Reviewed for

Insurance and Protection ( 19 )

Mortgages ( 1 )

Pensions ( 51 )

Retirement income (annuities, drawdown) ( 35 )

Investments and Savings ( 119 )

Pension Transfers - Non Specialist ( 4 )

Inheritance Planning ( 16 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 2 )

Financial Planning ( 19 )

Financial Mentoring ( 3 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 23 )

£100k - £200k ( 23 )

( 1 )

£50k - 100k ( 12 )

Up to £50k ( 14 )

Client reviews

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Yorkshire

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

Mainly to do with retirement income.

How has Darren Pickersgill helped you?

Darren has helped me invest my money according to my attitude towards risk, which is low. He has explained changes clearly and with great patience. He has been very helpful in finding the best investments to provide pension income.

Have you seen the outcome you were hoping for?

Yes, I have seen my investments grow and have the security of some extra pension income.

What could they have done better?

Darren has always been very accommodating and helpful, so I can't think of anything he could have done better.

Repeat review from verified client

April, 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 Pickersgill helped you since your last review?

Facilitation of funds withdrawal. Keeping me in touch with budget statements and interest changes.

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 Pickersgill helped you since your last review?

Darren continues to provide high quality, timely advice on ensuring my savings are wisely investedtaking into careful consdieration the current financial market.

Repeat review from verified client

February, 2024

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 Pickersgill helped you since your last review?

Darren continues to keep in touch on a regular basis and as I said last year my wife and I are very satisfied with the service and advice he continues to give us and we enjoy seeing him for our annual review at our home.

Repeat review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Lincolnshire

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

How has Darren Pickersgill helped you since your last review?

Unfortunately I have had to take my money out of aviva. Darren has given me sound advice

Darren's reply

Thanks for the review Ann. Take care. 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 Pickersgill helped you since your last review?

Maintained contact and kept me informed of any new developments which might affect me.

Darren's reply

Anne Thank you for the review. Regards 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 Pickersgill helped you since your last review?

He arranged for funds to be transferred from my savings to my bank account

Darren's reply

Hi Steve Thank you for the review. Regards 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 Pickersgill helped you since your last review?

A quick response to my request for withdrawal of funds from my ISA.

Darren's reply

Thank you for the review John. Take care. 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 Pickersgill helped you since your last review?

Darren always contacts me every year via telephone for the latest review. Also I get regular updates and appreciate his time and thoughtfulness. I have always been glad to have come across him and welcome the calls, I have always trusted what he does to be in the best interest for me, as I wouldn’t want the job myself.

Darren's reply

Thank you for the review Helena. Take care. 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 Pickersgill helped you since your last review?

In addition to our planned regular updates, Darren will respond quickly when advice is sought, even for minor issues.

Darren's reply

Thank you for the review Allan. Take care. 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 Pickersgill helped you since your last review?

Answered any telephone queries I may have had and needed help with quickly.

Darren's reply

Thank you for the review Doreen. Take care. Darren

Repeat review from verified client

January, 2024

Overall

Advice

Service

Value

Based in East Riding

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

How has Darren Pickersgill helped you since your last review?

Yes, he’s always on hand to answer any queries

Darren's reply

Thank you for the review again Trisha. Take care. Darren

Repeat review from verified client

November, 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 Pickersgill helped you since your last review?

Same as has before and always.He does the very best he can with my investments.

Darren's reply

Thanks again Doreen for the review. Best wishes. Darren

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 Pickersgill helped you since your last review?

Darren has reassured me about my investments in these turbulent economic times. He has also responded swiftly to my request for funds

Repeat review from verified client

April, 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 Pickersgill helped you since your last review?

Darren has put my pension funds into a more streamlined model which should help with its growth

Darren's reply

Many thanks for this review Steve. It's important we are able to talk about all things in your life and very happy to continue to do so. Regards Darren

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

I met Darren when he was working for Bank of Scotland before he was freelance and as a freelance adviser he could offer a much broader range of investments in the portfolio. These have grown steadily in value during the period of over a decade as my financial adviser.

How has Darren Pickersgill helped you?

Increased the value of the portfolio by wise investments.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I opted for cautious risk rating and the investments did aswell as expected.

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

impending retirement

How has Darren Pickersgill helped you?

help and advice with investments post retirement and with inheritance planning

Have you seen the outcome you were hoping for?

yes

What could they have done better?

I'm happy so far with the service provided from Darren

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

We sold our house and wanted to invest the money

How has Darren Pickersgill helped you?

Yes his advice has been invaluable

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not a lot because of the state of the economy

Darren's reply

Thanks for the review Ann. See you soon. Regards Darren

Repeat review from verified client

February, 2023

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 Pickersgill helped you since your last review?

My wife and I are very satisfied with the service Darren continues to give us. We have every confidence in the advice he gives us and we enjoy our annual review sessions, even though he is a Bradford City supporter in a lower league than ours. We forgive him .Keep up the good work Darren.

Darren's reply

Many thanks for that review Jim & Kathleen. Much appreciated. We may end up playing each other next season or maybe miss each other again! Regards Darren

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 Pickersgill helped you since your last review?

Darren always gives me sound financial advice.

Darren's reply

Thanks for the review again John. See you soon! Regards Darren

Repeat review from verified client

January, 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 Pickersgill helped you since your last review?

He is always available at short notice for advice & whenever I require funds

Darren's reply

Thank you for that review Steve. Speak to you soon. Regards Darren

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 Pickersgill helped you since your last review?

The same as he always has.I am happy that he gives me the best advice that he can regarding my investments.

Darren's reply

Thanks for that review Doreen and see you soon! Regards Darren

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've been a long term client of Darren's - simply would not go anywhere else. He's efficient, knowlegeable and always gets back to you as quickly as he can.

How has Darren Pickersgill helped you?

With investments and great returns

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - superb

Darren's reply

Thank you for that review Trish. I look forward continuing our relationship in the years ahead. Regards Darren

Review from verified client

November, 2022

Overall

Service

Advice

Value

Based in South Yorkshire

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

Long term financial planning.

How has Darren Pickersgill helped you?

Looked at my objectives and found suitable investment and set targets. He reviews the investments with me each year, but is available for advice throughout the year.

Have you seen the outcome you were hoping for?

Overall there have been good results.

What could they have done better?

One has to accept that investments can vary in times of overall economic instability, but that good advice can mitigate this to some extent. That has been my experience with Darren’s advice. So generally pleased.

Repeat review from verified client

November, 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 Pickersgill helped you since your last review?

Same as he always has .He does the very best he can with all my investments.

Darren's reply

Thanks for that Doreen. I look forward to our next meeting. Regards Darren

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 Pickersgill helped you since your last review?

