Financial advice without the jargon - Ginkgo Financial Ltd
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Pensions

The freedom to be who you want to be

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Wealth

Planning to realise your dreams

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Protection

A buffer from life's blows

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Succession

Preserving wealth for your loved ones

FINANCIAL ADVICE IN LONDON

Our Specialisms

  • service

    Final Salary Pensions

    Finding the right advice on pension transfers can be intimidating....

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  • service

    Alternative Investments

    An alternative investment is an investment in any asset class excluding stocks, bonds, and cash...

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  • service

    Estate Planning

    Preparing for the inevitable is one of the kindest things we can do for loved ones.

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WORKING WITH YOU

WORKING WITH YOU

Plan towards your goals with Ginkgo Financial

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

  • Why use a financial adviser?

    Few people think twice about using a solicitor or accountant when they need specialist professional advice. We believe that working with a financial adviser should be no different.

  • Our Story

    Ginkgo shares its name with an ancient tree with a story to tell. Its longevity reflects our long term commitment to helping our clients achieve their personal financial goals.

  • Working with you

    Just as there’s no such thing as an average client, there’s no one-size-fits-all financial plan. We’ll work with you to agree an approach that matches your unique personal and business situation.

  • Contact Us

    Give us a call or send us a message

CAN WE HELP YOU WITH ANYTHING?

Ask for a Call Back

Request a Call Back

Request a Call Back

CAN WE HELP YOU WITH SOMETHING?

Verified independent reviews

Read what our clients think

Testimonial Vouched For Widget

Advice you can trust.

Read how our clients rate our advice and about the principles we follow.

 

Ginkgo Financial Ltd. profile

Review from Verified Client

***** 5 out of 5

What were the circumstances that caused you to look for a financial adviser?

I sought advice from Daren 10 years ago because I was concerned that my portfolio was not being actively managed by my existing adviser.

How did Daren help you?

Daren confirmed that my portfolio had been mis-managed for some years and that I had been paying excessive hidden fees. He moved everything into a platform in a tax-efficient way and explained all costs, risks and potential rewards very clearly. He has continued to actively manage my investments as well as advise on my pension, personal and business taxation and property holdings.

Have you seen the outcome you were hoping for?

100%. Daren has been able to balance the performance of my portfolio (which is considerable better than when he took over) with using it to achieve my personal goals. His advice is clear, accessible and jargon-free and backed by flawless service from the whole Ginkgo team.

What could they have done better?

Nothing.

Review from Verified Client

***** 5 out of 5

What were the circumstances that caused you to look for a financial adviser?

We needed advice that would enable us to invest excess equity into the right investments.

How did Daren help you?

Daren spent time with us asking what we were hoping to achieve with our investments. He also then gave us the choice of risks, areas and returns that suited us best. He also secured property with Trust fund advice. With Daren’s help and advice on inheritance laws and tax we made our wills with confidence.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Daren has given us excellent service and the office staff have always been very helpful and friendly. Would recommend Daren and Ginkgo Financial Services.

Review from Verified Client

***** 5 out of 5

What were the circumstances that caused you to look for a financial adviser?

1.I had left employment and set up a business and wanted a pension plan. 2. I needed to remortgage our home as the fixed term had expired. 3. Moving my last employment pension plan that was not performing particularly well to a high performing one.

How did Daren help you?

Daren and his mortgage broker effectively advised on all of the issues fully explaining the impact of the actions that were proposed. The service is always of a high quality and bespoke to me.

Have you seen the outcome you were hoping for?

For all three issues I have achieved the outcome I was looking for.

What could they have done better?

Difficult to say how the service could have been improved. The high quality of service has been maintained by the use of MS Teams in lockdown.

Review from Verified Client

***** 5 out of 5

What were the circumstances that caused you to look for a financial adviser?

I co-own a production company and Daren has helped set up our pensions, insurances, investments and wills.

How did Daren help you?

He clearly explained everything we need and what we should invest in, he made it easy to understand and straight forward.

Have you seen the outcome you were hoping for?

We have seen a good outcome with Daren’s recommended investments and pensions.

Review from Verified Client

***** 5 out of 5

What were the circumstances that caused you to look for a financial adviser?

Pension, auto enrolment, insurance, shareholders protection

How did Daren help you?

Daren is extremely helpful, knowledgeable and approachable. He talked us through all the processes and made everything understandable and straight forward. Really great customer service from the whole team too.

Have you seen the outcome you were hoping for?

Absolutely

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WHERE WE ARE

0207 078 8683
2 Delacourt Road (Unit 1)
Blackheath Royal Standard
London, SE3 8XA


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