on the value of my investments, but as I am not yet in a position to consider drawing any part of my tax free element its nothing something that I am worried about at the moment.

What could they have done better?

No comments

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Northumberland

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

Following advise from my accountant in the 1980s.

How has Darren Goodall helped you?

Face to face query answering and advise from his supporting team.

Have you seen the outcome you were hoping for?

No (any benefits seen are largely due to the devaluation of the pound.

What could they have done better?

Help me to get a handle on year by year benefit accrued from my individual funds. Tax Year 2015 Account 1 value 1 Tax Year 2015 Account 2 value 2 2015 Tax paid value Tax Year 2016 Account 1 value 3 Tax Year 2016 Account 2 value 4 Tax Year 2016 Account 3 value 5 2016 Tax paid value Tax year 2017 Account 1 value 5 Tax 6 Tax year 2017 Account 1 value 5 Tax 7 2017 Tax paid value

First impression from a user who is not yet a client

October, 2017

Overall

Please provide a brief comment about your experience with Darren

A relaxed and easy going meeting.

First impression from a user who is not yet a client

June, 2017

Overall

Please provide a brief comment about your experience with Darren

Only exchanged emails - much too expensive in my opinion, so not pursuing further

First impression from a user who is not yet a client

July, 2016

Overall

Please provide a brief comment about your experience with Darren

He did not get in touch , then I got an email after 7days saying he would ring the next day , but nothing happened . Would I use this person to sort out my retirement ,no

Review from verified client

June, 2016

Overall

Advice

Service

Value

Based in South Yorkshire

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

I was approaching retirement,had various private pensions, some current, some frozen. I needed a professional to advise me how best to bring them together.

How has Darren Goodall helped you?

Darren visited me at home on several occasions. He explained to me in terms I could understand the merits of each pension and how best to use them to suit my lifestyle and requirements during my retirement.

Have you seen the outcome you were hoping for?

The outcome has far exceeded my expectations thanks to Darren's expertise. I have a retirement plan that is tailor made to my needs.

What could they have done better?

I would like to put forward comments for future use but the facts are that matters could not have been bettered as far as I am concerned.

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in South Yorkshire

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

to ensure I got the right advice in moving forward with my pension once I had taken my tax free lump sum.

How has Darren Goodall helped you?

Darren was clear and precise with the information he gave me , covering all my needs for a clear decision.

Have you seen the outcome you were hoping for?

the outcome has gone through smoothly and look forward to future meeting with Darren when the need is required.

What could they have done better?

I feel that Darren delivered as much advice to me as he could on the issues that was talked about

First impression from a user who is not yet a client

April, 2016

Overall

Please provide a brief comment about your experience with Darren

Darren was punctual for an appointment at home . He covered my options and advised in a relaxed no pressure manner .

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in West Yorkshire

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

I am thinking of retiring early and have a pension which I no longer pay into and wanted advce on drawdown.

How has Darren Goodall helped you?

Firstly he informed me that my pension pot was high risk which amazed me as I always pick lowish risk as I do not like to gamble my money. He looked at my pension and sent me details of what my funds should be invested in so I can inform my pension company. He advised me not to use this pension but to leave it where it is until I need it.

Have you seen the outcome you were hoping for?

I was happy to take the advice given and now my pension fund is lower risk.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in South Yorkshire

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

The need to plan for retirement & build up a suitable fund & also protect my family in the event that I should fall ill & be unable to work.

How has Darren Goodall helped you?

Identified suitable products & investments having listened to my needs & assessed my requirements.

Have you seen the outcome you were hoping for?

Other than stock market factors that are out of our control - yes I have.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in South Yorkshire

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

to ensure my finances were in order to provide an income in later life.

How has Darren Goodall helped you?

Sourced suitable products and then brought them to me, with explanations on each. Helped identifiy the ones most suited to my risk profile and intended outcomes.

Have you seen the outcome you were hoping for?

Yes, not withstanding ups and downs in financial markets, which cannot be controlled. My risk profile has been adhered to and hopefully I will have the income I want when it is needed.

