Giles's reviews
Reviewed for
Insurance and Protection ( 25 )
Mortgages ( 25 )
Pensions ( 87 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 41 )
Auto Enrolment ( 1 )
Investments and Savings ( 90 )
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 ( 24 )
£100k - £200k ( 6 )
( 1 )
£50k - 100k ( 5 )
Up to £50k ( 6 )
Review
by a verified client in Berkshire
10 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
11 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
17 days 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 GilesReview
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Life Assurance Income protection Consolidation of multiple pensions
How has Giles Warren helped you?
As above plus Opt-out of new work pension into my SIPP set up by Giles
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/a
Giles:
Thank you for your great comments and we will be back in touch with you very soon. Regards GilesReview
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidating pensions and helping with planning for future retirement.
How has Giles Warren helped you?
Giles has helped me by explaining financial information in easy to understand terms. He has helped myself and my husband consider our future options to provide for our family and reach a comfortable retirement. Giles is always very up to date with his financial knowledge in the current markets and global conditions.
Have you seen the outcome you were hoping for?
Have been very satisfied
What could they have done better?
Nothing
Giles:
Thank you very much to taking the time to write this great review. Its been a pleasure working with you. Thanks Giles