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 whatever stage you are at

how to decide what is best for you

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
the 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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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

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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At a time when it was really difficult for us, we couldn’t have done without them, they've been brilliant

Christine Silvester

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Our money is in very safe hands with Warwick Financial Solutions.

Dave and Jane Long

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It's very comforting that we can trust the investments that are being made.

Mark Dore

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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


Meet Richard

Greg Jones

Managing Director

Meet Greg

Adam Dowds

Chartered Financial Planner

Meet Adam

Amy Ball


Meet Amy

Annie Linford


Meet Annie

Claire Vickers

Administration Assistant

Meet Claire

Rob Abbott

Regulatory Compliance Manager

Meet Rob

Sarah Don


Meet Sarah

Tom O’Hara

Practice Manager

Meet Tom

Zoe Wheeler

Client Relationship Manager

Meet Zoe

Sue Biddle


Meet Sue

Madi Nevin

Junior Administrator

Meet Madi

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


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.



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



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



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


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

Carol Innes


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


I have always found your company and your team to be very informative, helpful and well-organised. Following your suggestion to inform HMRC of the change in my investments, I have just received a cheque from them. I am delighted that I took your advice!

Jenny, January 2023

Get in touch

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