Top Rated Firm 2026
406 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?
Disposition of various pension funds for optimised benefits to us
How has Daren helped you?
Clear unambiguous down-to-earth advice on all aspects of our finances and their management
Have you seen the outcome you were hoping for?
Broadly yes
Review for Catriona Bryden
What could they have done better?
Nothing that I can think of.
What were the circumstances that caused you to initially look for a financial adviser?
My husband passed away and I needed trustworthy advice for my new financial position.
How has Catriona helped you?
Catriona has explained and helped me with investments and continued returns etc for the future.
Have you seen the outcome you were hoping for?
Absolutely.
Review for Daren Wallbank
What could they have done better?
I'm totally happy with the service so far
What were the circumstances that caused you to initially look for a financial adviser?
I came into some inheritance
How has Daren helped you?
He has set up up various funds to help me build long term investments to secure my future.
Have you seen the outcome you were hoping for?
Yes, so far so good!
Review for Daren Wallbank
What could they have done better?
Daren has been excellent all round and I highly recommend him.
What were the circumstances that caused you to initially look for a financial adviser?
I wanted advice from a professional on how to manage my previous company defined benefit pension which had just matured.
How has Daren helped you?
Daren advised me to take the Cash Equivalent Transfer Value (CETV) from the defined benefit pension and combine it with my then current defined contribution pension into a SIPP. I was very impressed with the service Daren provided, he made the process of combining both pensions straightforward.
Have you seen the outcome you were hoping for?
Yes. The SIPP has performed very well given the risk level I chose. My annual meeting with Daren gives me a clear view of my overall pension and details of my pension withdrawals and tax position. I feel confident with the advice Daren provides on my retirement planning and objectives. I also appreciate the monthly newsletters and market reports he sends, which keep me well-informed.
Review for Catriona Bryden
What were the circumstances that caused you to initially look for a financial adviser?
.
How has Catriona helped you?
.
Have you seen the outcome you were hoping for?
.
