At no point was I made to feel out of my depth or belittled by my relative lack of knowledge in the area of investment. The process has felt thorough and rigorous and I've been grateful for the fast and clear communication throughout. The only period of adjustment has been with the platform itself. Coming from Hargraves Landsdown where I was able to monitor things closely and had become used to the platform, logging in to Hubwise is a new experience and I find it harder to understand how each aspect of the portfolio is performing.
Mr Lloyd Wood (Score 10/10), London May 2021
Giles provided a comprehensive service looking at all my finances & I feel confident in his explanations, options & advice. he was professional, courteous & efficient throughout our correspondence. I thoroughly recommend.
Mrs Stephanie Musk (Score 10/10), Moulsford January 2021
Working with Giles Warren has been an absolute pleasure. Pensions is not our forte but Giles remained professional and helpful throughout the whole process especially given the tight deadlines that we had in place. Thank you for all your help!
Miss J Sehgal, Armscare Ltd (Score 10/10), Uxbridge October 2020
We always appreciate the time Giles takes to understand what we need, and the level of risk we're comfortable with.
Mr M Baskerville (Score 9/10), Weybridge October 2020
I have been using Giles over the last 4 years and I'm pleased with the service and also my portfolio returns. Giles is very knowledgeable and has given me excellent advice on all my finances, including my savings and pension. Definitely recommend.
Mrs C Kennedy (Score 10/10), Windsor June 2020
I was thrown in at the deep end to deal with my mother's finances and I can truly say I have been helped through every stage. I have received good, clear and helpful explanations.
L A Walker (Score 10/10), Ascot March 2020
Before we met Giles, our investments were spread over multiple expensive offshore accounts and we felt we didn't understand all their details. Giles listened, understood and helped us reorganise. Now we feel our investments are ordered, in good hands and working for us. We found Giles and his team to be friendly and responsive at all times.
Neil Singh & Ari Perez Ruiz de Elvira (Score 10/10), Windsor March 2020
"We have been using Giles Warren as our financial advisors for several years now. Giles is always ultra professional in the way he conducts business yet he manages to do this in a very friendly and personable way. We have always been happy with our decision to trust our investments to Giles Warren and would not hesitate to recommend them."
Keith & Liz Hayton (Score 10/10), Slough February 2020
"Giles has been brilliant from the start. Pensions and Savings to us were in a different world but Giles took his time to explain the benefits and even downfalls of various investments and guided us through this minefield of information very professionally so that we could look forward to meeting our aims. Without his help we couldn't have got through the process and are happy with the outcome he has given us. Thanks again Giles"
Beverley Carpenter (Score 10/10), Slough January 2020
"Giles Warren has been my Financial Adviser for about 10 years and has always given me good advice and listened to my requests, I have been satisfied with the result. My husband died six years ago and I feel re-assured having Giles Warren looking after my finances."
Deanna Vettese (Score 10/10), Old Windsor January 2020
"Excellent knowledge of the different and complicated investments, consolidation and taxation laws."
David Akka (Score 10/10), Windsor December 2019
"Your financial expertise, service and advice are always of the highest quality and in addition, unique due to the efficient, friendly and a family like care of your clients."
Mick Audsley (Score 10/10), London December 2019
"A lot of care is taken by Giles to ensure that I am in the right risk group. I always feel I am getting a really personal service and that my input is important in the financial decision making. For these reasons I have the utmost trust in Giles who also happens to be a really kind and genuinely nice person."
Maggi Harrison (Score 10/10), Remenham, Henley October 2019
"I've found the service at Giles Warren Financial Ltd exemplary! They are always fast to respond to queries and provide comprehensive support in financial decision making. Clearly explaining all the options in simple terms and happy to spend time and go that extra mile to ensure you have all the information to make the best choice."
Stuart Nelmes (Score 7/10), Wallingford October 2019
"Financial Strategies, Investments, ISAs and pensions were all explained to me in a way that was understandable and comprehendible. More importantly, how I could see some return on my investments. The latter is most important for me and so I was very happy with the process and the results. I'll be sticking with Giles Warren."
