What our clients say
I have recommended Darren to several of my clients and he has been extremely helpful to them. As he works independently I can trust him to offer them the best advice. He has also offered his expertise to my colleagues which has benefitted them. I will continue to make use of Darren`s services.
Darren has been an expert source of professional advice which has been invaluable in helping my wife and I make best use of available funds and plan effectively for our future. He has taken time to get to know us, fully understand our needs and provide recommendations based on his experience supported by thorough research of the market. In addition to his professional expertise Darren is always very personable and engaging - able to explain and simplify where appropriate - and makes himself available to suit our schedules
Darren was extremely patient, explaining everything thoroughly to ensure I fully understood. I was really impressed with his professionalism especially as we know each other already. I was made to feel at ease straight away and this is a real talent when discussing potentially sensitive subjects. Darren went out of his way to check the whole market for the best deal for my life cover and saved me money even though the cover has been increased to the amount it should be. Bravo Darren
25 years experience advising wide variety of clients. I provide a comprehensive, personal, professional service, offering advice on areas such as Inheritance Tax, Retirement Planning, Saving and Investing, Protection planning and Equity Release. I work on a fee basis for investments and pension work and fee/commission basis for protection areas, to suit you and the 1st meeting is without cost or obligation.
I can also work on Skype/facetime if you are out of the area.
Listens to clients' needs, portfolio planning, ongoing review service, use of technology.
Empathetic with all clients and Age UK verified.
2plan wealth management investment adviser of the year for 2015 and 2016