Darren Bilkey - Independent Financial Adviser

Independent, unbiased, working for you

Bodmin Rd, Truro, TR1 1BQ Directions

Tel 07891 432348
   Closed today Open Monday 09:00 - 17:00

Why Choose Us?

Professional Advice
Fully Qualified
Local Business

Business overview

I am an Independent Financial Adviser working and living in Truro, Cornwall. I aim to give advice in a way that is clear and easily understood.

I am an Independent Financial Adviser working and living in Truro, Cornwall. I provide independent and unbiased advice to a broad range of individuals including private clients, high net worth individuals and business owners.

I aim to give advice in a way that is clear and easily understood, and have a keen interest in the use of cashflow planning with my clients to bring greater meaning to financial decisions.

In my spare time I enjoy going on holiday, spending time with my family, and playing sport including football.

I provide expert and impartial advice on a range of financial needs including;

✓ Investments and savings of all kinds, whether orientated towards income, capital growth, or both;

✓ Pensions, from accumulating pension savings cost-effectively to managing the withdrawal of funds in retirement in the most tax-efficient way;

✓ Estate planning and inheritance tax mitigation;

✓ Financial protection, including life assurance, critical illness cover and income protection;

✓ Corporate risk management, to ensure the continuity of businesses in the event of the loss of key personnel, and the provision of contingency funds to allow for the purchase of shares in the event of retirement or death.

✓ Mortgage advice, including equity release

Appointments can be made to suit your needs whether that be a home visit, at our offices in St Austell & Plymouth or over the phone.

Call: 07891 432348

Email: darren.bilkey@tomfrench.co.uk

Photos

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Products and services

ANNUITIES

BRIDGING LOANS

BUILDINGS AND CONTENTS INSURANCE

BUY TO LET

BUY TO LET MORTGAGES

CRITICAL ILLNESS COVER

ESTATE PLANNING

FAMILY PROTECTION

FCA REGULATED

FINANCIAL ADVICE

FINANCIAL PLANNING

FIRST TIME BUYER

FIRST TIME BUYERS

INCOME WITHDRAWAL

INDEPENDENT FINANCIAL ADVICE

INHERITANCE TAX PLANNING

INVESTMENTS

KEY MAN INSURANCE

LIFE ASSURANCE & PENSION COMPANIES

LIFE ASSURANCE & PENSION CONSULTANTS

LIFE COVER

LIFE INSURANCE

MORTGAGE ADVICE

MORTGAGES

MORTGAGE PROTECTION

PENSIONS

REMORTGAGES

RESIDENTIAL MORTGAGES

RETIREMENT PLANNING

RIGHT TO BUY

SAVINGS & INVESTMENTS

SELF BUILD MORTGAGES

SHARED OWNERSHIP

SHAREHOLDER PROTECTION

WHOLE OF LIFE COVER

Reviews

investment
5
Darren was very good he made us feel we were doing the right thing just what my mum wonted had all paper work so we could see every thing .As we have never done this before it was very importon for us and our mum to see it all, it was not rush and explained very good he took his time to talk to my mum as she cant here very good and explained it all to her she was well happy .Darren sent us emails every step of the way we think he is the best one we have ever dealt with .Darren complete the work on the time he said he would, he is that good my bother was there and he is sorting out bits for him so he is going to take it out as all I can said is thank you for all what you and your company are doing for my mum we no her money is in safe hands
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Mortgage
5
Darren was absolutely amazing from start to finish, he was friendly, polite and professional but above all listened to exactly what our needs were then found us a great mortgage. I am totally confident he found us the best product available and has continued to be in touch to follow up that all is well. Highly recommended!
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Helped us remortgage
5
Darren helped us remortgage our house and find the right deal for us.
I'd recommend Darren for his professionalism and relibility. He is flexible at fitting in our appointments at times convenient to us.
05 Oct 2017
Thank you Rachel - glad to be of service!
05 Oct 2017
Thank you Rachel - glad to be of service!
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Financial review
5
I contacted Darren because there was no longer any financial advice regarding my investments held in the bank and building society.
Darren took considerable time and thought reviewing my investments and suggested switching some which would possibly yield a more favourable return.
We also discussed the Inheritance tax liability and
Darren recommended a whole of life policy which would provide a lump sum available to my Family to help pay any possible tax liability
Darren is most professional and efficient His Peoples skills are excellent .I have complete confidence in his ability and would thoroughly recommend his services
19 Sep 2017
Thanks Tim - really appreciate the feedback. Look forward to catching up with you soon.
19 Sep 2017
Thanks Tim - really appreciate the feedback. Look forward to catching up with you soon.
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Personal Financial Review
5
I came to a watershed in my life and with my family was reviewing my financial position. Darren was personally recommended to me- and I have found him to be excellent in every area. My financial situation was not simple!! Darren has quietly and thoroughly gone through my whole financial case in a competent and efficient manner. I cannot praise his work enough! Thank you.

Darren checked through all my finances. He considered my future requirements and how these could be most successfully met and then developed an appropriate plan. He explained it all to me in simple terms and then asked how I felt about his suggestions and whether I had any further ideas or requests. This calm helpful approach meant I felt I was in control at all times.

Darren has amalgamated and reviewed everything financial for me; and I await with optimism to see my future finances develop further.

He has been excellent and I really do recommend him to you.
28 Jul 2017
Thanks very much for your kind words - much appreciated!
28 Jul 2017
Thanks very much for your kind words - much appreciated!
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