Certificates
Nothing matters more to us than the opinion of our customers. That’s why we’re so proud to have been named as a VouchedFor Top Rated Firm for 2023 and 2022, with Daren Wallbank achieving Top Rated Adviser status since 2021.
Top Rated advisers have received a minimum of 10 clients reviews, a 4.5 star or higher all-time client rating and have passed all the extensive checks that form part of VouchedFor’s fully verified membership. Most importantly, this endorsement comes from the people who matter the most to us – our clients!.
Top Rated Firms have to meet a set of stringent criteria including:
- Inviting 100% of their clients to provide a VouchedFor review
- Achieving a 20% or higher response rate from all review invites
- Hitting a 4.5/5 or higher all-time rating
- Passing a series of additional, discretionary checks on things like our complaints history
This page features a selection of those reviews, along with other proofs of our commitment to providing our clients with exceptional advice and high quality of service.
***** 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
***** 5 out of 5
What were the circumstances that caused you to look for a financial adviser?
I had a sum of money that I wanted to invest and my wife had money invested that was not working well so she wanted to transfer the money to a Fund that would do better.
How did Daren help you?
He listened to our needs and wishes, made a thorough analysis of our finances and gave sound impartial advice on investment funds to see which system would work best for us. He is honest and talks clearly without any financial jargon, which is very reassuring.
Have you seen the outcome you were hoping for?
Yes. Our investments performed 400% better than my wife’s previous investment fund in just 12 months. Over the past 4 years of uncertainty over Brexit the funds have still performed well. The Pandemic caused a major slump in the financial markets but things are now starting to hopefully get back to normal now that Vaccines have been developed and in use in early 2021.
What could they have done better?
No financial systems could have performed in the past year due to the unprecedented events. Daren has been open and honest and could not have done more in the circumstances.
Review from Verified Client
