Dave and Jane Long

Dave:

My name is Dave Long. I am a client of Warwick Financial Solutions, this is my wife Jane, and the financial planner that deals with our issues is Richard Payne.

Jane:

Dave was an only child and his parents had not lived extravagantly, but they’d left some money for Dave and our children. What we wanted to do was make sure that we followed their legacy to make sure that their money was looked after properly and in the right format, rather than just putting it in a bank and hoping against hope that the interest rates would improve.

Dave:

We found out about Warwick Financial Solutions from a friend of mine, who happened to work there. I knew where he worked, I knew he knew a bit about what to do with money. So I spoke to him at a barbecue or something like that, nothing formal like a meeting, and he very casually said “Come in and see us.” It was no more than that. It wasn’t a hard sell, it was just “Come in and see us, have a chat and see what you think.” As easy as that.

Jane:

On the initial appointment, we went along, and as everything was still quite raw with Dave and so they gave him time to think. When we went along, it wasn’t a hard sell. They said, “This is what we can do, go away, think about it and come back.” We had several meetings like that before a decision with Greg was made. We had confidence in him by that stage, then two years down the line we met Richard. They make you feel valued and welcome, and I do feel that they’ve got your best interests at heart.

Dave:

I see Richard as a perfect fit for our case and our personalities. I think that that is a really good piece of team selection in that Richard suits our needs and our personalities really well.

We’ve had children go through university, we’ve had pensions to deal with, what’s the best to do, what’s best not to do, and Richard was able to give us some good advice about that side of things too. So, it’s not just the initial inheritance they have helped with, but also issues that have arisen as things change over time.

Jane:

He treats us as friends rather than clients, which to me is quite important. You feel welcome when you go there, and he helps me settle down and have confidence.

Dave:

The two words and a phrase that describe Richard are honest and trustworthy with a sense of humour.

Jane:

The offices are great, you can go along and there’s a parking space for you. You go and meet people on reception and they’re always welcoming. You always get a great cup of tea and a biscuit, and I do think that the staff working there are valued, which to me is a very important part of why I use Warwick Financial Solutions.

I think the best thing about working with Richard is that you don’t have to worry. I have total confidence that he’s doing the right thing for us and my family, and that’s the most important thing for me.

Dave:

In the time that we’ve been working with Richard, the best advice that he’s been able to give us is the importance of continuity and making sure that you don’t have a knee-jerk reaction to things that you might have seen on television.

Jane:

Yeah, I definitely recommend Richard and Warwick Financial Solutions. I think if you’re after an honest, caring company who have your interests at heart, both financially and looking after your family, they’re the people to go to.