Giles's reviews
Reviewed for
Insurance and Protection ( 26 )
Mortgages ( 25 )
Pensions ( 119 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 64 )
Auto Enrolment ( 2 )
Investments and Savings ( 121 )
Pension Transfers - Non Specialist ( 31 )
Inheritance Planning ( 30 )
Long Term Care ( 15 )
Pension Transfers - Specialist ( 19 )
Financial Planning ( 70 )
Financial Mentoring ( 11 )
Financial Coaching ( 5 )
( 5 )
Reviewers' assets
£500k+ ( 31 )
£200k - £500k ( 36 )
£100k - £200k ( 6 )
£50k - 100k ( 7 )
( 3 )
Up to £50k ( 8 )
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?
n/a
How has Giles Warren helped you?
Giles has supported us with investment and financial planning guidance for many years.
Have you seen the outcome you were hoping for?
Yes
Giles:
Thank you for the lovely review and its a pleasure working with you. Regards GilesReview
by a verified client in Argyll
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement options
How has Giles Warren helped you?
Giles has streamlined our pensions and made them actually work for us
Have you seen the outcome you were hoping for?
Yes
Giles:
Thank you for taking the time to write this great review and its a pleasure working with you. I hope you have lots of fun in your new Scottish home and we'll have to do Zoom calls from now on!Review
by a verified client in Cumbria
19 days 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?
Pension growth, reviews of available options, cash flow forecasting and risk identification and mitigation.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing soecefic
Giles:
Thank you for the great review and its a pleasure working with you. Regards GilesReview
by a verified client in Berkshire
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Issues with an unregulated pension plan sound professional advice was given.
How has Giles Warren helped you?
As above.
Have you seen the outcome you were hoping for?
Still in process which is totally down to me.
What could they have done better?
I can't fault the service I've received at all.
Giles:
Thank you for the great review Vince and its been a pleasure working with you over the years.Review
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?
Total ineptitude on my part regarding financial issues
How has Giles Warren helped you?
Explaining the benefits and terms to my business in a simple and concise manor
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Very little
Giles:
Thank you for the great review and its a pleasure working with you. Regards Giles