Darren has again responded to my request for funds as always in a swift and efficient manner

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 Pickersgill helped you since your last review?

Continues to review plans and alters where needs to.

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 Pickersgill helped you since your last review?

He provided advice relating to my state pension and national insurance contributions and when I needed funds he ensured that I received the money in good time

Darren's reply

Thank you for the review Steve. I look forward to catching back up with you in the near future. Regards Darren

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

I was approaching retirement from my job as a teacher

How has Darren Pickersgill helped you?

Darren has helped me enormously; recommending and sorting out investments within my comfort zone. These investments have been very positive and lucrative, giving me a very comfortable financial cushion.

Have you seen the outcome you were hoping for?

The outcomes have far exceeded my expectations.

What could they have done better?

N/A

Darren's reply

Many thanks for that review Anne and I look forward to updating with you later this year. Regards Darren

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 Pickersgill helped you since your last review?

By keeping me up to date with budget statements and newsletters. Facilitation of funds withdrawal.

Darren's reply

Thank you Lynne Always happy to help you and I look forward to our next review. Regards Darren

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 Pickersgill helped you since your last review?

Had face-to-face meeting in March which was good. No major changes made

Darren's reply

Thanks Margaret for that. Yes indeed, great to see you again! Regards Darren

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 Pickersgill helped you since your last review?

The portfolio has grown steadily over the period that Darren has been my financial adviser

Darren's reply

Thanks John for that and I look forward to catching up with you shortly for our next annual review/update meeting. Regards Darren

Repeat review from verified client

March, 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 Pickersgill helped you since your last review?

He regularly provides information about the current financial situation and how it impacts on investments.

Darren's reply

Hi Chris Thanks for your latest review. We have worked together for many years and many more to come hopefully. See you in April! Regards Darren

Repeat review from verified client

March, 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 Pickersgill helped you since your last review?

I have recieved a substantial amount of money from a house sale and Darren has help invest some of this money.

Darren's reply

We have worked together for many years now Phil and I value your customer and your review. See you both in April! Regards Darren

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?

To advise how to invest my redundancy / early retirement package in order to secure the future for me and my wife.

How has Darren Pickersgill helped you?

Darren has been advising me how to manage my investment since 2018.

Have you seen the outcome you were hoping for?

As we know the stock market shares go up and down but my investment has continued to grow.

What could they have done better?

Nothing.

Darren's reply

Thank you for that review Jim. I look forward to reviewing with you both later in the year. Regards Darren

Repeat review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

How has Darren Pickersgill helped you since your last review?

He is always at the end of the phone if ever I need him

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 Pickersgill helped you since your last review?

Darren continues to keep my mum and I updated on our finances and how best to invest them to get the best return

Darren's reply

Thanks for that Cath. I look forward to seeing you both later in the year. Take care. Darren

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 Pickersgill helped you since your last review?

Darren has continued to offer sound advice that has always proved to be financially beneficial.

Darren's reply

Thanks Allan, See you later in the year ! Regards Darren

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 Pickersgill helped you since your last review?

Giving me advice on Pension funds. Setting up an Annuity and moving part of my Pension funds that was very beneficial to me.

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in East Riding

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

I had some spare income and I self invested but didn't understand what I was doing really.

How has Darren Pickersgill helped you?

Darren has helped me sort out savings plan, with comfortable spare income - we invest widely in areas and funds that match what risks I am happy to take. We have also used lump sums to fund ISA's each year. He reviews these and my personal situation each year to ensure my plans are dong what I want them to.

Have you seen the outcome you were hoping for?

Yes, and more really. Using his knowledge and fund mix have performed better that I feel I could have done. Also the ongoing service we have each year, around the same time means we never miss the opportunity to fill my ISA each year and also review the funds/performance of what was set up.

What could they have done better?

nothing, everything has worked well.

Darren's reply

Hi Jo Thank you for the review and I look forward to meeting up later in the year. Regards Darren

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 Pickersgill helped you since your last review?

Continues to advise me the same as he always has since I met him.

Darren's reply

Thanks Doreen. Always a pleasure. Take care. Regards Darren

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 Pickersgill helped you since your last review?

He again released funds to me in a timely fashion

Darren's reply

Thanks for the review Steve. I look forward to catching up with you. Best wishes for 2022! Regards Darren

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in East Riding

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

Wanted some investment advice and also general chat around pension planning

How has Darren Pickersgill helped you?

By giving me advice on where to invest my money. Great service, very professional, he knows his stuff. Used Darren for many years now.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, absolutely top class

Repeat review from verified client

November, 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 Pickersgill helped you since your last review?

Given good advice on all my investments.I have always been happy with the results he has given me.

Darren's reply

Thank you Doreen. I look forward to many more years of advising you. Regards Darren

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?

I have used a financial advisor for the past 25 years following sale of a property and the need to wisely invest the funds.

How has Darren Pickersgill helped you?

Darren reviewed my investments, including an offshore one which had been disappointing and with high charges. The investments were mostly on the advice of a previous advisor.

Have you seen the outcome you were hoping for?

The outcome has exceeded my expectations, and very much match my optimism with respect to the level of risk chosen versus the anticipated gain.

What could they have done better?

I don't feel competant to respond to this. In my view, being very satified with performance so far I don't know how if at all he could have done better.

Darren's reply

Thanks for that John. I look forward to advising you for many years to come. Regards Darren

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?

I needed financial advice following my retirement and at a later date with an inheritance. At times I have needed access to some of my investments and Darren has advised on the best way to secure this.

How has Darren Pickersgill helped you?

He has advised on appropriate investments taking into account my attitude towards risk. He has advised on the most appropriate manner of securing access to some of my capital when needed. He has monitored my investments and suggested changes to platforms and always taken into account charges as well as the performance of my investments.

Have you seen the outcome you were hoping for?

Indeed I have. I consider my investments have done well and increased pleasingly, but also held their own in difficult financial markets.

What could they have done better?

That is a difficult question and I really don't know how to answer it. As far as my experience goes Darren has done his upmost to protect and improve my financial position.

Darren's reply

Thank you for the review Margaret. I am glad I have added value in our time together and I look forward to advising you for many years to come! Regards Darren

Repeat review from verified client

September, 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 Pickersgill helped you since your last review?

He has transferred funds from my investments to my banking account on my request in a timely and efficient way

Darren's reply

Thanks for that Steve. I look forward to working with you for many years to come ! Regards Darren

Repeat review from verified client

September, 2021

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 Pickersgill helped you since your last review?

Has looked around for great investment opportunities and achieved them

Darren's reply

Thanks for that review Dave. And your lovely comments ! It’s a pleasure helping you. Take care and see you both next year. Regards Darren

Repeat review from verified client

September, 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 Pickersgill helped you since your last review?

