0330 038 8941
Based in Windsor
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: February, 2016
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Giles and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 April 2025
Giles and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
36
Recent Client Reviews
Giles has received 36 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Giles has received 36 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 23 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Giles has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Giles has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Giles has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Giles has provided information on their typical fees
Giles has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
13
Positive First Impressions
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Giles (based on 13 first impressions)
92% of users who are not yet clients had a positive first experience with Giles
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Giles (based on 13 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Giles and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 April 2025
Giles and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
36
Recent Client Reviews
Giles has received 36 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Giles has received 36 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 23 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Giles has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Giles has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Giles has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Giles has provided information on their typical fees
Giles has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
13
Positive First Impressions
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Giles (based on 13 first impressions)
92% of users who are not yet clients had a positive first experience with Giles
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Giles (based on 13 first impressions)
We provide a bespoke Financial Planning & Wealth Management Service for Individuals and Businesses who want to plan effectively their own and their family’s financial future. • Based in the Windsor, we specialise in the provision of comprehensive, friendly, and trustworthy advice to a select number of private and corporate clients. • Our clients include professionals and business owners approaching or in retirement, who want review and plan their financial future. • We adopt an approach that extends beyond traditional financial advice - we don’t believe in selling products. Instead we create a bespoke strategy, suited to your circumstances and stage of life or business growth. • Our focus is to establish long-term, trusted relationships. I demystify investments and empower you to make decisions about your future and your finances. Over time I remain committed to identifying any factors that may alter the anticipated outcomes and provide a balanced, realistic view of your situation. I have lived in Windsor for the past 35 years. Outside of work I am a family man with two daughters. I am a keen sportsman having played Rugby for Windsor Rugby Club for many years and an avid Snow Boarder for the past 24 years. It is paramount to me to plan for my family’s future, ensuring we are financially secure and able to achieve our life’s goals. I understand that everyone’s goals are unique and that is why at Giles Warren Financial we tailor our services to meet the needs of each and every one of our clients.
Offers available through VouchedFor
Contact Giles through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Giles's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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