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Top Rated Firm 2026

325 reviews | 3 verified advisers

Selection of recent reviews. Read all reviews

Review for Daren Wallbank

January 2026

What were the circumstances that caused you to initially look for a financial adviser?

Setting up own business

How has Daren helped you?

Pension advice and consolidation and better returns. Wills. Business insurance and life assurance

Have you seen the outcome you were hoping for?

Yes. Very good returns

Review for Catriona Bryden

January 2026

What could they have done better?

N/A

What were the circumstances that caused you to initially look for a financial adviser?

Pension advice.

How has Catriona helped you?

Given excellent advice and guidance. She explains things in simple terms that I can understand.

Have you seen the outcome you were hoping for?

Yes.

Review for Daren Wallbank

January 2026

What could they have done better?

Darens advice is always spot on for myself

What were the circumstances that caused you to initially look for a financial adviser?

My previous financial adviser retired and he put me in touch with Daren

How has Daren helped you?

Daren has helped me with constructive clear information with products relevant to me

Have you seen the outcome you were hoping for?

I have seen the outcome I was hoping for

Review for Daren Wallbank

January 2026

What could they have done better?

No real concerns.

What were the circumstances that caused you to initially look for a financial adviser?

Inheriting towards £500k.

How has Daren helped you?

Advised on long term financial affairs. Achieved good yield on investment, particularly considering my risk-adverse instructions.

Have you seen the outcome you were hoping for?

Yes.

Review for Daren Wallbank

January 2026

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

Wanting to be more financially literate and plan for the longer term

How has Daren helped you?

Daren has helped across a whole spectrum of financial products over the years, bringing knowledge and excellent advice.

Have you seen the outcome you were hoping for?

Absolutely!