At our review we discuss what we did together and how the plans have done. Any changes to the portfolio are then made by him and I get a letter and confirmations of these. We update my finances and where I can, I add monies to pensions and investments.

Repeat review from verified client

April, 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 Pickersgill helped you since your last review?

Advised on performance of investments and options for further investment.

Darren's reply

Thanks Jill for your review. I look forward to working with you in the months and years to come. Regards Darren

Repeat review from verified client

April, 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 Pickersgill helped you since your last review?

Updating values and he sends out very useful regular updates on markets and things like tax tables etc. All very useful and interesting to read.

Darren's reply

Thank you for the review David. I look forward to reviewing with you each year. Regards Darren

Repeat review from verified client

April, 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 Pickersgill helped you since your last review?

Darren's advice has ensured steady growth in my investment portfolio.

Darren's reply

Thank you for the review John. I look forward to updating with you each year going forward. Regards 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?

I was retiring and wanted my pension fund and savings to work for me

How has Darren Pickersgill helped you?

He provided me with a safe portfolio fund which has worked well and grown for me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can’t think of anything

Darren's reply

Thank you Steve for the review. I look forward to working with you in the years to come. Regards 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 Pickersgill helped you since your last review?

With advice about my pensions. Transferring my ISA funds to another scheme.Dadr

Darren's reply

Thanks for that John. Take care and speak soon. Regards 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 Pickersgill helped you since your last review?

Darren has helped both me and my mum with finding us the best way to sort our finances as both our circumstances have changed. He is very approachable and quick to sort any financial dilemmas we may have at any time. He also always keeps us updated on how the market is going and gives us the best advice on maybe how we should change our investments. We both feel happy and reassured that Darren is looking after our investments

Darren's reply

Thank you Cath. I look forward to many more years of helping you both! Regards 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 Pickersgill helped you since your last review?

Darren has given us good advice on how to make interest on our investment,which considering today's climate I have been very satisfied.

Darren's reply

Thanks Ann See you later in the year! Regards Darren

Repeat review from verified client

January, 2021

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 Pickersgill helped you since your last review?

In difficult circumstances,we had a phone review which was very satisfactory and he keeps us well informed about our affairs.Darren also sends us regular e-mails regarding the latest information from investment managers which I find very informative and interesting. We always look forward to seeing him or hearing from him.He is ever friendly. Jim & Kath Hartley

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 Pickersgill helped you since your last review?

No major changes in my circumstances since the last review

Darren's reply

Thanks Margaret for that update. Regards 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 Pickersgill helped you since your last review?

Because of Coronavirus restrictions we weren’t able to meet face to face, however he conducted my review via phone call. He checked that my circumstances were the same and that I was still happy with my financial plan.

Darren's reply

Thanks Lynne for that. Regards 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 Pickersgill helped you since your last review?

Darren has spoken to me over the phone as regards the annual review because of the obvious safety issues of covid last year. Apart from the updates he sends me, I am reassured that I can contact him at any time, and know that he continues to keep an eye on the situation. I’m sure as hell he would be doing a better job of it than I ever could.

Darren's reply

Thank you for that Helena. I am here now and in the future for you. Regards 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 Pickersgill helped you since your last review?

Darren has been very helpful all through this difficult year with the Covid virus.He has kept me informed about my investments and been happy to answer any queries by telephone and kept in contact since my last review.I have been very happy with his services.

Darren's reply

Thanks for that Doreen. I look forward to working with you this and many more years ahead! 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 Pickersgill helped you since your last review?

He was able to release funds to me for a wedding present to my son

Darren's reply

Thanks for that Steve. I look forward to working with you over the years to come. Regards 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?

I wanted to make the most of my savings and in later years, when I retired, I wanted Darren's help to invest in a product which would provide a retirement income.

How has Darren Pickersgill helped you?

Darren explains the options clearly and patiently and has helped me make the most of my savings and income over the last 10+ years.

Have you seen the outcome you were hoping for?

Yes, definitely. His advice has worked out very well for me.

What could they have done better?

I'm sorry. I can't think of anything.

Darren's reply

Thank you Anne for that lovely review. I look forward to advising you for many years to come too! Regards Darren

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Yorkshire

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

Getting proper advice and making sure my various pensions and investments were working effectively was always something I had put off! After some major life events I decided I needed to take action. I contacted Darren after a recommendation from a friend.

How has Darren Pickersgill helped you?

Darren gave me the confidence that, generally, I had been doing the right things, but could advise on how to make the most of a lump sum from a property sale. Without his knowledge and experience I would not have had the confidence to invest such a sum.

Have you seen the outcome you were hoping for?

It is early days but very happy so far.

What could they have done better?

Nothing comes to mind at the moment.

Darren's reply

Roy, thanks very much for that review. I look forward to working with you over the years and will help and advise across life's challenges! Regards Darren

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

Changed career pathway.

How has Darren Pickersgill helped you?

Gave sound advice and helped me focus on a long-term plan

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

He has been helpful, understanding and guided me appropriately for a number of years

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

Darren was recommended by our accountants. We’re no longer with them but have kept working with Darren.

How has Darren Pickersgill helped you?

He’s invested some inherited money for us, and set up critical illness cover & my husband’s pension.

Have you seen the outcome you were hoping for?

Pretty much.

What could they have done better?

He’s realistic which we appreciate.

Darren's reply

Good evening Alison Thank you for your review of my service. I look forward to working with you both for many years to come. Regards Darren

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

We sold our house and had the money spare

How has Darren Pickersgill helped you?

He came to see us at home so it was a relaxed atmosphere and asked us what we wanted to do then advised us what we could do better

Have you seen the outcome you were hoping for?

Yes we have not lost any money at all

What could they have done better?

Don't think Darren could have done any better he's always at the end of the phone if need be with good advice

Darren's reply

Ann Thanks very much for your kind words. I have enjoyed working with you over the years and look forward to assisting you in the years to come. Regards Darren

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

Needed to invest funds for retirement income

How has Darren Pickersgill helped you?

Giving sound financial and beneficial advice

Have you seen the outcome you were hoping for?

Definitely

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in North Yorkshire

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

I enquired with Darren around financial advice relating to insurance and protection having just moved back to the UK and needing advice around best insurance policies and medical cover for myself and my wife.

How has Darren Pickersgill helped you?

Darren is professional and an independent advisor who is quick to reply to any queries. He has sorted all of our insurance and protection cover within the budget we were happy with.

Have you seen the outcome you were hoping for?

Yes we now have all the policies and information we required.

What could they have done better?

