Giles Warren

What were the circumstances that caused you to initially look for an adviser?

I needed pension planning advice whilst still in full time employment.

How has Giles Warren helped you?

He has skilfully guided me into a retirement package suitable to my situation. In addition Giles constantly monitors the market and available products and gives me sage advice. He is also very patient when I ask silly questions and gives clear answers and explanations of the ramifications of various products.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Barclays Bank were not looking after our funds in the best way

How has Giles Warren helped you?

Explained everything in language we understand. Invested our money in a safe rewarding place

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

There is a lot of digital info which is very difficult for an 85 to understand how to access. My mother has me to deal with it for her, luckily, but could be a challenge otherwise. I am sure Giles would find a way to communicate if I wasn’t able to support.

What were the circumstances that caused you to initially look for an adviser?

To give professional advice on our financial matters continuously

How has Giles Warren helped you?

Giles has been so helpful and very professional with our finances in the last few years. We are so glad that we approached him several years ago. You can always count on a friendly and professional experience with both Giles and Amanda

Have you seen the outcome you were hoping for?

Certainly have, in fact even more so.

What could they have done better?

How can you do better? They are brilliant all round.

What were the circumstances that caused you to initially look for an adviser?

Lack of knowledge re retirement

How has Giles Warren helped you?

Suggested platforms/providers

Have you seen the outcome you were hoping for?

Yes eventually

What were the circumstances that caused you to initially look for an adviser?

Needed advice on investments for best returns

How has Giles Warren helped you?

Gave sound advice on my options

Have you seen the outcome you were hoping for?

Sadly due to global depression in markets, I did not see the returns hoped for.

What could they have done better?

Giles's advice was great, not much more he could have done due to global markets

What were the circumstances that caused you to initially look for an adviser?

My previous advisor lived too far away after we moved house

How has Giles Warren helped you?

Giles has helped us consolidate our investments where appropriate and find funds that aim to deliver my desired level of growth and risk.

Have you seen the outcome you were hoping for?

Somewhat.

What could they have done better?

I would like to see more options other than Tatton which seems to be the go to investment opportunity for Giles.

What were the circumstances that caused you to initially look for an adviser?

Our previous adviser was not very contactable and didn't provide regular updates or reviews so we were looking for a new adviser

How has Giles Warren helped you?

Giles explains everything clearly, arranges regular reviews and is also quick to respond and help with any queries in the meantime

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that we can think of

What were the circumstances that caused you to initially look for an adviser?

I needed to set up a pension plan

How has Giles Warren helped you?

The advisor thoroughly reviewed and audited my circumstances and provided the best solution to fit my needs and future plans for retirement

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Future proofing

How has Giles Warren helped you?

Giles has been our IFA over many years and has provided reliable and sensible advice throughout our changing financial circumstances.

Have you seen the outcome you were hoping for?

Yes.

What were the circumstances that caused you to initially look for an adviser?

My pension was under achieving and I wanted advice on planning for retirement.

How has Giles Warren helped you?

Giles has helped with financial planning working towards retirement and better investments for my pension.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Pensions under achieving

How has Giles Warren helped you?

With future planning and retirement planning

Have you seen the outcome you were hoping for?

So far yes

What could they have done better?

No

What were the circumstances that caused you to initially look for an adviser?

Aggregate different pension plans

How has Giles Warren helped you?

He helped us aggregate different pension plans into one and decide how to invest our pension pot

Have you seen the outcome you were hoping for?

Yes, the investment is providing a very good return

What could they have done better?

Not sure

What were the circumstances that caused you to initially look for an adviser?

forward planning

How has Giles Warren helped you?

general financial advice

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Recommend by a friend

How has Giles Warren helped you?

Kept us fully updated on our portfolio

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure

What were the circumstances that caused you to initially look for an adviser?

Pension management wanted advice for retirement

How has Giles Warren helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

Needing to plan better for my retirement.

How has Giles Warren helped you?

Reviewed my wife and I's pension portfolios after a comprehensive review of our future plans and requirements. Made recommendations based on this.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

nothing readily comes to mind.

