Giles Warren

Giles Warren

Giles Warren Financial Ltd

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 Giles
Review

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 Giles
Review

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 Giles
Review

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