N/A

Darren's reply

Thanks for your review Anthony. It was great to meet with you both and I am pleased you are happy with the oucome. I look forward to working with you again in the future. Regards Darren

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Yorkshire

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

Wanted to invest some money I inherited to get the best interest rates and safest investment for me, so that I had something for the future and retirement

How has Darren Pickersgill helped you?

Darren looked for the best and safest way for me to invest my money, giving me and explaining to me how the investment worked and the choice of the sort of investment I wanted to make . Darren explains things well and never makes you feel like you are asking a silly question as he is very approachable and is always eager to help in any way he can

Have you seen the outcome you were hoping for?

Early days yet but already can see a some interest on my investment

What could they have done better?

Cannot think at this stage what else could have been done better

Darren's reply

Thank you for your review Cath. It's a pleasure helping you. Having dealt with your parents for many years, I was really pleased that you wanted my help and I look forward to many years of working with you to help you with your money and financial goals. Best wishes. Darren

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Yorkshire

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

I returned to the UK from New Zealand with money from the sale of my house there.

How has Darren Pickersgill helped you?

Darren was then employed as a financial adviser for the Halifax Bank/Bank of Scotland where I had invested my capital and he advised me to diversify my investments in a small portfolio

Have you seen the outcome you were hoping for?

Yes, indeed. Having left the Halifax Bank/Bank of Scotland employment, Darren advised me to spread my capital over a larger portfolio of investments. The value of this portfolio has grown steadily over the decade that he has been advising me.

What could they have done better?

I can't think of any improvement in the service that Darren has provided. Excellent at all times.

Darren's reply

thank you for that review John. I have enjoyed meeting with and advising you over the years and look forward to more years working together. Regards Darren

First impression from a user who is not yet a client

October, 2019

Overall

Please provide a brief comment about your experience with Darren

Darren was punctual, friendly, professional, and helpful in us getting clearer regarding our current financial situation and actions to be taken going forward.

Darren's reply

Ralph and Liza, many thanks for your first impression feedback. I am glad that I was able to make matters clearer for you. Best wishes for the future. Regards Darren

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Darren has been my financial adviser for a number of years and my latest meeting with him was an annual review, which is always welcome.

How has Darren Pickersgill helped you?

Darren provided sound advice and recommendations about pension plans that I currently hold and my investment portfolio. I shall be following his recommendations.

Have you seen the outcome you were hoping for?

Darren's advice and recommendations in the past have always delivered. I could not ask for more.

What could they have done better?

Darren has many strengths but, sadly, his choice of football team is not one of them. At one of our meetings in the future I do hope to guide him away from Bradford City and onto the true path of Leeds United!

Darren's reply

Haha many thanks for the review Steve. One cannot help one's team ! Much appreciated and I look forward to reviewing with you both for many years to come. Regards Darren

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Planning for retirement

How has Darren Pickersgill helped you?

Advice about our pension plans. Investments after retirement. Managing our investments.

Have you seen the outcome you were hoping for?

Our investments have grown.

What could they have done better?

Nothing!

Darren's reply

thanks Jane for your review. I look forward to working with you both over the coming years. Regards Darren

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Lancashire

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

a need to invest

How has Darren Pickersgill helped you?

he has provided ongoing advice for a number of years

Have you seen the outcome you were hoping for?

Always helpful, friendly, prompt and sound advice.

What could they have done better?

None

Darren's reply

thanks Dave for your review. I look forward to working with you both in the years ahead. Regards Darren

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Forward planning into retirement.

How has Darren Pickersgill helped you?

Darren has helped me invest my money in a portfolio that suits my requirements as a defensive investor. He explains things clearly and is very patient.

Have you seen the outcome you were hoping for?

Yes, my investments have grown more than I was expecting.

What could they have done better?

Can't think of anything.

Darren's reply

thanks very much for that review Anne, really nice of you and glad to help! Take care and see you next year. Regards Darren

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in Lancashire

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

To get the best returns from my savings

How has Darren Pickersgill helped you?

He explained things in a very easy way I could understand. I am very happy with 2 plan.

Have you seen the outcome you were hoping for?

Yes. My money is doing OK. I have every confidence in Darren. He's also a really nice guy, even though he's a Bradford city supporter.

What could they have done better?

I don't think he could. I am quite happy thanks.

Darren's reply

Thanks Jim & Kath for that review. Yes sadly I cannot avoid following my home town club! I look forward to meeting with you both next year. Take care of yourselves. Regards Darren

Review from verified client

June, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

I initially met Darren 11-12 years ago for inheritance tax advice and investment advice.

How has Darren Pickersgill helped you?

Darren gave me advice and recommendations suited to my needs. Darren reviews with me twice yearly and has been a good support with investments and general advice. I have invested many times over the years and I value his independence and non biased advice. The review we have bring my focus back to my finances and Darren calls/meets on time every 6 months.

Have you seen the outcome you were hoping for?

Yes. Very happy with the returns I have received and the inheritance tax advice has saved me and my family a lot of money.

What could they have done better?

Nothing really, all has gone well.

Darren's reply

Doreen, thanks very much for that review. Time flies and I look forward to advising you for many years to come. Regards Darren

Review from verified client

May, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

As my semi retirement was coming up and I had a lump sum to either spend or invest I really needed some advice as the bank interviews were just a matter of giving a few options but not experienced advice.

How has Darren Pickersgill helped you?

Darren enquired as to what kind of person I was with money ( careful) . I sensed straight away he was decent, professional, and I felt I could trust him and ask ordinary questions without feeling awkward (like with a bank manager that is trying to steer you in their direction).Later on I had no hesitation as to ask about what to do with a legacy .

Have you seen the outcome you were hoping for?

Yes I have been very pleased even though last year was obviously a difficult year for finances, but we never really know how things are going to be, so I’m happy other people like Darren keep an eye on the situation .

What could they have done better?

I can’t think of anything he could have done to improve things as just being straightforward and always pleasant is the main thing.

Darren's reply

thank you very much for your review Helena. I have enjoyed working with you over the last 11 years or so and look forward to working with you in the coming years. Regards Darren

Review from verified client

May, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Saving for retirement

How has Darren Pickersgill helped you?

He gave me very good advice with investments.

Have you seen the outcome you were hoping for?

Yes now retired I am getting the rewards from Darren's advice

What could they have done better?

Nothing comes to mind.

Darren's reply

Many thanks for this John. I look forward to working with you in the years to come. Regards Darren

Review from verified client

April, 2019

Overall

Advice

Service

Value

Based in Derbyshire

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

Inheritance

How has Darren Pickersgill helped you?

Advice on best way to invest some of the capital

Have you seen the outcome you were hoping for?

Not yet as only just tsken advice

What could they have done better?

More advice on my pensions

Darren's reply

Hi Jane Thanks for your feedback. We will be looking at your retirement planning next time as discussed. Regards Darren

Review from verified client

April, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Retirement and subsequent planning

How has Darren Pickersgill helped you?