What were the circumstances that caused you to initially look for an adviser?

Giles was recommended to me by my former accountant, who is also one of Giles' clients.

How has Giles Warren helped you?

Advised about pensions as an investment.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I don't think so.

What were the circumstances that caused you to initially look for an adviser?

To effectively manage a portfolio to suit our long term needs

How has Giles Warren helped you?

Establish a suitable portfolio and also plan appropriately for what we want to achieve.

Have you seen the outcome you were hoping for?

It appears to be going in the right direction.

What were the circumstances that caused you to initially look for an adviser?

I needed to get my pension affairs in order as I was nearing retirement age. Friends of mine recommended Giles through their own experiences.

How has Giles Warren helped you?

Unlike myself, Giles has embraced technology and uses Teams meetings on a PC. I asked for face-to-face meetings and Giles drove a considerable distance to meet with me at my house. I appreciated that. Having spent two hours discussing my current financial situation and assets etc, Giles produced a personalized plan for me. Giles and Amanda walked me through transferring old pensions into a SIPP, they did everything from start to completion. I have experienced problems login into my investment portfolio website, due to errors. I sent an email and Giles called me within an hour to talk me through the login procedure. Always polite and informative, even while dealing with a technophobe!

Have you seen the outcome you were hoping for?

My investments and pension plan has increased in values.

What could they have done better?

I honestly can't think of anything

Please provide a brief comment about your experience with Giles

A very nice experience. Helpful, understanding and provided great information on various strategies and routes of achieving what I requested. Tks Giles.

Please provide a brief comment about your experience with Giles

I got a next working day response to my initial enquiry which led to a very useful phone call a few days later. Giles is friendly, knowledgeable and I got several ideas and useful bits of insight from the call. We concluded it isn't quite the right time for me to do the full new client on boarding and there was no pushy sales tactics about that.

What were the circumstances that caused you to initially look for an adviser?

Wanted financial advice ready for retirement

How has Giles Warren helped you?

Received good advice on financial planning on pensions and investments including tax advice.

Have you seen the outcome you were hoping for?

Yes it’s been good so see a good return in my investments this year.

What were the circumstances that caused you to initially look for an adviser?

Need to find a new more proactive advisor

How has Giles Warren helped you?

Giles has consolidated my investments and pensions to a ensure they are correctly in place for my retirement

Have you seen the outcome you were hoping for?

Yes. Giles's advice and support has been invaluable. I couldn't recommend him enough. His diligence and quality of advice has given me the confidence to know I'm in safe hands.

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

We wanted to move off-shore investments on-shore.

How has Giles Warren helped you?

He helped us setup our current investment accounts and make full use of our individual ISA allowances. He also offers to review our situation once a year to have an indication of what our current financial planning will afford us in the future.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, to my knowledge

What were the circumstances that caused you to initially look for an adviser?

I needed someone with a great financial knowledge and someone trustworthy who could help and guide me with my pension funds and my savings

How has Giles Warren helped you?

Giles and Amanda have been brilliant from the start. My knowledge of the financial world was very limited but Giles simplified things into layman terms. He has helped investing my pensions under one umbrella and helped invest my money reserves. He also recommended we complete our Wills and helped accordingly. One thing we hadn't thought about was Power of Attorney but these have since been completed.

Have you seen the outcome you were hoping for?

Both my pension plan and investments have seen really good returns financially thanks to Giles's knowledge and expertise. We feel more secure with our Wills and Power of Attorney now in place

What could they have done better?

Giles has been excellent throughout. With Amanda's help any questions or queries we had were answered quickly and efficiently

What were the circumstances that caused you to initially look for an adviser?

I had been with my financial advisors for over 20 years but decided to make a change. I was introduced to Giles Warren by a very reliable third party.

How has Giles Warren helped you?

From the beginning Giles exuded professionalism and was clearly well informed. I was very impressed by his close personal attention to my requirements. He responded to all my questions in a timely and comprehensive manner. He orchestrated the handover of my investments quickly and efficiently. He was able to satisfy my very specific reporting requirements. Although it is early days the new portfolio is doing well in these challenging financial times.

