Giles Warren

Giles Warren

Giles Warren Financial Ltd

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 Giles
Review

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 Giles
Review

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 Giles
Review

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