Daren Wallbank FPFS, Certs CII (MP & ER)
Chartered Financial Planner
I am a Chartered Financial Planner with over 25 years of experience in financial services, property and insurance. I also hold a fellowship with the Personal Finance Society and the new certificate in pension transfer advice.
I pride myself on how easy I am to talk to, and that I am able to empathise to the different circumstances that my clients face. I pride myself on finding solutions to complex financial issues and providing advice to my clients in simple straightforward English.
I set up Ginkgo Financial in 2013, and I am delighted that the clients and advisers that we work with continue to refer Ginkgo to their friends and family, due to us being able to maintain and provide the service that is expected and deserved.
Office Manager and Paraplanner
Having graduated with a degree in Personnel Management in 2002, I worked for a number of years in a generalist HR capacity before specialising in the area of Employee Compensation and Benefits. During my time as the Compensation and Benefits Manager within an International Retail firm, I also picked up the responsibility for the management of the payroll team.
However, in early 2015 with my eldest child shortly due to start school, I took the decision to review my career and what I wanted from it. It was at this time that I met Daren Wallbank and swiftly made the move into the world of Financial Services at Ginkgo, where I have been able to transfer and utilise the skills that I acquired within my previous HR and Payroll roles within my role at ginkgo.
The move to ginkgo was definitely the right one for me, and I haven’t looked back.
Marketing and Business Development Manager
I have been working within the financial services industry since finishing university in 2003, and with Daren at Ginkgo Financial since July 2016.
My role at Ginkgo lies within the marketing and business development of the business. It is also key for me to maintain contact with our advisers, so that they are always kept up to date on the progress of their clients’ cases.
I very much enjoy working at Ginkgo. We have a very friendly, professional and supportive team here, and we all work closely every day to ensure that the expectations of our clients are met.
In my spare time, I love spending time as a family with my husband and children, reading, visiting new places and socialising with friends.
I graduated from university with a Physics degree and then began my career with a large investment bank in London; first as an Equity Research Analyst and later as an Equity Sales Relationship Manager. I decided to leave the City after having my second child and I became a member of the Ginkgo Financial team in August 2017.
Joining Ginkgo Financial has been a very welcome change to my working life and I count myself lucky to now be part of such a friendly, committed and professional team; a team that understands the importance of family and in turn, strives to help its clients plan and provide the best for theirs.
Away from the office, I enjoy exercising and attend classes regularly. I love travelling and have been lucky enough to have the opportunity to travel extensively in the Americas, where I learnt Spanish and volunteered at a children’s charity. More recently, with my husband and our two young children, holidays have been a little closer to home!
Accounting and Administrative Support
I am an ACCA Affiliate, and I have recently joined the Ginkgo Team. I am currently providing accounting and administrative support to Daren.
I find working at Ginkgo a great opportunity for me to learn, develop and build a foundation to become a professional adviser in the area of taxation.
I love the friendly team and it is amazing to be able to work with professionals acting with integrity and providing great customer care with due diligence.