Advised on income planning and later on investing inherited monies

Have you seen the outcome you were hoping for?

Yes

Darren's reply

Thanks Margaret. I look forward to working with you in the years to come. Regards Darren

Review from verified client

April, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Savings and pension advice.

How has Darren Pickersgill helped you?

Advised me on options on how to make best use of my lump sum from my retirement package.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Continuing and maintaining great service.

Darren's reply

Thanks Lynne for that review. I look forward to maintaining the great service you receive every year. Regards Darren

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

After living in France,then retiring back to the UK financial advice was imperative.

How has Darren Pickersgill helped you?

Following a long discussion over present incomes and outgoings,then capital assets,and more importantly our attitude to risk taking in investments a stategy was formulated.

Have you seen the outcome you were hoping for?

Absolutely fine.Security for me comes first and that has been paramount.

What could they have done better?

Trust comes first,and as I am not into financial planning,criticism is pointlesss.More important is to follow your instinct about your adviser.

Darren's reply

thanks for the review Martin & Kath. Building trust is vital and delivering on what you say you will do as an adviser. It's been a pleasure meeting with you over the years and manage your investments and I look forward to working with you for years to come.

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Investment advice

How has Darren Pickersgill helped you?

Good clear advice

Have you seen the outcome you were hoping for?

I think we will

Darren's reply

Many thanks for your review Nea. My aim is always to keep things simple and easy to understand. I look forward to woking with you both for years to come. Regards Darren

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

I needed advice when I received my occupational pension

How has Darren Pickersgill helped you?

He invested my lump sum & minimised my tax liability

Have you seen the outcome you were hoping for?

Yes

Darren's reply

thanks for the review Steve. You loctaed me from Vouchedfor and it's been a pleasure working with you for several years now and I hope to advise you for years to come. Regards Darren

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Forward planning for retirement.

How has Darren Pickersgill helped you?

Advised best place for a previous pension investment and isa investment.

Have you seen the outcome you were hoping for?

Yes, very pleased with growth of both.

Darren's reply

thanks very much Jill. I look forward to our next meeting and working with you in years to come. West Yorkshire though not West Sussex! Regards Darren

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Exploring pension options

How has Darren Pickersgill helped you?

Help to understand the potentials

Have you seen the outcome you were hoping for?

Too soon to say

Darren's reply

thanks George for the review. It is too soon to say, but I hope the advice and my processes met with your approval. I look forward to a long lasting relationship with you. Regards Darren

Review from verified client

March, 2019

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 Pickersgill helped you?

Invested our savings in ISAs

Have you seen the outcome you were hoping for?

Its not been a great year for the financial markets but there has been growth which is a positive

Darren's reply

thanks Ken, I look forward to building on our relationship over time. Regards Darren

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Yorkshire

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

Our current financial adviser retired and he advised us to allow Darren to advise us.

How has Darren Pickersgill helped you?

Darren Have us independent advice on our investment and inheritance planning without any pressure

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Reduce this costs even though they are relatively low for th industry

Darren's reply

thanks Phil. I look forward to our relationship continuing for many more years ! Regards Darren

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

We wanted to make sure we were investing wisely and were well prepared to enjoy our retirement.

How has Darren Pickersgill helped you?

He gave good advice on streamlining our investments and with Isaac.

Have you seen the outcome you were hoping for?

Very definitely!

What could they have done better?

Nothing - advice is timely and presented in an understandable way!

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

We retired and sold our house so we had a lump some to invest

How has Darren Pickersgill helped you?

He gave us very good honest sound advice,which we were very grateful for.

Have you seen the outcome you were hoping for?

Yes we have had interest every year since we have invested.a

What could they have done better?

As we have no knowledge ourselves of investing Darren explained everything to us and gave us options which helped us to decide what we wanted to do.I don't think Darren could have done more,we are very grateful to him for what he has done so far.

Darren's reply

Many thanks Ann. It's been a pleasure advising and meeting with you each year since we commenced working together. Here's to many more years ! Best wishes. Darren

First impression from a user who is not yet a client

January, 2019

Overall

Please provide a brief comment about your experience with Darren

I did not follow up with my appointment in the end for personal reasons. Darren was very helpful though.

Darren's reply

Thank you for the review Jill. I am only sorry we couldn’t meet and assist you as per your initial enquiry. Should you need help on any area of your financial planning, please don’t hesitate to contact me. Best wishes. Darren

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

Continued from the previous financial adviser . I was due to retire and needed help in investing my capital

How has Darren Pickersgill helped you?

He gave several options and explained the in words I could understand.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I am completely satisfied with his services

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?

As I work for myself I was keen to ensure that I had a good pension and the relevant insurance and protection

How has Darren Pickersgill helped you?

Darren was able to explain, in lay mans terms, each of my options and recommend suitable products for me to consider. During this time Darren was super responsive in any questions, even daft ones, or queries I had.

Have you seen the outcome you were hoping for?

I now feel better protected not just for me but for my family.

What could they have done better?

N/A. Darren was super!

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

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

A change in circumstances involving redundancy and early retirement prompted us to seek professional advice in the form of an independent financial advisor to plan for the next stage in our lives.

How has Darren Pickersgill helped you?

Darren reviewed our situation and after finding out our financial position and our vision for the future we agreed upon a plan to suit our requirements.

Have you seen the outcome you were hoping for?

At this early stage we are currently putting the plans agreed upon into action and are more than satisfied with the way things are progressing.

What could they have done better?

At the current time we feel content that the service Darren has provided to us more than meets our expectations.

First impression from a user who is not yet a client

November, 2017

Overall

Please provide a brief comment about your experience with Darren

A very professional and knowledgeable individual who also has the skill of making complex financial information easy. A very friendly and welcoming character who is fully in charge of his brief.

Darren's reply

Many thanks for your comments Chris. I enjoyed our meeting and look forward to working with you when needed. Regards Darren

First impression from a user who is not yet a client

November, 2017

Overall

Please provide a brief comment about your experience with Darren

After initial contact with Darren, we arranged a visit and due to our work commitments Darren came to see us been very prompt to the time arranged. We were impressed with the way Darren delivered his services and we felt that he really listened to what we had to say and understood what we were hoping to achieve with our investments. Due to our confidence from our initial meeting We have now arranged to move to the next stage and have arranged a follow up meeting.

Darren's reply

Many thanks for your kind words Shaun. I look forward to meeting with you again to initiate what we discussed. Best wishes. Darren

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

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

We wanted a review of our financial circumstances to ensure we are investing/saving in the most efficient way.

How has Darren Pickersgill helped you?

