Top Rated Firm 2026
367 reviews | 3 verified advisers
Review for Daren Wallbank
What could they have done better?
I don’t think they could have improved our outcome. We are incredibly satisfied with the advice given and the performance of our investments.
What were the circumstances that caused you to initially look for a financial adviser?
Our previous investment advice was very poor and we found out about Daren from friends on Facebook some years ago and we’ve been incredibly happy with Daren’s advice, which has helped our investments and finances tremendously.
How has Daren helped you?
His advice on investments was brilliant and the performance of our investments, compared to our previous financial advice, was incredible! His advice on our personal finances was also spot on and easy to understand, with no jargon or industry speak. We have both been really impressed with Daren and have recommended him to many of our friends.
Have you seen the outcome you were hoping for?
Yes
Review for Catriona Bryden
What could they have done better?
Stay as you are, our accountant is very pleased with you
What were the circumstances that caused you to initially look for a financial adviser?
Our old adviser was retiring and he arranged the transfer
How has Catriona helped you?
Very easy to talk to and concise in her recommendations
Have you seen the outcome you were hoping for?
Yes
Review for Daren Wallbank
What were the circumstances that caused you to initially look for a financial adviser?
Guidance
How has Daren helped you?
Very approachable and always advising us well
Have you seen the outcome you were hoping for?
Yes
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?
Receiving inadequate advice from another financial adviser.
How has Daren helped you?
Yes, Daren has been outstanding.
Have you seen the outcome you were hoping for?
Yes.
Review for Daren Wallbank
What could they have done better?
There is an assumption that I have the same computer equipment as most people. I don't. Most businesses make the same assumption. But this has been addressed.
What were the circumstances that caused you to initially look for a financial adviser?
Simply the requirement for financial advice regarding pensions
How has Daren helped you?
Advice and setting up of pension and savings
Have you seen the outcome you were hoping for?
Yes
