Top Rated Firm 2026
386 reviews | 3 verified advisers
Review for Daren Wallbank
What could they have done better?
Nothing!
What were the circumstances that caused you to initially look for a financial adviser?
Getting divorced and needed advice regarding pension transfers and investing money from sale of house
How has Daren helped you?
He has explained everything in great detail and gave me lots of helpful advice. He supported me with my finances through a difficult time and I felt he and his advisors were always incredibly responsive, helpful and so friendly and kind.
Have you seen the outcome you were hoping for?
Yes
Review for Daren Wallbank
What could they have done better?
I consider my matters to be fairly straightforward so nothing really.
What were the circumstances that caused you to initially look for a financial adviser?
My previous advisor retired and recommended Daren to look after my matters.
How has Daren helped you?
Daren has offered a more modern approach which I have embraced.
Have you seen the outcome you were hoping for?
Absolutely.
Review for Rachael Childs
What could they have done better?
Nothing Rachael is very professional and give good advice
What were the circumstances that caused you to initially look for a financial adviser?
We move from another adviser due to him retiring
How has Rachael helped you?
She has given good advice and support
Have you seen the outcome you were hoping for?
Absolutely
Review for Daren Wallbank
What were the circumstances that caused you to initially look for a financial adviser?
N/A Long Term Client
How has Daren helped you?
Financial Advice
Have you seen the outcome you were hoping for?
Very Positive
Review for Daren Wallbank
What were the circumstances that caused you to initially look for a financial adviser?
Long term client with previous adviser who retired.
How has Daren helped you?
Enhanced my confidence in investing
Have you seen the outcome you were hoping for?
Off and on
