Giles's reviews
Reviewed for
Insurance and Protection ( 26 )
Mortgages ( 25 )
Pensions ( 113 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 59 )
Auto Enrolment ( 1 )
Investments and Savings ( 119 )
Pension Transfers - Non Specialist ( 29 )
Inheritance Planning ( 30 )
Long Term Care ( 15 )
Pension Transfers - Specialist ( 18 )
Financial Planning ( 65 )
Financial Mentoring ( 11 )
Financial Coaching ( 5 )
( 5 )
Reviewers' assets
£500k+ ( 31 )
£200k - £500k ( 35 )
£100k - £200k ( 6 )
Up to £50k ( 7 )
£50k - 100k ( 6 )
( 2 )
Review
by a verified client in Berkshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Managing savings coming from abroad when we moved to the UK
How has Giles Warren helped you?
He’s helped us transfer our savings and now manages our portfolio. He also helps us with financial planning for the future
Have you seen the outcome you were hoping for?
So far, so good. But it’s a long term plan
Giles:
Thank you very much for taking the time to write this review. Regards GilesReview
by a verified client in Middlesex
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance and wanted to invest some of it
How has Giles Warren helped you?
General investment, ISA & Pension and financial advice/guidance
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I have no complaints with the service I have received so far
Giles:
Thank you very much for taking the time to write this review - we really appreciate it. Regards GilesReview
by a verified client in Buckinghamshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have used Giles for three years for pension and personal finance planning and investments. During that time, Giles has advised me & my wife on investing for my retirement. The investments have proven to be very profitable and I will continue to trust Giles to care for my pensions and investments.
How has Giles Warren helped you?
As above
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Giles:
Thank you very much to your great review and its been a pleasure working with you. Regards GilesReview
by a verified client in Berkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A review of my financial planning with a trusted and reputable advisor
How has Giles Warren helped you?
Secure my financial planning for retirement with a proactive and trusted knowledge
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Giles:
Thank you for your lovely review Debbie and its always a pleasure working with you. Regards GilesReview
by a verified client in Berkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We previously had an adviser we were not happy with and I think a friend recommended Giles
How has Giles Warren helped you?
Guided us over the years and someone I could turn to after my husband’s passing.
Have you seen the outcome you were hoping for?
Happy with the outcome
What could they have done better?
Nothing really