Giles's reviews
Reviewed for
Insurance and Protection ( 25 )
Mortgages ( 25 )
Pensions ( 92 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 44 )
Auto Enrolment ( 1 )
Investments and Savings ( 95 )
Pension Transfers - Non Specialist ( 27 )
Inheritance Planning ( 27 )
Long Term Care ( 12 )
Pension Transfers - Specialist ( 16 )
Financial Planning ( 48 )
Financial Mentoring ( 11 )
Financial Coaching ( 4 )
( 3 )
Reviewers' assets
£500k+ ( 27 )
£200k - £500k ( 25 )
£100k - £200k ( 6 )
( 1 )
£50k - 100k ( 5 )
Up to £50k ( 7 )
Review
by a verified client in Berkshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to invest lump sum of OAP.
How has Giles Warren helped you?
With advice on how to deal with this.
Have you seen the outcome you were hoping for?
Mostly.
What could they have done better?
Nothing. My expectations have mostly been met but with various world matter such as Covid, war in Ukraine and Middle East etc, it's not quite what I would have hoped for but Giles Warren has looked after me very well.
Giles:
Thank you for taking the time to write this great review. I really appreciate it. Regards GilesReview
by a verified client in London
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To replace the previous IFA who didn't provide sufficient advice.
How has Giles Warren helped you?
Rebalanced portfolio and help deliver good returns
Have you seen the outcome you were hoping for?
We appear to be going in the right direction for our investment goals
Giles:
Thank you very much for taking the time to write this great review. I really appreciate it. Regards GilesReview
by a verified client in Buckinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband passed away and I needed finance advice
How has Giles Warren helped you?
Giles helped me by providing financial advice including pension planning and saving for the future.
Have you seen the outcome you were hoping for?
I have only invested a couple of weeks ago
What could they have done better?
Nothing
Giles:
Thank you very much for the great review. Regards GilesReview
by a verified client in Cumbria
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning.
How has Giles Warren helped you?
Pension fund management and retirement income planning
Have you seen the outcome you were hoping for?
Yes.
Giles:
Thank you for taking the time to write this brilliant review and its been great working with you both. Regards GilesReview
by a verified client in Berkshire
2 months 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 Giles