Our story

We created Warwick Financial Solutions in 1991 with the aim of making a difference. Since then, we’ve worked with hundreds of families and individuals seeking to realise their financial and lifestyle goals.

Our aim has always been to provide a highly personalised financial planning service, focused on building long-term relationships based on a deep understanding of each clients’ goals and needs. When you trust us, you’ll benefit from the first-class service and high-quality advice that make Warwick Financial Solutions one of the Midlands’ leading financial planning firms.

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We can help if you are:

Investment and
planning for retirement

Plan for the future you want. Understand what you have and what actions you need to take to enjoy the retirement you want, at the time of your choosing.

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At retirement and
investment options

Understand your pension and income options. Ensure you have enough in the pot to fulfil your retirement ambitions and define your vision for the next phase of your life.

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Already
retired

Enjoy your life and accomplish your goals. Create a plan for later life that gives you peace of mind your wealth will be passed on tax efficiently, in line with your wishes.

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What our clients say

Read our client stories
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Greg’s approach is very pragmatic and feet on the ground - and it works well. He doesn't blind you with financial lingo

Simon Grantham

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I decided to take my money out the scheme, and to invest in my own pension, which Greg has helped me with and helped me with very successfully.

Tim de la Fosse

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We now have six grandchildren. Greg's been very helpful in advising us as to how we can best leave money to them and sort out our Inheritance Tax liabilities.

Peter & Helen Rush

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Our team

You can gain confidence and peace of mind by speaking to a professional when you’re facing a big decision or life transition such as retirement. Come and meet our friendly team.

Meet the team

Richard Payne

Director

Meet Richard

Greg Jones

Managing Director

Meet Greg

Adam Dowds

Chartered Financial Planner

Meet Adam

Amy Ball

Paraplanner

Meet Amy

Annie Linford

Administrator

Meet Annie

Claire Vickers

Administration Assistant

Meet Claire

Gary Cartwright

Mortgage Consultant

Meet Gary

Martin de Winton Smith

Independent Financial Adviser

Meet Martin

Rob Abbott

Regulatory Compliance Manager

Meet Rob

Sarah Don

Administrator

Meet Sarah

Sarah Salt

Paraplanner

Meet Sarah

Tom O’Hara

Practice Manager

Meet Tom

Zoe Wheeler

Client Relationship Manager

Meet Zoe
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You make life easy for us to enjoy. We don’t have to worry about our finances as you look after our finances in the same way as you look after your own.

Mr & Mrs K, Stratford

2020

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We have used Warwick Financial Solutions for many years, and have always been very happy, and felt secure, within the advice given.

Alison F, Pershore

August 2020

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Warwick Financial Services have managed and advised all aspects of my financial life for almost 15 years. Over the 15 years they have consistently given high quality advice in a clear and friendly way.

Simon

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Our personal circumstances are always taken into account in fine detail, and explanations are always clear, and given with great patience!

Alison F, Pershore

August 2020

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Gary has been incredibly helpful and reassuring throughout the entire process. We cannot fault the service we received. He was always just on the other end of the email or the phone.

Client

July 2020

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A very big thank you to Adam at Warwick Financial Solutions for continued support on a range of financial matters from financial planning to savings and pension advice.

Client

October 2020

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I was able to relax knowing that the queries and complexities of dealing with providers of my pension were being handled for me.

Client

October 2020

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During the challenging times of Covid-19, the high standards I have come to expect did not falter and I was impressed, although not surprised, with how the company adapted so quickly and so well.

Client

October 2020

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Everything is clearly explained and nothing is too much trouble for this professional and friendly team.

Client

October 2020

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Richard helped me by explaining my options for retirement. He took time to understand my goals and objectives and helped me plan for the future.

Client, Durham

December 2016

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Gary has been incredibly helpful and reassuring throughout the entire process, and we cannot fault the service we received. He was always just on the other end of the email or the phone and always replies very promptly no matter how small/large the questions.

Natalie

July 2020

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I am very happy with the personal approach and understanding of my financial requirements by Greg.

Carol Innes

July 2020

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Richard takes the time to understand our objectives, analyse our situation, and explain his findings without being patronising. He is straightforward and highly professional which is why we trust his advice.

John Wibberley

July 2020

Get in touch

Use our message facility to contact us directly and one of our friendly team will answer your enquiry.

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