Giles Warren Financial Ltd

Giles Warren Financial Ltd Our goal is to provide you with a friendly and bespoke financial planning and wealth management service.

Our service is designed for people who want to assure their own and their families financial future. This might be in creating an Investment Portfolio and helping them manage their pensions, ISA's and Unit Trust investments. We also provide bespoke financial planning reports to ensure you are on track for you goals such as Retirement Planning, Education Planning and Inheritance Tax Mitigation. Wh

at ever the challenge we provide our clients with expert advice to help them achieve their goals in the most tax efficient way possible. Services

- Investment Portfolio Management
- Pensions Advice
- Inheritance Tax Advice
- Financial Planning
- Bespoke Investment Advice
- Residential Mortgages & Buy to Let Mortgages
- Commercial Mortgages & Equity Release Mortgages

Thank you to all my wonderful clients and the feedback they give us - we’ve got into The Daily Telegraph today as part o...
12/09/2024

Thank you to all my wonderful clients and the feedback they give us - we’ve got into The Daily Telegraph today as part of VouchedFor’s Top Rated advisers. 👍🏻

04/03/2024

I really enjoy working as an IFA and it makes it all that more rewarding when I receive lovely comments like this. Thanks Ken:

Another happy client...thanks for the review Kevin.
23/01/2024

Another happy client...thanks for the review Kevin.

I have Just turned 55 so wanted some advice on pensions, business and investments, I looked for ...

Another happy client - makes all the hard work worthwhile.
04/12/2023

Another happy client - makes all the hard work worthwhile.

Giles Warren explained clearly the options available to me, was very approachable and patient. ...

Sometimes I hear my clients say that insurer's never pay out on their claims, there is no point taking this cover.  From...
25/05/2023

Sometimes I hear my clients say that insurer's never pay out on their claims, there is no point taking this cover. From a financial advisers perspective, our regulator (FCA) and compliance would expect us to analyse our clients protection first, before we look at their retirement planning for obvious reasons. If you have a long term sickness and you don't have cover then you won't be able to pay into your pension anyway.

Here's the latest from Legal & General today, which I think is quite impressive.

In 2022 we helped 17,768 families, paying over £883m in claims. This equates to 48 families' helped and £2.4m paid daily. And over the last 5 years, we've paid out over £3.8bn in claims.

It's always rewarding to get good reviews and thank you to Amanda for all the hard work she puts in to helping me and ou...
07/02/2023

It's always rewarding to get good reviews and thank you to Amanda for all the hard work she puts in to helping me and our clients. And thank you Tim for taking the time out to write this review. Its been a pleasure doing business with you. Regards Giles

Giles and Amanda have been superb to work with, listening to my requirements and concerns and o ...

A cold day at  Chalfont St Giles shooting with Buddy a couple of weeks ago.
28/12/2022

A cold day at Chalfont St Giles shooting with Buddy a couple of weeks ago.

Don’t forget to use or return your old stamps by 31st January 2023!
24/11/2022

Don’t forget to use or return your old stamps by 31st January 2023!

After 31 January, consumers with non-valid versions will have to send off a form to secure a swap

We've got a new logo to better represent our 3 investment propositions.  I hope you like it.
27/10/2021

We've got a new logo to better represent our 3 investment propositions. I hope you like it.

Address

59-60 Gainsborough House, Thames Street
Windsor
SL41TX

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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