What could they have done better?

I don't think there has been an instance when I have felt my requirements have not been fully considered and matched. so in my own case, there is nothing more that I feel could have been done. Unless someone can stabilise the global economy... !!

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in West Yorkshire

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

Complex finances need clarity.

How has Darren Goodall helped you?

Gives me a unbiased, fair opinion.

Have you seen the outcome you were hoping for?

I hope so.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in South Yorkshire

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

advice on my pension.

How has Darren Goodall helped you?

explained all different options availabe to me.

Have you seen the outcome you were hoping for?

yes.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in South Yorkshire

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

Close to retirement.

How has Darren Goodall helped you?

Created a suitable option for a programmed retirement and investment plan.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

First impression from a user who is not yet a client

January, 2016

Overall

Please provide a brief comment about your experience with Darren

i am still waiting for Darren Goodall to make contact. i have received a call from another advisor who is not listed on the website but I am yet to speak to him either. I'm afraid that I have now lost confidence in this offer

First impression from a user who is not yet a client

November, 2015

Overall

Please provide a brief comment about your experience with Darren

Very friendly and professional.

Review from verified client

October, 2015

Overall

Advice

Service

Value

Based in South Yorkshire

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

Required Pension.

How has Darren Goodall helped you?

Placed existing pension into new pension.

Have you seen the outcome you were hoping for?

As expected.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in South Yorkshire

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

Investment of a lump sum of money and transferring some money.

How has Darren Goodall helped you?

Advices us the best way to invest our money without too much risk.

Have you seen the outcome you were hoping for?

It is a long term investment for our retirement. So just leaving our money where it is.

What could they have done better?

Darren has been very helpful. He has been available to answer any questions when needed. Has also kept us updated on our investment.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in South Yorkshire

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

Retirement.

How has Darren Goodall helped you?

Raised and discussed various options in terms of pension and savings. Gave highly professional advice.

Have you seen the outcome you were hoping for?

Partly. Expect to see the rest over the next two / three years.

What could they have done better?

Not aware of anything

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in South Yorkshire

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

Needed help and advice.

How has Darren Goodall helped you?

He was very professional as well as being patient and kind. He helped us make sense of the financial situation and provided alternatives, suggestions and advice. He made the whole process streamlined and simplified just what we needed.

Have you seen the outcome you were hoping for?

Yes most definately.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in South Yorkshire

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

Having changed jobs, I had an existing pension plan in place and wanted to ensure that this was performing to its potential and not being overcharged. I also wanted to look at whether my savings could be invested away from my bank, in view of falling returns and interest rates.

How has Darren Goodall helped you?

Darren carried out a complete review of my pension arrangements, and found that my pension policy was actually performing well. He advised that I should remain with the pension provider, but helped reduce the risk by recommending spreading the underlying investments on a global basis. He also advised on my ISA investment and clearly explained the possible risks and rewards of investing in stocks & shares, as opposed to cash. He offered details of alternative investments and has ensured that my affairs are reviewed on a regular basis to ensure that my long term goals are being met.

Have you seen the outcome you were hoping for?

Taking into account the financial market, I am very happy with the performance of my investments since meeting Darren. He always provides clear and concise advice, with no pressure to invest or make decisions I'm not 100% comfortable with. I have complete faith in his ability and I have referred clients and contacts to Darren, based on the service I have received.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in South Yorkshire

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

Capital available for investment.

How has Darren Goodall helped you?

Investment advice and guidance.

Have you seen the outcome you were hoping for?

Yes, very good investment returns. Nb question below refers to a mount of pensions, which l cannot answer as it is an annual amount and how much it is worth depends on how long l live!.

What could they have done better?

No particular points occur.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Lancashire

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

inheritance.

How has Darren Goodall helped you?

Darren was able to guide me through the minefield of investing for my retirement and helped as I had an idea were to go his help was invaluable, he was also recommended to me by my father.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

nothing

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

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

The need to create a new company pension scheme and transfers fro previous schemes.

How has Darren Goodall helped you?

Created a safe and practical way.

