***** 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
Review from Verified Client
***** 5 out of 5
What were the circumstances that caused you to look for a financial adviser?
I needed an income to pay for my wife’s care home costs.
How did Daren help you?
Daren has been a tower of strength and knowledge. He is extremely knowledgeable and has looked after all aspects of financial planning in turbulent times. I am very happy with the care and expertise given to me.
Have you seen the outcome you were hoping for?
He has maintained my income in difficult times. He has never over promised and under delivered.
Review from Verified Client
