What I Offer…
You need sound, reliable, and proven financial advice and guidance that you can trust. A firm of experienced Chartered Independent Financial Planners who will work with you, put your interests first and plan to improve your financial future.
Over the last 20 years, our financial advice and planning services have helped countless individuals and businesses to make the most of their money. From young people making their first plans together and families planning their retirement, right through to businesses looking to grow and expand – we’ve helped them all.
Whoever you are and whatever you need – we’re ready to talk, listen and help.
Our independent status means that the information and advice that we provide you with is unbiased and fully tailored to suit you and what you need.
Life is a journey – be it the life you spend with your family and friends, or the lifespan of your business. Let us take that journey with you, and prepare you for anything that might be hidden on the road ahead.
We build long-term relationships with our clients based on genuine trust. Our integrity and commitment towards you and your wealth is second-to-none: you always come first.
Why I’m good at what I do…
I have worked with a great variety of different businesses and individuals spanning a wide variety of industry sectors and personal circumstances over the last 20 years, delivering highly informed and pertinent advice while helping them to understand and assess their financial planning needs. My experienced and pragmatic approach enables me to deliver the highest quality of holistic advice and financial planning while recommending the best plans and solutions appropriate to your needs.
As a family man and a keen golfer I appreciate the importance of robust and informed financial advice to help plan for a better quality of life both now and for the long-term. My experience gained as a successful business networker means that I am also fully aware of the current business climate, enabling me to speak with genuine authority about the best way forward to help companies and individuals achieve their financial goals.
I proudly holds Chartered Financial Planner status. In order to achieve Chartered status you must illustrate that you have attained and maintain the highest and most prestigious level of academic attainment and professional achievement. It remains the "gold standard" of excellence and integrity. The Chartered status provides comfort and security for clients, serving as a benchmark for quality and ethical practice. I also holds a degree in business and economics.
I have had my pension reviewed over the last few years but never felt the need to move as I found the whole process too confusing to comprehend. Darren made the whole exercise understandable, financially advantageous and organised the whole process....all I had to do was sign on the dotted line. I would highly recommend Darren to anyone seeking financial advice.