Giles's reviews
Reviewed for
Insurance and Protection ( 27 )
Mortgages ( 25 )
Pensions ( 126 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 70 )
Auto Enrolment ( 2 )
Investments and Savings ( 129 )
Pension Transfers - Non Specialist ( 34 )
Inheritance Planning ( 35 )
Long Term Care ( 15 )
Pension Transfers - Specialist ( 19 )
Financial Planning ( 77 )
Financial Mentoring ( 11 )
Financial Coaching ( 5 )
( 5 )
Reviewers' assets
£500k+ ( 35 )
£200k - £500k ( 38 )
£100k - £200k ( 6 )
£50k - 100k ( 7 )
( 3 )
Up to £50k ( 8 )
Review
by a verified client in Berkshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
.
How has Giles Warren helped you?
Ongoing reliable advice.
Have you seen the outcome you were hoping for?
Yes.
Giles:
Thank you for taking the time to write this great testimonial. We really appreciate it. Regards GilesReview
by a verified client in Surrey
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Felt I needed professional advice in an ever changing world
How has Giles Warren helped you?
With so much to do with all my pension and inheritance planning
Have you seen the outcome you were hoping for?
Yes and above and beyond
What could they have done better?
Nothing
Giles:
Thank you for the great review Stu, and it's always a pleasure doing business with you . Regards GilesReview
by a verified client in Buckinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial advice and retirement planning
How has Giles Warren helped you?
Help planning for our retirement. Advice regarding inheritance. New income protection plan.
Have you seen the outcome you were hoping for?
Plans are moving in the right direction
What could they have done better?
No complaints
Giles:
Thank you very much for taking the time out to write this great review of our services. I really appreciate it. 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?
I was approaching retirement and wanted advice on securing an adequate income during retirement.
How has Giles Warren helped you?
He explained my initial options clearly and has continued to give me helpful advice on financial matters now that I am retired.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am happy with the service and advice given.
Giles:
Thank you very much for your great review of our services. 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?
I had recently inherited money from my father's estate.
How has Giles Warren helped you?
Giles has selected investment vehicles with a good track record for growth
Have you seen the outcome you were hoping for?
yes I am pleased with the outcome to date
What could they have done better?
Some advice on tax
Giles:
Thank you for the great review. Regards Giles