Peter Lavington (Score 9), Slough September 2019
"Giles committed considerable time (over a number of face to face meetings) to understanding my requirement and ensuring that I was completely happy with his recommendations before proceeding. As a result, I felt very comfortable with the investment decisions that I made."
Marian Imrie (Score 10/10), Camberley January 2019
"We used Giles Warren Financial to help us with our overall Financial Planning. We both had numerous pensions all over the place with different providers, which was really hard to track and we had no idea what they would really give us in retirement. They helped us consolidate them into their stream lined investment process and we can now view them all online if we want too. We also wanted to invest more money for our future savings, so they helped us set up our ISA's at the same time.
They used brilliant Cashflow modelling to help us forecast our income at our normal pension age, and budget for any shortfalls. I now feel reassured that Giles Warren Financial are working with us to help us achieve our personal goals and make sure the kids are protected along the way - what more could you want?
I wouldn't hesitate to recommend them as an honest, efficient and trustworthy IFA."
Barry Selzer (Score 9.5/10), Windsor October 2018
"A very professional service, offering excellent advice and recommended a great solicitor for legal work we needed. Constantly kept up-to-date throughout. "
Chris & Tracy Thomas (Score 10/10), Wokingham June 2018
"Ist class service, very proactive, friendly and on the ball.. "
Vanessa Selzer (Score 10/10), Windsor April 2018
"Very good service and pleased with help you gave me thankyou. "
Beverley Carpenter (Score 10/10), Windsor April 2018
"The service provided by both Giles and Emma was excellent. Giles really got to understand our needs and the detail of our case, which wasn't necessarily straight forward. Giles took the time to explain different matters and how our decisions would impact the future. Any problems or questions that I had throughout the process were answered extremely efficiently. I will be returning to Giles Warren for all financial service advice in the future. "
Jon Farrell (Score 10/10), Windsor Sept 2018
"I am so relieved that I was introduced to Giles. I did not know how to invest my accumulated savings, small inheritance and pension to produce the best return, yet in a way that I would be comfortable with. Giles has engaged me in a system that is flexible for my needs, is compatible with my risk profile, tax efficient and that I can understand. Moreover he regularly reviews my situation and will make changes if we feel that those changes would suit my current needs better. At the same time Giles is always accessible if I have any questions or worries at any time. To sum up I am really happy with Giles' expertise and attitude and feel that my best interests are of prime concern to him.
Maggi Harrison (Score 10/10), Henley-on-Thames April 2017
"I've been delighted with the service and advice I've received when recently arranging income protection insurance and my mortgage last year. I felt that the whole process was extremely efficient and also that the team go out of their way to listen and tailor the service to best meet my needs. They have always been extremely willing to help out wherever possible, including chasing fs providers and estate agents to ensure everything happened as quickly and smoothly as possible. I think Giles may have some more grey hairs on my account - it is very much appreciated!."
Ms Leonie Mark (Score 10/10), Windsor May 2016
"Thank you Giles for sorting out my pension in such a professional and friendly manner. The whole Pension Sharing Order process was a complete minefield for me but I now feel reassured that it is in safe hands."
Mrs Deborah Bostock (Score 10/10), Knaphill May 2016
"Contentment is knowing that you have a good doctor, a good lawyer, a good accountant and a great IFA. After kissing a few frogs I settled on Giles some years back as my 'great IFA' and whilst I'd never admit it to him, his fees are dwarfed by his returns. If you can recommend a good lawyer, however, let me know."
Mr Damian Saunders (Score 10/10), Burghfield Mar 2016
"Over the course of a year, we had consulted with and been let down by four other mortgage advisers before we came to Giles. Giles is in a league of his own: he was honest, thorough, consistent, and actually saw things through. We are both self-employed and therefore not the easiest case. Giles was imaginative and did not give up. We ended up with mortgage deals that I genuinely do not believe another adviser would have been able to secure for us. Cannot recommend highly enough."
Mrs Gillian Pachter (Score 10/10), London Feb 2016
"Giles Warren Financial Services gave us excellent advice which helped us make the best of our financial situation. They provided a speedy and efficient service including same day response by e-mail to our queries throughout the process of re-mortgaging. The facility of e-signatures enable any application documents to have a same day turnaround therefore speeding up the process considerably. I would have no hesitation in recommending their services and would certainly use them again myself in the future."
