Giles Warren

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

Life Assurance Income protection Consolidation of multiple pensions

How has Giles Warren helped you?

As above plus Opt-out of new work pension into my SIPP set up by Giles

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?

Consolidating pensions and helping with planning for future retirement.

How has Giles Warren helped you?

Giles has helped me by explaining financial information in easy to understand terms. He has helped myself and my husband consider our future options to provide for our family and reach a comfortable retirement. Giles is always very up to date with his financial knowledge in the current markets and global conditions.

Have you seen the outcome you were hoping for?

Have been very satisfied

What could they have done better?

Nothing

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

Originally needed help navigating the minefield of questions with reference to my pensions and savings and to get the best from them.

How has Giles Warren helped you?

Giles's advice has been absolutely brilliant and given to me in layman's terms so no confusing words to deal with. He has really put himself out to get the best results I could wish for and always keeps in touch. He is very ably assisted by Amanda who is amazing and quick in answering emails I have sent. Both really put themselves out looking after my interests and getting the best results possible

Have you seen the outcome you were hoping for?

The outcome over the years has been even better to what I could have hoped for as Giles is a real professional getting the best result possible

What could they have done better?

Everything is done so professionally

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.

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