Giles Warren

What were the circumstances that caused you to initially look for an adviser?

Planning for retirement

How has Giles Warren helped you?

Been very clear on how to maximise returns/ risk factors etc

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

What were the circumstances that caused you to initially look for an adviser?

I wanted advice which would maximise the returns from my investments better than I would be able to do myself

How has Giles Warren helped you?

Giles has provided advivce which has maximised the returns from my investments better than I would be able to do myself

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

I had inherited an amount of money and needed some advise.

How has Giles Warren helped you?

He has given honest, professional advise. Advising me of the different options available and how I could invest the money but also the risks involved.

Have you seen the outcome you were hoping for?

I have been very pleased with the outcome year on year.

What could they have done better?

I my opinion they do everything they can to advise, support and they are very caring too.

What were the circumstances that caused you to initially look for an adviser?

When approaching retirement, to rationalise a variety of pensions and savings we held. To reinvest in ways to provide a reliable income in the future using methods to suit our personal attitudes to risk.

How has Giles Warren helped you?

Following retirement to regularly review the plan and modify as required to suit changing needs. To advise and facilitate financing of demands for larger projects outside everyday living expenses. Over the years this has included re-mortgaging, setting up pension funds, ISA's and most recently an annuity.

Have you seen the outcome you were hoping for?

Yes.

What were the circumstances that caused you to initially look for an adviser?

PENSIONS AND LATER LIFE FINANCIAL GUIDANCE

How has Giles Warren helped you?

GILES IS NOT ONLY OUR TRUSTED FINANCIAL ADVISOR BUT A FAMILY FRIEND WITH OUR BEST INTERESTS AT HEART FOR NOW AND THE FORESEEABLE FUTURE .

Have you seen the outcome you were hoping for?

ABSOLUTELY!

What could they have done better?

THERE IS NOTHING THAT COULD HAVE BEEN DONE BETTER FROM ANY ASPECT.