Have you seen the outcome you were hoping for?

yes completely satisfied.

What could they have done better?

everything required was dealt with as required

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in South Yorkshire

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

Personal finances becoming more complex.

How has Darren Goodall helped you?

Gives advice on investments and future options.

Have you seen the outcome you were hoping for?

I'm confident things are going in the right direction.

What could they have done better?

At the moment no specific points come to mind.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

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

Not Happy with current advice being received and therefore looked into what other advice and information available.

How has Darren Goodall helped you?

gave a thorough review. Which I found honest and helpful. throughout our dealings I have not felt intimidated at all. Overall very good and honest advice.

Have you seen the outcome you were hoping for?

Think so. Only long term will see. To date happy with way things going.

What could they have done better?

Based on the situation to date then Darren could not have done anything better I feel

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in South Yorkshire

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

With poor interest rates on the high street and following excellent recommendations from my work colleagues I decided to try and maximise my return on my savings and to start saving on a monthly basis.

How has Darren Goodall helped you?

His response to my request for advice was both instant and professional. He also provided me with excellent and easy to understand information which enabled me to decide which investments suited my requirements.

Have you seen the outcome you were hoping for?

I currently work part time. I have only just taken out the investments so it is too early to comment.

What could they have done better?

Nothing, he and his company sorted any information or query I had immediately.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

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

Investing in an ISA and pension.

How has Darren Goodall helped you?

Good, clear advise given.

Have you seen the outcome you were hoping for?

Yes, my investments are doing well and I am happy with the service.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

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

Retirement and investment planning for mine and my families long term future.

How has Darren Goodall helped you?

Clearly showed us all the investments available to us and explained all of them in a way we were fully able to understand. Then after detailing our personal preferences and finances he made the best suggestion(s) for our circumstances. We have annual reviews of both our pensions and investments and any amendments/changes etc (if required) are seamlessly and quickly put into place. All services are done in a highly professional manner with absolutely no pressure to take out any investment/policy that we do not feel comfortable with. Very straight forward advice that we can honestly trust.

Have you seen the outcome you were hoping for?

We have an annual meeting to discuss the current value of both pensions and investments and have been happy with the returns shown so far. At every meeting we discuss how the funds are performing and if we are still in the correct area for our long term goals. We also have log in details to check online the current value of our funds should we need to. But as we have investments for the long term we do not tend to do this often. We are happy with the annual review.

What could they have done better?

For us I don't think Darren could do anything else. He offers to meet us when and where ever we need. He is always available to contact via email and telephone. He gives straight forward advice and if we do not understand anything he explains in a different way which enables us to grasp the concept.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

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

Approaching retirement and considering pension requirements and inheritance tax planning issues.

How has Darren Goodall helped you?

A thorough review of my requirements and my options plus assistance in implementing my selected way forward. Darren has continued to keep me up to date on my investments and to review my needs and changing circumstances.

Have you seen the outcome you were hoping for?

So far everything is performing exactly as expected and my current needs are being met in full.

What could they have done better?

Nothing that I am aware of

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in South Yorkshire

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

Working for myself, recently divorced and a large mortgage, I felt I needed to really look at my financial options to ensure that I was covered for any periods where I was unable to work and also had good pension arrangements in place for my older years. I'm an accountant so I'm pretty good with money but I felt I needed a good independent review of areas outside of my experience.

How has Darren Goodall helped you?

Darren helped me to reorganise a number of financial products that I had which made quite a difference to my financial position. And when I found myself as a Trustee of a Discretionary Trust to look after a grandchild following my late mother's untimely passing, he helped there too.

Have you seen the outcome you were hoping for?

I am currently in the best financial position I have ever been in. I am good with money anyway, but having that added expertise and advice as well as a good sounding board for ideas has certainly improved my personal position.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in Cumbria

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

Retirement and introduction from our long-standing accountancy firm.

How has Darren Goodall helped you?

Took over our affairs from his predecessor and continued to advise and carry out our wishes to our complete satisfaction. Also offered several good ideas of his own.

Have you seen the outcome you were hoping for?

