Giles's reviews
Reviewed for
Insurance and Protection ( 25 )
Mortgages ( 25 )
Pensions ( 89 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 42 )
Auto Enrolment ( 1 )
Investments and Savings ( 91 )
Pension Transfers - Non Specialist ( 26 )
Inheritance Planning ( 27 )
Long Term Care ( 12 )
Pension Transfers - Specialist ( 16 )
Financial Planning ( 45 )
Financial Mentoring ( 11 )
Financial Coaching ( 4 )
( 3 )
Reviewers' assets
£500k+ ( 26 )
£200k - £500k ( 25 )
£100k - £200k ( 6 )
( 1 )
£50k - 100k ( 5 )
Up to £50k ( 6 )
Review
by a verified client in Berkshire
21 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension planning
How has Giles Warren helped you?
Advised on platforms to invest with Tested our appetite for risk and recommended which funds matched that
Have you seen the outcome you were hoping for?
Our pension pot has grown over the years, with the occasional hiccup from pandemic and putin
What could they have done better?
We suggested a less lavish gift at Christmas, give a donation to charity instead
Giles:
Thank you for the great review and next year we'll definitely make a donation to charity instead of sending you Hotel Chocolat at Christmas. Regards GilesReview
by a verified client in Middlesex
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Giles Warren helped you?
Excellent customer service and help with my pension advice
Have you seen the outcome you were hoping for?
Certainly
What could they have done better?
Nothing. Outstanding customer service
Giles:
Thank you for the great review. Regards GilesReview
by a verified client in Berkshire
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A work pension pot that was reaching its efficient taxation ceiling - Personal Protection cap. Early retirement viability.
How has Giles Warren helped you?
Getting specialist pension advice. Translating complexity into simplicity Being engaging, empathic & relatable.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Recently, nothing
Review
by a verified client in Berkshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous adviser was not very proactive. I needed someone with knowledge that I could rely one in a no nonsense manor. Giles knowledge and advice has been invaluable.
How has Giles Warren helped you?
Focus on things I didn't really understand and make me aware of my financial planning and how I stood for my retirement.
Have you seen the outcome you were hoping for?
Yes. Great advice
What could they have done better?
Nothing
Giles:
Thank you very much for the great review and it's always a pleasure working with you. Regards GilesReview
by a verified client in Middlesex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had inheritance money
How has Giles Warren helped you?
Explained investments and getting me a good return on my money
Have you seen the outcome you were hoping for?
Yes so far
What could they have done better?
I am happy with all the aspects of how the firm operates
Giles:
Thank you for taking the time to write this great review. We look forward to helping you with your investments and pensions in the years to come. Regards Giles