Tracy Bruce & Michael McKie (Score 10/10), Morden Feb 2016
"Fantastic Service. The pension plan was clearly explained so that I understand the rationale. I was also very grateful for Giles's diligence & perseverance in dealing with AVIVA; who were putting up obstacles in trying to prohibit my surname change! Giles won!"
Ms Alison Jones (Score 10), Shurlock Row October 2014
"I have Used Giles Warren for approaching 20 years. He has advised me on the full spectrum of financial services both personal and business fields. I trust his judgement and integrity completely. I recently entrusted my retirement plan to him and am enjoying the results. I would not hesitate recommending his expertise to others."
Mr Mike Crook (Score 9), Essen in Belgium, July 2013
"Thank you for you help and patience. I am in a much better place now to deal with things :-) "
Mrs Deborah Dean (Score 10), Petersfield, February 2013
"Very efficient, Personable and an Excellent Service - we would highly recommend you. Thank you, thank you, thank you! Will definitely use you again."
Mr Tony & Mrs Emma Cleeve, Cleeve Landscapes Ltd (Score 10), Farnborough, April 2012
"Excellent service which allowed us to act quickly to secure the home we wanted.”
Mr F Boundy & Miss M Dollard (Score 9.5), Datchet, March 2012
"Excellent understanding of our needs”
Mr Gow & Ms Neville (Score 9), Old Windsor, October 2011
"We are extremely happy with the service that Giles Warren is giving us! Giles has helped us now for several years, through the period of transition from being (self) employed into retirement. We started with a jumble of pension funds and savings accounts that had accumulated over many years. With his recommendations these were made more understandable and improved. Now we are retired, with a different situation, Giles has introduced us to a way to easily manage our finances. We have engaged with a system that is comprehensive and allows us to monitor, interrogate, and make revisions as circumstances change. The portfolio is fully managed by professional experts, meets our chosen risk profile and is tax efficient. The investments are in a balanced mix of shares, bonds and ISA’s, and, importantly, permit a draw down for our income to supplement our state pensions. The overall performance has been above market average. As part of our selected service we meet regularly and review our situation. Discussions are assisted by comprehensive and detailed Financial Planning Reports which Giles produces using the latest modelling software. These reports are a great help to us for planning our retirement and future lifestyle. We are reassured that we can sit back and enjoy ourselves, with the knowledge that Giles is committed to keeping us informed! We would not hesitate in recommending him to you."
Mr & Mrs Richard Audsley (Score 10), Ascot, October 2011
"Always approachable & very helpful”
Mr & Mrs Dickinson (Score 10), Datchet, March 2011
Mr D Lucas (Score 10), Tonbridge, March 2011
"Thank you for all your help. Had we hit the High St we wouldn’t be in the position we are having now secured completion. A valuable recommendation from Brian that we will pass to others. Thank you again.”
Mr M Humphreys & Miss E Smith (Score 10), Bracknell, February 2011
"Giles was outstanding in supporting us through our first mortgage application. I will use Giles Warren Financial again in the future”
Mrs Alex Miller – (Score 10) Windsor, February 2010
Mr B Ashton Martin Fahy Accountants (Score 10), Bracknell, December 2009
"Totally Satisfied – very professional service and extremely polite and helpful, many thanks.”
Mr A Page (Score 10), Bracknell, July 2009
"Special thanks to Mel for all her hard work for me.”
Mr B Harris (Score 10), Windsor, April 2009
"I consider myself extremely fortunate to have found your company. At all times my questions (queries) were dealt with an understanding, caring, professional approach, for which I shall always be grateful”
Mrs J Langley (Score 10), High Wycombe, December 2008
“As always, a superb service”
Mr & Mrs Carr – (Score 10), Ascot, October 2008
"Excellent service and advice"
Ms T Shirvell & Mr A Chalke - (Score 10), Tonbridge, September 2008
"Very helpful, friendly and professional service, very knowledgeable about available products"
Miss V Samuel - (Score 9.5) Bristol, August 2008
"Thanks for all your help with our mortgage"
Mr S Supurgeci & Miss T Scott - (Score 10), Bracknell, July 2008
"Good advice, glad new mortgage in place now money and finances much more affordable."
