Why use a financial adviser?

***** 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.

***** 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.

***** 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

***** 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.

***** 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.