Darren went through our financials in a comprehensive fact find meeting, and explained thoroughly what actions he would take if we engaged his services.

Have you seen the outcome you were hoping for?

At this stage we have committed to working with Darren and from our dealings so far expect to see the outcome we hope for.

What could they have done better?

At this stage we are happy that Darren has done everything he could

Darren's reply

thanks Liam for the review and I look forward to completing the work started for you. Regards Darren

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

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

I got an initial first appointment free from vouched for. Time was ticking for me to sort out my pension provision. Darren asked the right questions from the start.

How has Darren Pickersgill helped you?

Darren then advised me of the possible options that I should consider, and I decided to use his services to do so. He advised me on the next steps, prepared all the necessary information and we met again for Darren to explain, and give me an opportunity to ask any questions.i.

Have you seen the outcome you were hoping for?

I have started the process and it has given me a greater focus on making my money work for me for the future. My retirement goals are now within my control.

First impression from a user who is not yet a client

October, 2017

Overall

Please provide a brief comment about your experience with Darren

Great first meeting. Darren explained all the investment options and what they actually meant in layman’s terms that was easy to understand. This gave me the knowledge that I need to make decisions that would suit me. Although no advice was given at the initial stage. Darren asked the right questions about my personal requirements and what I needed to do to reach those goals. I am clear on the actions on my part to ensure a successful pension and retirement plan and I am confident in the ability if Darren to guide and advice me on the right path. Much more confident that I am going to reach my goals with such clear unambiguous advice based on my personal circumstances. Looking forward to working with Darren.

Darren's reply

it was a pleasure meeting with you Fiona and I look forward to a great working relationship with you and to help you achieve your goals, thanks for the comments. Regards Darren

Review from verified client

July, 2017

Overall

Service

Value

Advice

Based in West Yorkshire

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

Looking at a medium term investment with a high return.

How has Darren Pickersgill helped you?

Darren looked at the market ,did the research and came back with proposals that matched the remit set perfectly.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Yorkshire

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

Lump sum to invest.

How has Darren Pickersgill helped you?

Excellent advice. Darren was extremely knowledgeable and did not make silly promises.

Have you seen the outcome you were hoping for?

We were very clear about his recommendations and were confident he was working in our best interests. We feel our money is securely invested.

What could they have done better?

I cannot think of anything.

Review from verified client

March, 2017

Overall

Value

Service

Advice

Based in Yorkshire

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

Hadn't had a review of my financial situation in approx 15 years. Wanted a review of long terms savings and make my savings work harder.

How has Darren Pickersgill helped you?

Reviewed my current savings plans, and provided advice on tax-efficient investment options based on my risk appetite.

Have you seen the outcome you were hoping for?

Too early to say on the performance of the recommended options. However a sense that now we've completed a review and knowing that my investments are better setup for the future is the outcome I was after.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

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

To review polices following a new baby.

How has Darren Pickersgill helped you?

Darren went though all our existing polices and only recommended where an update was required and an change took over would be of benefit to us. He didn't try and oversell or sell for the sake of it and all recommendations were in line with our requirements.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I was happy with everything Darren did.

Review from verified client

March, 2017

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 how best to invest our money, and latterly, how to adequately fund our retirement.

How has Darren Pickersgill helped you?

Darren used his expertise and experience, to guide us in our investment and forthcoming retirement plans.

Have you seen the outcome you were hoping for?

Yes. Thus far, we are very happy with the progress our investments have made.

What could they have done better?

Darren has no obvious weaknesses.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

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

My husband and I purchased our first home together so needed to arrange the relevant protection. On selling this house we contacted Darren again to discuss our options for future cover.

How has Darren Pickersgill helped you?

Darren discussed our needs with us to identify where he could help. After an initial meeting Darren contacted us again to review his findings and to discuss the policy in detail.

Have you seen the outcome you were hoping for?

Yes - Darren's recommendation was clearly discussed and we felt happy to go with the product as it suited our needs.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in Yorkshire

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

We required help and advise in choosing life cover / critical illness insurance.

How has Darren Pickersgill helped you?

Darren was very thorough in the information taken from us in order to gain a good understanding of exactly what we needed within our budget constraints. He gave us a professional, transparent service breaking down information when required to ensure we had a full understanding of exactly what the cover included.

Have you seen the outcome you were hoping for?

Without the help and advice provided we would have struggled to find the right product for us, having had no previous experience in these types of financial markets.

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

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

I needed to update old policies and find out whether they were still suitable.

How has Darren Pickersgill helped you?

Darren did lots of research and helped me to find the right products for the future.

Have you seen the outcome you were hoping for?

Yes.

Darren's reply

Many thanks Tommy. I look forward to reviewing them with you both later in the year. Thanks for using my service, Regards Darren

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

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

Our previous financial adviser sold the business to Darren.

How has Darren Pickersgill helped you?

His advice and knowledge of the markets are very good. He took time to explain everything to us, and what would benefit our situation.

Have you seen the outcome you were hoping for?

It's early days for our investments but Darren has been very helpful in guiding us and we look forward to the outcome.

Darren's reply

thank you John & Joyce for this. I look forward to meeting with you again later this year and to building a long term relationship with you. It is early days for what we have done, but I will assist with that and other areas on an ongoing basis. Many thanks again. Regards Darren

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in West Yorkshire

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

Initially, we wanted to save on a regular basis for the long term and we wanted some advice on where to invest the money rather than leaving it in a bank account. Then, on retirement we needed some further advice on how to use some lump sums.

How has Darren Pickersgill helped you?

Darren advised us not only on the lump sums but also spoke to us about making a will and life assurance too. He would patiently explain the various options so as to help us make decisions. He was very thorough and therefore gave you confidence in his advice.

Have you seen the outcome you were hoping for?

Yes, we have seen a rise in our investments. We feel happier that someone with the knowledge of the markets is guiding us rather than us attempting to go it alone and possibly making some big mistakes.

What could they have done better?

Cannot think of anything.

Darren's reply

Thank you Mary for the lovely feedback. It has been a pleasure working with Chris and yourself over the years and I look forward it that continuing ! Regards Darren

Review from verified client

December, 2016

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 sure our investments were working for us in the most efficient way.

How has Darren Pickersgill helped you?

He made an analysis of our current investments and provided an alternative product.

Have you seen the outcome you were hoping for?

Yes.

Darren's reply

Thanks Jane. I look forward to providing further advice that we discussed in the near future. Best wishes. Darren

Review from verified client

December, 2016

Overall

Advice

Service

Value

Based in Yorkshire

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

I needed advice about setting up pension fund.

How has Darren Pickersgill helped you?

Within 24 hours of emailing Mr Pickersgill contacted me with some dates to meet. The meeting was intended to discuss my needs and working arrangements for the future. His responses were swift.

Have you seen the outcome you were hoping for?

We have arranged to meet within a couple of months.

Darren's reply

Thank you Mr Aziz. These are your first impressions as we haven't met yet. I look forward to meeting you in the new year. Regards Darren

First impression from a user who is not yet a client

December, 2016

Overall

Please provide a brief comment about your experience with Darren

Professional, clear, well briefed.

Darren's reply

Many thanks Dominic, it was great to meet you. You have sent me what you want me to do for you and I have highlighted the costs/time to do this. Best wishes. Darren

First impression from a user who is not yet a client

November, 2016

Overall

Please provide a brief comment about your experience with Darren

We spoke to arrange a meeting and what information Darren required . He was really helpful.

Darren's reply

thanks Jane. I look forward to working with you both. Regards Darren

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in West Yorkshire

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

I was advised to take financial advice by my employer and they invited Darren's firm into the school.

How has Darren Pickersgill helped you?

Darren has helped me to understand the importance of financial planning and the possibilities open to me. He has also given me good advice for investments year on year. Darren helped me sort out all my different accounts and helped me rationalise them, even down to telling which bits of paper to keep and which to throw away!.

Have you seen the outcome you were hoping for?

Yes, despite the financial climate at the moment.

What could they have done better?

Can't think of anything.

Darren's reply

Thanks Anne. I look forward to working with you and achieving your goals for many more year to come! Best wishes Darren

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in West Yorkshire

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

Inheritance issues.

How has Darren Pickersgill helped you?

Gave advice and set up systems.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Very satisfied with Darren's work on my behalf

Darren's reply

thanks Margaret, it has been great working with you over the years !

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in

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

Pensions maturing.

How has Darren Pickersgill helped you?

Advised on the best options and dealt with the pension companies.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Darren's reply

thanks Arthur. It was great to meet you both. Best wishes Darren

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in

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

I was recommended to Mr Pickersgill by my previous adviser who retired from the profession.

How has Darren Pickersgill helped you?

Darren helped greatly by looking at my pensions , understanding my needs, and recommending my options. Darren explained everything without complicating jargon.

Have you seen the outcome you were hoping for?

I was really happy with the outcome of my pensions and the options open to me.

What could they have done better?

I was more than happy with Darren's advise. I was completely happy with the office where our meetings took place, and the relaxing way our meetings were constructed.

Darren's reply

Many thanks Julie, it was a pleasure to assist you and many thanks for the review. Best wishes Darren

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

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

I received a lump sum and required advice on how to invest it.

How has Darren Pickersgill helped you?

He advised on a range of investment options that offered decent returns at managed risk.

Have you seen the outcome you were hoping for?

So far the investments are doing well.

What could they have done better?

Everything was clearly explained in a very professional way Nothing I can think of that needs doing better

Darren's reply

thanks Andy for the review. I look forward to reviewing with you next year. Best wishes. Darren

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

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

I wanted to look at consolidating my pension plans and was referred to Darren.

How has Darren Pickersgill helped you?

We had a meeting, he talked through his approach and fees and he set about researching my existing plans. When this research was all concluded he talked to me on the phone and then we meet to discuss the findings and finalised the transfer of several, but not all, of the plans.

Have you seen the outcome you were hoping for?

Absolutely. I know the ones left where they were, was the right advice and similarly with the ones we moved, it was right to do so.

What could they have done better?

nothing, all was clear including charges on the new plan, fees taken and when and he delivered what he said he would, when he said he would do it

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

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

Need for professional financial advice.s.

How has Darren Pickersgill helped you?

Set up is a and sorting pension.

Have you seen the outcome you were hoping for?

Due to brexit iwasn,t expecting much and was pleasantly surprised.

What could they have done better?

Happy with what was done and made another appointment

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

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

Recent retirement and investment opportunities.

How has Darren Pickersgill helped you?

He spent time understanding my needs and explained things in a way that I could understand. He gave me confidence in investing my money. It is easy to contact him and the appointments always suit my schedule.

Have you seen the outcome you were hoping for?

I felt that the recommendations met my needs and positive about my investments. The help I recieved with my pensions was beneficial.

Darren's reply

thank you Mary for the review, it was a pleasure meeting and helping you. See you next year ! Regards Darren

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

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

I had some spare finances & was looking for growth prior to my retirement.

How has Darren Pickersgill helped you?

He was able to find various wrap isas which I was happy with & l look forward to receiving further advice coming up to my impending retirement.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I am fairly new to this type of advice so at this stage am unable to suggest what could have been done better

Darren's reply

thank you Steve for the review. I look forward to reviewing with you on an ongoing basis. Best wishes Darren

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

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

We had funds that needed investing wisely, in order to secure a sound financial future, and a stress-free retirement.

How has Darren Pickersgill helped you?

Darren used his experience and knowledge to carefully advise us of our options, thus enabling us to make the correct decisions.

Have you seen the outcome you were hoping for?

Definitely! We are now enjoying a happy and rewarding retirement, secure in the knowledge that Darren is always there to oversee our financial situation, and suggest any changes, should he deem them to be appropriate.

What could they have done better?

Difficult for us to suggest any improvements for Darren, we have always been one hundred percent satisfied with his performance for us. We greatly appreciate everything that he's done for us in the past, and look forward to a continuing friendship and business relationship with him in the future.

Darren's reply

thank you Mel. It has been a pleasure advising you over the many years we have known each other.

First impression from a user who is not yet a client

June, 2015

Overall

Please provide a brief comment about your experience with Darren

Quick to respond - very helpfull

Darren's reply

Many thanks, I always try to help and gather an understanding before any meeting. I hope to hear from you again Roy.

First impression from a user who is not yet a client

February, 2015

Overall

Please provide a brief comment about your experience with Darren

First impression from a user who is not yet a client

November, 2014

Overall

Please provide a brief comment about your experience with Darren

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Darren Pickersgill helped you?

I have known Darren for many years now and he has always dealt with me in a polite, efficient and professional manner. We meet regularly to review and alter investments as necessary and have done trust and inheritance tax planning and all have performed well over the years.

What could they have done better?

nothing

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Darren Pickersgill helped you?

Darren is very thorough and patient. He is professional in his approach but also has a good sense of humour. He is easy to talk to and is happy to spend as much time as you need to understand his recommendations. He is punctual and reliable and a pleasure to know.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Darren Pickersgill helped you?

Darren is prompt to meetings, always contacts us when he says he will and keeps in touch regularly on e mail and phone. Fee based advice which is what we wanted and we know where we are with them. Fees are fair. Advice is easy to understand and he goes over things each time we meet.

First impression from a user who is not yet a client

September, 2014

Overall

Please provide a brief comment about your experience with Darren

Clear, no pressure

Review from verified client

July, 2014

Overall

Advice

Service

Value

Based in Gwynedd

How has Darren Pickersgill helped you?

Very thorough adviser. Explains everything very clearly. He provided lots of information regarding savings and investments, and I never felt pressurised in any way. I would recommend Darren Pickersgill as an outstandingly conscientious and thorough financial adviser.

What could they have done better?

I could not fault the work that Darren Pickersgill did for me, and was very pleased with the advice given.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Darren Pickersgill helped you?

I AM HAPPY WITH DARRENS SERVICES AS HE KEEPS ME WELL INFORMED OF WHAT IS HAPPENING

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Darren Pickersgill helped you?

I have known Darren for a number of years now & he has always given excellent advice, when he arranges to meet he is always on time & if for any reason that he may be held up will always phone to let us know. Darren reviews our portfolio on a regular basis & communicates well by regular e mail or by phone,he is very efficient & I would not hesitate to recommend him to both family & friends.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Darren Pickersgill helped you?

Dareen is so good at making us understand in plain english what we could never grasp on our own.He is very pleasant and always puts you at your ease. We would recommend him highly. Thanks Darren for all you do for us

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Darren Pickersgill helped you?

Darren was very informative and explained things very clearly with the benefits of all policies and informed me of things that I was not aware of for me to be able to make a decision which was best for me and my circumstances. I would not hesitate to recommend Darren or be in touch with him again for further advise when my circumstances change for me again in the near future. I was also able to get recommendations from him for other people that could help me in other finance areas ie - mortgage/wills. An evening appointment was able to be booked to work round me which was a plus for me when I have a young family.

What could they have done better?

continue to do the same

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Darren Pickersgill helped you?

Researches investment opportunities

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Darren Pickersgill helped you?

We have known Darren for some years and we meet regularly to review various investments and trusts set up. He is always polite and smart and punctual. We feel the advice given has always been in our interests and have been happy with the service given. We have recommended him to friends and family and they have done business with him. He returns calls promptly and is always available to discuss matters whenever we need him.

What could they have done better?

nothing - more than happy with what he does already

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Darren Pickersgill helped you?

Darren makes sure that we have regular contact and offers up to date advice on the issues which are of most importance to me, especially inheritance tax planning. He is always willing to research the markets for "best buys" for investments and insurances.

What could they have done better?

Nothing immediately comes to mind

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Darren Pickersgill helped you?

Keeps in touch with us regularly. Always responds immediately when we contact him. Explains things clearly in jargon free language (where possible!)

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Darren Pickersgill helped you?

Darren has provided my wife, Anne, and I with a first class service int erms of financial advice and planning. His support has been invaluable in helping us both plan and manage our affairs leading up to and during our retirements from banking and education. We both recognise the high levels of integrity and the personable approach which Darren exhibits in all of our dealings. We would have no hesitation in recommending his services to others.

What could they have done better?

N/A

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Darren Pickersgill helped you?

Darren is knowledgable, friendly and puts you at ease. He is not afraid to tell you 'how it is' and to gives you sound advice. The slightly lower scores for advice and vim are purely because we are at the beginning of some longer term investments, so it remains to be seen how successful they will be. However I have no worries at this stage.

What could they have done better?

Nothing at this stage.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in South Yorkshire

How has Darren Pickersgill helped you?

Needed a review of life insurance policy and Darren was very knowledgable on current market products that were available. Advice was informative and easy to understand which helped me to make the decision. All aspects of communication was dealt with quickly and efficiently and I was pleased with the overall service.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Darren Pickersgill helped you?

Darren quickly grasped my changing financial position and attitude to risk. He advised and explained well and did not pressure me into buying products or investing in companies I did not feel comfortable with. His service is very professional and he is a very pleasant and understanding person. He shows great patience and is very easy to talk to.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Darren Pickersgill helped you?

Darren was quick to respond and did the job in a timely manner

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Darren Pickersgill helped you?

Darren has a clear and straightforward manner and is easy to talk to and on hand anytime to answer questions I have. My affairs were complex and we met 4 times before plans were set up and we review the investments and my planning at least twice a year. He is prompt, efficient and highly knowledgeable in his field and I value the relationship we have and he has been recommended to family who are dealing with him at the moment.

What could they have done better?

Nothing.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Darren Pickersgill helped you?

Offers friendly, honest and informative advise.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in North Humberside

How has Darren Pickersgill helped you?

Knowledgeable, trustworthy and easy to talk to. Highly recommended.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Darren Pickersgill helped you?

Darren originally advised us on inheritance tax issues, since then He's become our IFA and we've grown to like and trust him, both as a person and with regard to the advice he gives. He's understood our situation, our attitude to risk, explained his recommendations well and the costs and charges involved. He offers a very professional and value for money service.

What could they have done better?

Nothing !!

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Darren Pickersgill helped you?

Darren was helpful in advising us which company was the best for us for the annuity. He is friendly, approachable and deals with any issues promptly.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Darren Pickersgill helped you?

Combines business like efficiency,for example all data to hand at appointments,prompt,good communicator with friendly,open nature..

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Darren Pickersgill helped you?

Darren always gives clear advice and explains all the options in a thoroughly professional manner, in terms which are easy to understand for me as a client . I am also impressed by how responsive he is in providing support and giving a prompt reply to any questions. Andy, west yorks

What could they have done better?

Nothing I can think of

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Darren Pickersgill helped you?

Darren gave me a full explanation of what to expect and was extremely patient and detailed in his information. I already knew Darren through networking, therefore trust him implicitly with my financials however he was still very professional despite knowing each other. To add to this, he saved me money as well as increasing my cover! I have since referred Darren to my parents who have been really impressed with his professionalism, service and expert knowledge.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Darren Pickersgill helped you?

Darren is vastly experienced in the field of financial services. He readily advises on all relevant issues, and takes the time to ensure that his explanations are fully understood. He can cover all aspects, in some depth, and inspires confidence from both myself and my wife. He is always friendly, approachable, sociable, and punctual. He is totally trustworthy and honest, and will inevitably earn far more for us from our investments, than the fees which we pay him. In short, Darren is not only our financial advisor, he has now become a close and valued friend.

What could they have done better?

Darren is totally committed to providing a good service, hence, we have no complaints or criticisms to make.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Darren Pickersgill helped you?

Darren has always been on hand to assist with my parents financial needs

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Darren Pickersgill helped you?

Very professional focusing on what I need. Advised products which suited my circumstances and my low risk propensity. Kept in touch and answered my questions thoroughly. Strong service both before during and after our meetings. Straight forward and plain speaking.

What could they have done better?

Sounds daft but he should grow his hair a little - first impressions.