What our clients say
Post divorce, I needed to transfer pensions and look at my financial position overall. I needed Darren to look at moving a pension post divorce. He came out to my home in the evening to make it easier to go through my paperwork and fit in with childcare. He was very patient and spent a lot of time going through all my paperwork to help me make sense of my financial position. Yes, Darren was helpful, accommodating, approachable and easy to understand
Planning retirement, seeking advice for investment plans for saving. commenced cash ISA & 2 individual investment plans, consolidated several pension schemes into a SIPP to enable us to draw an income from pension in the future that is fully accessible. Too early to say as yet, only just set the plans up, but Darren plans to review these with us every 6 months.
Financial overview of portfolio & retirement planning. Comprehensive and sound advice review & analysis. In process
Retired with lump sum payment and looking to invest. Understood our needs and always explained everything. Am happy with the advice given and have seen our finances improve
I have a mortgage with no cover. Darren helped me with my protection needs. yes it was excellent.
I felt my pensions and investments were in the wrong place, and didn't have the knowledge myself to sort it out.So went to see Darren who could. He gave me the advise I needed, and we then got the required changes to my pensions / investments sorted. I feel that things are now set-up properly for my future income, it is too early from the changes to review the overall performance.
I can't think of anything else Darren could have done, he listened to what I wanted to try and achieve - to be comfortable in retirement. He gave me all the time that was needed, with no rushing or pressure. I felt reassured that I had been given fair and honest advise.
I needed help setting up a workplace pension scheme. Darren was able to recommend an appropriate product, he spent time with each employee and set up the scheme for us.In addition Darren has been able to make other recommendations regarding mortgages and insurances for several staff members which have all been very beneficial. All our staff are happy with the pension arrangements and are comfortable they fully understand how it works for them.
What could they have done better?
Nothing. 100% satisfied with Darren's advice and service
I am a local established accountant with my own established accountancy practice Renshaw CCA in Altrincham and wanted to speak to a financial adviser. He helped me deal with my personal pension and auto enrolment obligations. Yes , and have no hesitation recommending Darren to my clients.
What could they have done better?
I was more than happy with the service he delivered.
At a point in our life where we wanted to organise our financial matters and start saving and being prepared for our future and family. Darren helped by setting up good cover on life insurance, setting up an ISA for future expenditure and looking at our existing pensions and offering advice on them. Yes, very happy with products and services offered and now have peace of mind that from a financial point of view we are prepared for the future and in case of any emergencies currently.
I needed some advise regarding my pension situation and planning for retirement. Darren was recommended to me by my accountant. Darren gave me excellent advise regarding my pension, mortgage situation and life assurance cover. Darren's advise has already saved me over 200 per month on my mortgage and has given me more confidence regarding retirement planning.
We are independent financial planners offering personal face to face independent advice, tailored to your needs and based on the whole of market. We offer a full financial review service including retirement planning, investments, portfolio planning, protection and all with due consideration to the tax implications. We work on a fee based model, any costs are discussed before they are incurred and the first consultation is without charge. We offer good value in that our fees are typically less than the average Financial Adviser Firm. We firmly believe that good, quality financial advice should be accessible to all!
We believe in ongoing service and support and we will always be there when you need us! Our existing clients are extremely loyal as they recognise the value we bring to their financial planning needs.