Reviewed for
Insurance and Protection ( 24 )
Mortgages ( 25 )
Pensions ( 82 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 37 )
Auto Enrolment ( 1 )
Investments and Savings ( 85 )
Pension Transfers - Non Specialist ( 24 )
Inheritance Planning ( 26 )
Long Term Care ( 11 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 41 )
Financial Mentoring ( 10 )
Financial Coaching ( 4 )
( 2 )
Reviewers' assets
£500k+ ( 25 )
£200k - £500k ( 22 )
£100k - £200k ( 6 )
( 1 )
£50k - 100k ( 5 )
Up to £50k ( 4 )
Review
by a verified client in Berkshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Giles has been my Adviser for a number of years and has always been available if I had any questions to raise
How has Giles Warren helped you?
If I have needed urgent questions, Giles has always been available to help
Have you seen the outcome you were hoping for?
Very satisfied
What could they have done better?
Nothing Giles could have done better with his meetings and advice for my pensions.
Giles:
Thank you for the great review - and it's been a pleasure working with you. Regards GilesReview
by a verified client in Buckinghamshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I think its important to take advice from and employ experts, especially where finance planning is concerned.
How has Giles Warren helped you?
Giles has clearly explained my financial position at this time and made recommendations for my future financial plans.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am satisfied that the service & advice I recieve can not be bettered
Giles:
Thank you for the great review Martin and it's always a pleasure working with you. Regards GilesReview
by a verified client in Somerset
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommended
How has Giles Warren helped you?
Sensible investment advice
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Nothing
Giles:
Thank you for taking the time to write this review. 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?
Pension advice
How has Giles Warren helped you?
He has given me superb,professional advice, making the most of my pension funds.
Have you seen the outcome you were hoping for?
Yes, I would have been lost without his sage advice and clear explanations of options and risks.
What could they have done better?
Nothing
Giles:
Ali - thank you for taking the time to write this great review and it's been a pleasure working with you and of course Buddy. Regards GilesReview
by a verified client in Surrey
a month ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Seeking advice re pensions
How has Giles Warren helped you?
Giles has been able to explain all of the options available to me
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing; Giles is always responsive and well informed
Giles:
Thank you for taking the time out to write this great review Marian. I really appreciate it. Regards Giles