Jim Duncan

Hi there, my name is Jim Duncan and I’ve been a client of Warwick Financial Solutions for nearly 25 years. I’ve been working more closely with them over the last three years and my financial adviser is Richard Payne.

Having worked with Richard over the last 25 years, when it came to exiting the business, it seemed only right for me to approach Richard for my own financial planning.

I chose to continue working with Richard because we’d worked together for 25 years, and I felt that I could trust him with our financial planning. He made us feel very comfortable and reassured us about everything financial going forward.

Over the last 25 years, Richard’s helped us out with pension advice and putting our pension in place, but also with financial planning, making sure that our finances suit our lifestyle. It’s not just basic finances, but he considers your lifestyle as well.

Richard makes me and my wife feel very comfortable about our financial plans. He reassures us that our finances are in a good place. He doesn’t blind us with science – everything he says is very easy to understand and it just makes you feel like you can trust him, and that your finances will be where they should be.

I also think working with Richard makes us feel that our financial future is secure. It’s always good to have someone to trust and feeling that the decisions are being made for you. You do not have to be unsure about making any quite large financial decisions that your future depends on. So, having Richard and Warwick Financial Solutions on board really does make me feel a lot more comfortable.

Three words that I’d use to describe Richard are calm, reassuring, and trustworthy.

I think the best thing about working with Warwick Financial Solutions is that they make everything easy to understand and they simplify finances, which I think is so important. They’re easy to speak to, you can call them at any time to have a five-minute chat if you’re not sure about something, and they’re very reassuring about your finances.

The best piece of advice that Richard has given us is that your finances should suit your lifestyle and your lifestyle shouldn’t suit your finances.

I would definitely recommend Richard and Warwick Financial Solutions to anyone, especially because of their financial planning and how it’s tailored to your own personal needs and lifestyle.