Mr & Mrs Hilbourne - Score 9.5, Reading, May 2008
“Once again you’ve done another great job. Many thanks for all your help.”
Susan Cattemull & Simon Bridgman, Chippenham, April 2008
“Thank you for your efficient service”
Mr & Mrs Hichens (Score 10), Sunninghill, February 2008
“Thank you for helping me find the right mortgage so quickly and smoothly. Many thanks”
Miss A E Botting (Score 10), Windsor, January 2008
“Excellent service all round and thank you for your help”
Mr & Mrs Starkie (Score 10), Windsor, January 2008
“Very efficient Service. Excellent customer communication and friendly staff”
Mr Bygrave & Miss Wilson (Score 10), Dorking, December 2007
“Can not comment on how to improve a First Class Service”
Mr A Hughes (Score 10) Somerset, October 2007
“Staff very efficient and friendly. Down to earth and professional.”
Mr & Mrs Holderness (Score 9) Bracknell, August 2007
“Thanks for all your help, all went without a hitch, excellent service”
Mr P Godden (Score 10) Thatcham, August 2007
“Very quick and professional team”
Mr & Mrs Natale (Score 9) Bracknell, July 2007
“Thank you Giles & Emma for all your help with our re-mortgage”
Mr & Mrs Bray (Score 10) Reading, July 2007
“Giles was extremely welcoming and very efficient. Thank you so much”
Mr G Scovell (Score 9) London, June 2007.
“We found staff very helpful and quick to respond excellent all round.”
Mr & Mrs Bradfield (Score 10) Durham, June 2007.
“Very good service. Thank you for sorting it out for me.”
Mr G Phillips (Score 10) Windsor, April 2007
“.....we have been very satisfied with all aspects of your services”
Mr & Mrs Cooke (Score 10) Windsor, April 2007
“I can not think of anything I would have changed about my consultation with my Mortgage Adviser, as one cannot improve on excellence”
Miss S Sullivan (Score 10) London, April 2007
“excellent service & we are very happy with our flexible mortgage. Thank you”
Mr & Mrs Bristow (Score 10) Dartmouth, February 2007
“very pleased with everything”
Mr Tomlinson & Miss Murthwaite (Score 10) Tadley, February 2007
“Always pleased with the advice and responsiveness, keep up the good work. Have and will continue to recommend your services”
Ms Snowball (Score 10) High Wycombe, January 2007
“Giles was great, he sorted all our mortgage and insurances we were really pleased with the service. Emma was also really helpful whenever we called. Thank you, see you in two years.”
Mr Springer & Mrs Mattingley (Score 10) Reading, January 2007
“Giles you’ve been really helpful & thank you for all of your help"
Mr C Bartlett & Mrs K Anstis (Score 8) Windsor, December 2006
“Once again excellent Service”
Miss S Cattemull (Score 10)* Hampshire, November 2006
“I was very pleased with the efficient service and also your helpfulness. Thank you very much”
Mr & Mrs Cole (Score 9)* Reading, November, 2006
“…again a hassle – free and friendly service. Thanks.”
Ms H Large (Score 10)* Sutton August 2006
“Superb service, professional staff with a very helpful manner, only too willing to help.”
Ms T Shivell (Score 10)*Tonbridge August 2006
“Was very helpful and kept us up to date and on track, thank you.”
Mr & Mrs J Meredew (Score 10)* Sunningdale, August 2006
“Was impressed with the service provided. Thank you for your help so far”
Mr & Mrs P M Thompson (Score 9)*Bracknell July 2006
“The advice given was very clear and I never felt that I was asking stupid questions. Overall a very friendly and efficient service.”
Mr & Mrs A Adams (Score 10)*Chertsey June 2006
“An honest and frank service provided, very rare qualities, never expected to see such nice people, especially in the finance world!”
Mr & Mrs H Aktas (Score 10)* E18 May 2006
Notes: * this is the average score of 4 questions marked out of 10 : How did you find the overall service? How quick were we to respond to your queries? Would you use our services again? Would you recommend us to people you know?