So far so good. We have every expectation that this state of affairs will continue.

What could they have done better?

Probably not. We are quite happy with the way he has handled things.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in South Yorkshire

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

Initially involved with Darren whilst acting as a trustee requiring independent financial advice. This was provided in a very clear, easy to understand and diligent manner by someone who I found extremely knowledgeable, personable and professional, and always with a friendly smile.

How has Darren Goodall helped you?

Provided investment plans that would be most suitable for the trust I was involved with. This was so successful began recommending Darren to clients (who's feedback has always been positive) and eventually for him to deal with my own, and my wife's, personal pension plans.

Have you seen the outcome you were hoping for?

Extremely satisfied with the on-going professional services received from Darren.

What could they have done better?

Nothing.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in South Yorkshire

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

I run a firm of Chartered Accountants. As such our clients often need good, timely and reputable financial advice which we cannot provide, thus our need for a high quality IFA. In addition our staff require support, the firm requires support an di personally need an IFA for my affairs.

How has Darren Goodall helped you?

Darren is incredibly knowledgeable, friendly and professional. This fits perfectly with our ethos and style. Darren has helped us deliver a first class service to our clients, has helped the firm and has looked after my affairs admirably.

Have you seen the outcome you were hoping for?

We still require Darren's services and will continue to do so. We have no hesitation in continuing this excellent relationship. We certainly have seen the outcome we are looking for, being an excellent client service, client satisfaction, retention together with personal and firm support.

What could they have done better?

Nothing, Darren is an exceptional IFA and we are more than satisfied with his service, advice and support.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in South Yorkshire

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

Finances needed oraganising to give a return.

How has Darren Goodall helped you?

Reorganisation of Investments and Pensions.

Have you seen the outcome you were hoping for?

Current situation is a lot better than before - much more confidence in future.

What could they have done better?

Don't know - I'm not a financial advisor ...

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

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

I wanted to make the best use of my savings for the future long term that would be tax efficient and profitable.

How has Darren Goodall helped you?

He advised and help me select the right investment vehicles to meet my requirements and expectations.

Have you seen the outcome you were hoping for?

At this moment in time things are going according to plan and I am happy with Darren's advice.

What could they have done better?

Not a lot more really.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in South Yorkshire

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

For the future.

How has Darren Goodall helped you?

In all aspects of our requirements.

Have you seen the outcome you were hoping for?

Good.

What could they have done better?

Nothing everything satisfactory

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

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

Planning for the future.

How has Darren Goodall helped you?

Guided me through investments that suited me and my level of risk.

Have you seen the outcome you were hoping for?

Feel more secure for the future.

What could they have done better?

Happy with Darren's suggestions

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

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

My wife and I needed advice on how best to invest our savings, both cash and stocks and shares, and to review her mismanaged pension plan and find a better return on my works plan prior to early retirement.

How has Darren Goodall helped you?

Darren reviewed all our financial aspects and consolidated some holdings by moving them to a different fund manager to give a better return. He rearranged my wife's pension plan and moved mine to give a better return. Darren also took time to explain many points of concern through lack of knowledge and understanding and promised to visit us at home for an annual review.

Have you seen the outcome you were hoping for?

Definitely. More reassuring is the fact that Darren is always at the end of the phone to answer any questions we may have and advise us how best to access some of our funds should we need them.

What could they have done better?

Nothing unless he could raise the interest rate !!!

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in South Yorkshire

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

Self-employed and was looking for a pension plan.

How has Darren Goodall helped you?

Found a suitable product.

Have you seen the outcome you were hoping for?

Now semi-retired and our nest-egg is growing as expected.

What could they have done better?

Cannot think of anything as Darren is always happy to explain things.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

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

I needed professional advise regarding my finances, in particular where was the best place for investments.

How has Darren Goodall helped you?

Darren was extremely knowledgeable and helpful.

Have you seen the outcome you were hoping for?

Very happy with the outcome. Receive an annual review with healthy looking statements.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in South Yorkshire

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

Pensions and wealth creation.

How has Darren Goodall helped you?

By giving easily understandable advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing