Darren's reviews
Reviewed for
Insurance and Protection ( 41 )
Mortgages ( 26 )
Pensions ( 104 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 64 )
Investments and Savings ( 123 )
Pension Transfers - Non Specialist ( 22 )
Inheritance Planning ( 33 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 48 )
Financial Mentoring ( 14 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 30 )
£100k - £200k ( 19 )
Up to £50k ( 17 )
£50k - 100k ( 12 )
Review
by a verified client in Cornwall
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on our investments he has been above helpful
How has Darren Bilkey helped you?
As above
Have you seen the outcome you were hoping for?
More than pleased with his advise
What could they have done better?
Nothing
Darren:
Thanks for reviewing my service it's much appreciated. As always if there's anything more we can do please let us know.Review
by a verified client in Cornwall
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had an inheritance
How has Darren Bilkey helped you?
Advised the correct way to invest my money
Have you seen the outcome you were hoping for?
Under some of the world upheavals it’s has done well
What could they have done better?
Darren is available for help if I need it. The system has always worked well for me.
Darren:
Thanks for taking the time to review my service. If there is anything we can do to improve the service you receive please just let us know!Review
by a verified client in Cornwall
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had to plan our short term and longer term financial future.
How has Darren Bilkey helped you?
Darren took over from our previous (retired) financial advisor and quickly appreciated our situation and provided us with advice that was entirely appropriate and relevant. He recognises our relative ignorance and gently and carefully explains all he is thinking, supported by a great team and good IT.
Have you seen the outcome you were hoping for?
Yes. At present all going well.
What could they have done better?
Nothing to write here so far.
Darren:
Thanks very much for taking the time to feedback. I'm pleased that you are satisified with the service thus far but if we can improve at all please just let us know! DarrenReview
by a verified client in Wiltshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I came into some money and wanted to invest it to create growth of the capital and provide an income in retirement.
How has Darren Bilkey helped you?
Darren has given sound advice, investing the money across multiple shares options and ISA which has provided growth of capital and enables me to take a regular income once I retire.
Have you seen the outcome you were hoping for?
Yes, there has been growth of income. Darren has given me a better insight to my finances,
What could they have done better?
Nothing
Darren:
Thanks for reviewing my service it is much appreciatedReview
by a verified client in Cornwall
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
retirement and inheritance money - needed advise
How has Darren Bilkey helped you?
Help understanding our investments
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Darren:
Thanks for taking the time to review my services!