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You make life easy for us to enjoy life. 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. We are very pleased with how well you have protected us even with everything that is going on in the world right now.

Mr & Mrs K Stratford

October 2020

Money isn’t everything but it is great when you don’t have to worry about it. And with us you don’t.

For more than 30 years, clients like you have trusted our highly personal, expert financial planning service.

And in that time we’ve grown a bit ourselves, too. In order to provide you with the very highest level of service, our team now includes five financial planners, two paraplanners, and a dedicated client support team.

Your priorities are our priorities. In fact, they are the starting point for the relationship we build with you, and how we maintain the ongoing relationship too. Our tailored financial planning services are all based around understanding what your priorities are, hearing your concerns and learning about your values and goals for life.

Three decades working alongside clients, helping people to achieve their financial and lifestyle objectives means a lot of collective experience. But we never rest on our laurels.

As you will see below, we work on the principle that life isn’t a rehearsal. Our role is to therefore help you grow and secure your finances so that you may lead the fulfilling enjoyable life you want to live.

Six Principles we Live by as Financial Planners

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Life is not a rehearsal

Of course, we all know this. However, it’s easy to get busy and forget. Part of our role is to enable you to live your life to the full. In fact, we spend much of our time persuading clients to go ahead and spend money. Where we know your plan can support it, we encourage you to spend money, enjoy life and not put off until tomorrow what you can afford to enjoy today.

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A return on life

Your money and your investments must serve your life, not the other way around. We are here to help you get a better return on life, not just a better return on your various investments.

The latest fund, or ‘best’ financial product will not change your life, but proper life-centred financial planning, delivered year after year, most definitely will.

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Life at the centre

Your life is always at the very centre of our conversations, not your money. After all, until we know about you, how can we possibly advise you on your money?

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We think differently

We do the complete opposite to most financial advisers. Our aim is to help you understand what we call The Truth About Money.

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No hard sell

Real financial planning has nothing to do with selling financial products. If we feel there are some financial products that could help you achieve your goals, we might recommend you use them. But this always comes after the financial planning.

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That means…

Financial products are sometimes important, but they are not always important. They are simply tools we carry which can help us get the job done.

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

Learn more

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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