Have you seen the outcome you were hoping for?

Early days but so far I am very satisfied.

What could they have done better?

There were one or two minor issues of little or no consequence which were quickly resolved so overall I am very pleased

What were the circumstances that caused you to initially look for an adviser?

I have terminal cancer so need to get my affairs in order

How has Giles Warren helped you?

He has listened, taken on board my thoughts and ideas and advised accordingly but made sure I was aware of options and pitfalls

Have you seen the outcome you were hoping for?

Yes. Giles has been amazing

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

I wanted to bring together various pensions I had as well as getting advice/help with planning investments etc for the future.

How has Giles Warren helped you?

I received great advice from Giles and he brought all my pensions together as well as opening a stocks & shares ISA.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I don't think anything could have been done better.

What were the circumstances that caused you to initially look for an adviser?

The need for financial advice and planning in forthcoming retirement years.

How has Giles Warren helped you?

Long term financial advice and a family like understanding of our circumstances and all round issues to transition from awork life to retired life in due course.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

Managing investments and savings more effectively

How has Giles Warren helped you?

Yes

Have you seen the outcome you were hoping for?

Yes, but in the context of the current financial climate

What were the circumstances that caused you to initially look for an adviser?

Needed guidance on options

How has Giles Warren helped you?

Advice on investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

We were moving from another financial advisor

How has Giles Warren helped you?

Helping to set up our pensions and investments under a new platform - which gives us greater visibility on how its doing

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

I needed guidance as to how to manage my pension as I have little experience in such matters

How has Giles Warren helped you?

He has explained the options available to me and been extremely patient with my cautious decision making

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am very satisfied with the service that I have received

What were the circumstances that caused you to initially look for an adviser?

I was originally the Lasting Power of Attorney for my mother, once I sold the bungalow and moved her to a Care Home I needed advise on how to make the money work for the length of time mum was going to be in the Care Home. Now I have advise for my own finances.

How has Giles Warren helped you?

He has explored all the best options for my monies/investments. He has explained them, then we discussed it together and I went with what I felt fitted me and my circumstances and his recommendations.

Have you seen the outcome you were hoping for?

Yes most definitely.

What could they have done better?

I cannot think of anything that could have been done better.

What were the circumstances that caused you to initially look for an adviser?

Large pension in an unsuitable fund /investment company.

How has Giles Warren helped you?

In organising my future pension and investments

Have you seen the outcome you were hoping for?

Yes but still on going

What could they have done better?

All dependant on markets

What were the circumstances that caused you to initially look for an adviser?

Advice on investment Wills

How has Giles Warren helped you?

Very helpfull on all subjects as to my future wellbeeing.

Have you seen the outcome you were hoping for?

Up to the present all advice and actions have been satisfactory

What could they have done better?

Unknown

Please provide a brief comment about your experience with Giles

Friendly helpful and explained all throughly

What were the circumstances that caused you to initially look for an adviser?

Pension Planning

How has Giles Warren helped you?

We needed help in pension planning and Giles took great care in understanding our needs and proposing an appropriate way forward.

Have you seen the outcome you were hoping for?

Yes, Giles was very thorough in his recommendations.

What could they have done better?

Nothing springs readily to mind.

What were the circumstances that caused you to initially look for an adviser?

Pension transfers

How has Giles Warren helped you?

Giles and Amanda have been superb to work with, listening to my requirements and concerns and offering clear and suitable advice throughout the process. I will continue to recommend them to family and friends without reservation

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with Giles

very friendly and accommodating

Please provide a brief comment about your experience with Giles

I met with Giles for an initial consultation and fact finding. Giles is clearly knowledgeable and shares his expertise in a straightforward manner. I have some unique requirements and Giles is doing his best to accommodate them. I look forward to meeting with Giles again and trust that he will provide me with sound financial advice moving forward.

What were the circumstances that caused you to initially look for an adviser?

