Darren Bilkey FPFS, Certs CII (SMP & ER)

Financial Adviser Truro - Darren Bilkey
Darren Bilkey FPFS, Certs CII (SMP & ER)

Chartered Financial Planner

Reviews and Ratings for Financial adviser Darren Bilkey, Plymouth

An Independent Financial Adviser (IFA) in Truro who also holds Chartered Status, Darren offers a range of independent financial advice services including Equity Release to clients in Truro, St Austell, and Falmouth. He also services the wider Cornwall & Devon region. Darren provides a combination of face to face and remote advice to suit his clients needs. Whether you require advice on individual, family, or business money matters, he's here to help.

Darren is well regarded for providing trusted financial advice in a way that is clear and easily understood, helping his clients take away the stress, confusion, and worry of complex financial decisions. His expertise ranges from pensions and investment advice to retirement planning and inheritance tax mitigation.

He particularly enjoys advising clients on how to invest and accumulate wealth for them and their family, and advising retirees on how to best manage their pensions and investments to maximise their standard of living.

Experience and background

Having worked in financial services since 2009, Darren is a very well established Independent Financial Adviser (IFA). Throughout his career he has developed a loyal base of clients through referrals and personal connections, reflecting the high level of ongoing service he provides. Darren holds the status of Chartered Financial Planner, which is regarded as the gold standard of financial planning. He is also a Fellow of the Personal Finance Society making him eligible to use the FPFS designation. His experience in financial services combined with these accolades makes Darren an outstanding performer in his field.

Services offered

  • Savings and investments advice. Whether orientated towards income, capital growth, or both.
  • Pension planning. Including guidance on accumulating pension savings cost-effectively. Plus, managing the withdrawal of funds in retirement in the most tax-efficient way.
  • Corporate risk management. Helping you plan to ensure the continuity of businesses in the event of the loss of key personnel. Making provisions for contingency funds to allow for the purchase of shares in the event of retirement or death.
  • Financial protection. A range of personal and family safety net measures, including life assurance, critical illness cover and income protection.
  • Estate planning. Including inheritance tax mitigation through use of trust structures, investment bonds and whole of life plans.
  • Group employee benefits. A range of employee benefits, including death in service, critical illness cover, sick pay arrangements and permanent health insurance.

Specialist areas

Darren has specialist knowledge in the area of pensions advice, investments, and inheritance tax, including the arrangement of financial planning solutions for high net worth individuals. His clients include private individuals, company directors, professionals, and business owners.

What our clients say

At TFA we seek client feedback via the independent review platform Feefo, which collects real reviews from real clients. You can read all the reviews for TFA by clicking on the Feefo link below.

Client reviews specifically for Darren Bilkey can be found by clicking here

Client reviews for Darren on Google

Simon BromageSimon Bromage
13:56 31 Jan 22
Darren Bilkey from TFA has been our financial adviser for a number of years. He has given us advice on where to invest our money and our investments have performed incredibly well. Recently he has given us his financial expertise covering equity release, which we opted to undertake. His expertise was well informed, and provided us with the information and confidence to make this decision. Without hesitation I recommend Darren Bilkey at TFA, to provide you with good professional financial advice.
Paul AllenPaul Allen
19:18 27 Sep 21
I've been working with Darren for 3 years and he's always been polite and professional, he answers my queries promptly with a great depth of knowledge and experience.
Colin DearingColin Dearing
13:33 27 Sep 21
Always friendly and helpful. Knows what sort of questions to ask to help you work out what you want to achieve and how to do so. Quality advice that has both saved me a fortune and helped to grow investments over the years.
Erin WalkerErin Walker
09:52 29 Jul 21
We have worked with Darren for a couple of years following the retirement of a colleague of his. His care of our finances has always been methodical, and he is excellent at breaking down the financial jargon when needed.We have had 1 meeting face to face and one virtually, there has been no difference in the quality of his work between the 2 mediums.I would certainly recommend Darren to anyone looking for safe, methodical care of their financial future.
Alison DunnAlison Dunn
14:11 26 Jul 21
Darren has given me good advice on investing my inheritance and sorting out my pension for me. It is always easy to get in touch with him and responds quickly to any communications sent to him. He provides clear explanations on what is happening to my investments and I feel confident in trusting the advice he gives me.
michael pascoemichael pascoe
14:05 06 Jul 21
We needed professional advice following redundancy. Darren has helped us to maintain the lifestyle we want. Darren has given us options we would have ben unaware of and moved our money to another provider so we get a better return. We would have no hesitation in recommending him to others.
Ann ZaninottoAnn Zaninotto
17:20 14 Jun 20
Darren first became my financial advisor about 5 years ago, after my original advisor retired.I had known my previous advisor for a long time and was rather uncertain about this change, as we had formed a good working relationship and I am not one for change !Having said all this, on first meeting Darren, I was very impressed with how professional he was, while also being very friendly.He most definitely knew what he was talking about, he was in fact very knowledgeable about investments and pensions.He took over my portfolio , and changed it to a much better investment.He moved money from my bank accounts to even better investments.He changed my husbands pension to a much better one.Now he is looking after us in our retirement, with providing us with a very good standard of living for the rest of our lives, from our pensions and portfolios. Quite a task, but he has it all sorted out.My husband and myself, are extremely pleased with all that Darren has, and is, doing for us, and apart from his professionalism he is a really polite and friendly person, we both like him a lot.He makes understanding things that we would normally struggle with, very easy to understand, which in return gives us both confidence !Darren, is highly recommended by us, I honestly think, we could never of done any better, totally satisfied !!
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To book an appointment with Darren please call 0800 3899 708 or book directly using our booking system below. Please select the type of appointment and his availability will be shown in the calendar for you to choose from.

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Locations covered

Darren is based in Truro but provides his financial advice service throughout a wide area around this base. This includes Cornwall, Devon and London. His service area covers Truro, Wadebridge, St Austell, Liskeard, Bude, Padstow and St Ives and many other towns and villages in this region. You can arrange for Darren to visit you at home, at your place of business place, or another location locally.

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You can contact Darren Bilkey FPFS, Certs CII (SMP & ER) on 01726 72260 or 07891 432348 or complete our enquiry form.

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