Callum's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 37 )
Retirement income (annuities, drawdown) ( 37 )
Auto Enrolment ( 1 )
Investments and Savings ( 54 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 22 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 38 )
Financial Mentoring ( 8 )
Financial Coaching ( 3 )
( 2 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 19 )
£100k - £200k ( 10 )
£50k - 100k ( 5 )
Up to £50k ( 1 )
Review
by a verified client in Wiltshire
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance
How has Callum Warner helped you?
Risk profile advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Na
Review
by a verified client in Hampshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to maximise my pension options
How has Callum Warner helped you?
He has given good advice and understands my needs
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Berkshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was prompted to seek an adviser after several of my pensions were frozen and I needed assistance consolidating them.
How has Callum Warner helped you?
Callum Warner has helped me feel much more confident about my financial situation. His guidance has made it easier to understand my options and plan more effectively for retirement.
Have you seen the outcome you were hoping for?
Yes, the outcome has actually exceeded my expectations. My investments have continued to grow steadily, and with Callum keeping a close eye on everything, I feel reassured that my finances are in good hands.
What could they have done better?
Nothing so far—Callum has already explained that he’ll recommend moving the investment to another provider if and when it becomes the right decision, which gives me confidence that he’s staying proactive.
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for the right advise for financial planning, in particular for later life.
How has Callum Warner helped you?
With pension and ISA advice, moving funds to the right place to obtain the best results.
Have you seen the outcome you were hoping for?
Yes I'm happy with the outcome
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wish for advice and input regarding options when investing large sums of money
How has Callum Warner helped you?
Guidance on options for continuing existing investments and considering other options.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No suggestions