Advice on long term savings

How has Giles Warren helped you?

Kept an eye on market advice in altering investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure

What were the circumstances that caused you to initially look for an adviser?

N/A

How has Giles Warren helped you?

Over many years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

My husband passed away so I needed financial advice on his finances left behind and my finances going forward.

How has Giles Warren helped you?

Good advice given and helps me keep on track of my finances.

Have you seen the outcome you were hoping for?

Yes I have.

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

Needed advice on investment and saving

How has Giles Warren helped you?

Clear, friendly personal advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

What were the circumstances that caused you to initially look for an adviser?

Purchasing my first house 30 years ago and needing advice in relation to mortgages. SInce then, Giles has been my go to guy in relation to all personal financial matters and always delivers.

How has Giles Warren helped you?

Giles has provided advice in relation to multiple personal financial issues. I have a strong understanding of financial issues from my 30 years of working as an accountant in London and find Giles's advice logical, thoughtful, well researched and extremely helpful across many many aspects including mortgages, investments, complex financial planning and pensions and retirement.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Giles is a consummate professional who knows his stuff. I have trusted him with my personal finances for over 30 years. He is open, honest and personable. I am grateful that my finances have been in Giles's careful hands for such a long time. Thank you Giles.

What were the circumstances that caused you to initially look for an adviser?

Planning for future financial security and also supporting children

How has Giles Warren helped you?

Provided information and guidance to help us make informed decisions to lead to better financial returns and security

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

My husband and I were planning to retire and needed advice on pensions, including considering a drawdown plan.

How has Giles Warren helped you?

Giles has demystified the world of pensions for us and given us sound advice, taking account of our circumstances and expectations for retirement. We are now enjoying an income from our drawdown plan.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am entirely happy with the advice and service given.

What were the circumstances that caused you to initially look for an adviser?

I wanted some advice on setting up a company pension and on planning for my retirement

How has Giles Warren helped you?

Giles has given me confidence in my retirement by advising me on my future planning, pensions, and investments.

Have you seen the outcome you were hoping for?

Yes, the advice and planning Giles has given me gives me the confidence my future is achievable

What could they have done better?

I have always

What were the circumstances that caused you to initially look for an adviser?

Planning for the future when we started a family.

How has Giles Warren helped you?

Altering our financial planning to suit our changing needs over the years.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

I was looking for pension and investment advice

How has Giles Warren helped you?

Giles has reviewed my pensions, helped with investing a lump sum inheritance and continues to manage and monitor my investments

Have you seen the outcome you were hoping for?

Yes as I have a plan in place

What could they have done better?

I am very happy with the service received

What were the circumstances that caused you to initially look for an adviser?

The ability to have all our pensions & investments being managed and looked after by one adviser.

How has Giles Warren helped you?

He has helped us consolidate our pensions & investments and strategically invest for the future.

Have you seen the outcome you were hoping for?

Yes, very much so.

What could they have done better?

Nothing. We are very happy with the service and advice.

What were the circumstances that caused you to initially look for an adviser?

Investments and future finacial requirements

How has Giles Warren helped you?

To maintain a stable financial position

Have you seen the outcome you were hoping for?

Yes consideringmpresent circumstances

What could they have done better?

As well as could be in present circumstances

What were the circumstances that caused you to initially look for an adviser?

I was retired, then my husband died and I needed advice on how to make the most of my savings.

How has Giles Warren helped you?

Giles always explains everything to me and then we discuss the best way forward for my circumstances.

Have you seen the outcome you were hoping for?

I have up until this year, but due to the unstable market I have unfortunately had quite a big loss recently.

What could they have done better?

Nothing really. I have always had the best advice.

What were the circumstances that caused you to initially look for an adviser?

Reaching an age that meant I started to look at pension and end of life planning became more important

How has Giles Warren helped you?

Listened, understood my particular circumstance and adapted his advice very much around my needs

Have you seen the outcome you were hoping for?

Yes for sure

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

We had a previous pension adviser but he went AWOL!

How has Giles Warren helped you?

