Callum's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 34 )
Retirement income (annuities, drawdown) ( 34 )
Auto Enrolment ( 1 )
Investments and Savings ( 49 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 18 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 34 )
Financial Mentoring ( 7 )
Financial Coaching ( 3 )
( 2 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 18 )
£100k - £200k ( 8 )
£50k - 100k ( 5 )
Up to £50k ( 1 )
Review
by a verified client in Hampshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
For financial advice due to retiring
How has Callum Warner helped you?
He has advised us well
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Wiltshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Callum was working for the company l was using before.
How has Callum Warner helped you?
I had no time into looking after my assets.
Have you seen the outcome you were hoping for?
As the current market conditions and Government policies are at the moment. I couldn’t have hoped for much more..
What could they have done better?
To wish for world peace.
Review
by a verified client in Wiltshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Callum became my adviser following the retirement of my previous adviser.
How has Callum Warner helped you?
Ensured my investments are appropriate for my current needs.
Have you seen the outcome you were hoping for?
Although Callum hasn't been advised for too long I am happy with everything so far.
What could they have done better?
Nothing
Review
by a verified client in Wiltshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had to use a pension scheme after financial divorce settlement.
How has Callum Warner helped you?
Reassured mt money is safe and in the right schemes.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Can’t think of anything
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?
Callum inherited my account when the previous IFA retired
How has Callum Warner helped you?
Easily accessible, responsive and a good knowledge of his craft
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing