***** 5 out of 5
What were the circumstances that caused you to look for a financial adviser?
I needed specific advise regarding the transferring out of a final benefit salary scheme. My usual adviser did not hold the relevant qualifications to give this advice and recommended Daren to deal with it.
How did Daren help you?
Daren met with me online and discussed the implications on the transfer. After taking full details he used the information to establish whether a transfer was the correct move.
Have you seen the outcome you were hoping for?
Yes, Daren established that the transfer could go ahead and the transaction went through at the end of December.
What could they have done better?
Nothing, all went to plan.
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