Giles has helped us understand what we want to achieve in retirement and how to start planning/saving for this.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I can think of at this stage

What were the circumstances that caused you to initially look for an adviser?

I wanted to set up a pension plan

How has Giles Warren helped you?

Giles reviewed my current savings and pension plan and introduced me to future options based on my risk boundaries

Have you seen the outcome you were hoping for?

I've just started the pension plan so not yet seen the results but I am hopeful that they will be according to what we've discussed with Giles during our meetings

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Pending retirement

How has Giles Warren helped you?

He facilitated consolidation of various company pension schemes into a SIPP and arranged due diligence

Have you seen the outcome you were hoping for?

Yes, pensions are performing as forecast and compare well to the market.

What could they have done better?

The specialist who were subcontracted to perform due diligence could have performed better.

What were the circumstances that caused you to initially look for an adviser?

Impending retirement and the need to consolidate various pension schemes.

How has Giles Warren helped you?

Giles arranged Due Diligence and the consolidation of different pension pots into one SIPP scheme. He also set up a separate platform for a JISA.

Have you seen the outcome you were hoping for?

Investments have performed as desired and are competitive compared to the marketplace

What could they have done better?

JISA took longer than expected to set up but I appreciate that Giles Warren was subject to delays in obtaining information from the bank and that this is not his usual expertise.

What were the circumstances that caused you to initially look for an adviser?

Initially I needed help organising my investments,pension and retirement plans.

How has Giles Warren helped you?

Giles formulated a tax efficient and lifestyle appropriate program for me. Later Giles organised my finances throughout my voluntary redundancy and pension plan.

Have you seen the outcome you were hoping for?

Giles maximised my opportunities and I now benefit from a flexible and robust drawdown pension plan.

What could they have done better?

Nothing, Giles' financial expertise allows me to volunteer for charities whilst maintaining a very good lifestyle.

What were the circumstances that caused you to initially look for an adviser?

Over the years Giles has offered advice on mortgages and pensions. Due to the good service in the past I trusted his advice when I needed to consolidate a number of individual pensions into one.

How has Giles Warren helped you?

Giles guided me in my choice of options. His advice was impartial and he offered advice on options that were of no personal benefit to him. I did not feel obliged to choose any particular fund over leaving my pension where it was.

Have you seen the outcome you were hoping for?

Yes. My investment has grown in value despite difficult trading circumstances, I have more confidence now in my retirement plans than I have at any time on the past.

What were the circumstances that caused you to initially look for an adviser?

To seek fproffencial advice on future and present holdings and conbined in one place

How has Giles Warren helped you?

He has managed my financial situation to my satisfaction for some years in my retirement.

Have you seen the outcome you were hoping for?

I am completly satisfied as to how he managed my holdings during these problem years

What could they have done better?

I doubt very much if more could be done to improve my present situation

What were the circumstances that caused you to initially look for an adviser?

I wanted to consolidate my existing pensions and arrange family protection

How has Giles Warren helped you?

Life Protection put in place, along with relevant trust documents. Personal Pension plans have been transferred to one overall better performing policy.

Have you seen the outcome you were hoping for?

Yes, very happy with outcome and professionalism provided by Giles.

What could they have done better?

Nothing, Giles covered all areas that I wanted to discuss.

What were the circumstances that caused you to initially look for an adviser?

To ensure our pensions worked for us.

How has Giles Warren helped you?

Assessing how our money was invested and creating a plan to make the most of the money we have for our retirement.

Have you seen the outcome you were hoping for?

We are still in the early stages but are happy that this has been a good move.

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Money to onvest

How has Giles Warren helped you?

Put everything in the right place, and advised on investments

Have you seen the outcome you were hoping for?

Better than expected.

What could they have done better?

Nothi g of note

What were the circumstances that caused you to initially look for an adviser?

I had managed my investments on my own but found the experience often confusing and frustrating. Recommended, by my mortgage advisor, to contact Giles.

How has Giles Warren helped you?

Establish pension planning, better planning for other investments and advice for long and short term goals. Additional help with family financial planning as part of the service.

Have you seen the outcome you were hoping for?

In progress. Still early days!

What were the circumstances that caused you to initially look for an adviser?

I wanted to combine 2-3 different pensions I had and also get advice re. my current ISA's and how I could maximize interest/growth

How has Giles Warren helped you?

Giles combined 2 of my personal pensions into a new single product, we also switched varies cash ISA's I had into a single stocks & shares ISA linked to same fund as my pension in a wrapper. 1 of my pensions we left where it was as it was an old company scheme.

Have you seen the outcome you were hoping for?

I have everything in place where I wanted them and can view how they progress. It's only been in position for a few months so fingers crossed over the period of time i'm looking at having them in the fund I have they will increase in value as hoped?

What could they have done better?

See above

What were the circumstances that caused you to initially look for an adviser?

Change in personal circumstances - bereavement & business sale.

How has Giles Warren helped you?

Complete overview of my finances including insurance & pensions. He provided a prompt & efficient service, answered all my questions in a patient way, happy to explain short & long term options, risks etc. He provided a professional, responsive & approachable service.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing to suggest.

What were the circumstances that caused you to initially look for an adviser?

I was looking to merge all my pensions into one and have an adviser take a proactive approach. I felt my pensions in the large funds were not being managed to my advantage.

How has Giles Warren helped you?

Giles Warren considered our aspirations and provided good and sound advise and options.

Have you seen the outcome you were hoping for?

Very much so.

What could they have done better?

We are very happy and impressed with the service to date.

What were the circumstances that caused you to initially look for an adviser?

We were looking for someone to work with us to work on our pensions and inheritance planning.

How has Giles Warren helped you?

Giles offers great advice and was easy to talk to especially as pensions is not our forte. He was able to work under the tight deadlines given.

Have you seen the outcome you were hoping for?

We had the desired outcome.

What were the circumstances that caused you to initially look for an adviser?

Looking to plan for our retirements and children's futures

How has Giles Warren helped you?

Giles understood our aims and explained our options clearly and in a way that we understood

Have you seen the outcome you were hoping for?

Yes, we feel happy with the plans we now have in place with Giles guidance and know what we are aiming for both our own plans and our childrens

What were the circumstances that caused you to initially look for an adviser?

Needed someone to review our pensions and investments as felt they’d been neglected by our previous IFA.

How has Giles Warren helped you?

Spent the time to explain how the current products work and what the best solution was for us going forward.

Have you seen the outcome you were hoping for?

Yes, feel that the funds are now actively managed and understand how they work.

What were the circumstances that caused you to initially look for an adviser?

Looming retirement and a fragmented basket of final salary schemes, ISA's and other savings and investments.

How has Giles Warren helped you?

Giles arranged the consolidation of older final salary schemes into a SIPP and used a specialist advisor to perform due diligence. He also consolidated savings and ISA's into a stocks and shares ISA that is performing better.

Have you seen the outcome you were hoping for?

Yes. The current investment portfolio is performing well despite current market conditions.

What could they have done better?

I left it late to appoint a financial advisor and some of the pension pot transfers were time limited and needed immediate action. Due diligence was carried out and transfers took place at the last possible moment. I have no regrets regarding the choice of my advisor and the performance of my portfolio.

What were the circumstances that caused you to initially look for an adviser?

A mortgage and then more recently a loan for home improvements

How has Giles Warren helped you?

The first time he patiently reviewed our financial situation and talked us through the benefits of an Offset Mortgage at an impressively low interest rate... far better than anything I would have sourced myself, even if I had the time with a young family to care for. On the second occasion we were looking for a loan for some home improvements and again Giles took the time to understand our current finances, make a recommendation and deal with the admin of securing it.

Have you seen the outcome you were hoping for?

Yes, very pleased

What could they have done better?

Nothing really, the process both times has been handled well by Giles and his team

Please provide a brief comment about your experience with Giles

I had a great meeting with Giles and was impressed with what he had to say and could possibly do for me. I just need some time to go through everything before I proceed further.