Mark Dore

My name is Mark and I’ve been a client of Warwick Financial Solutions since April 2010.

I started working with Warwick Financial Solutions as I was in the process of selling a business I was a partner in, and was looking for advice on the best thing to do with the money, in terms of investment, for myself and my wife.

My wife was a friend of Greg, one of the directors of Warwick Financial Solutions. I did some background checks and decided that they were the best company for me to work with.

When I joined up with Warwick Financial, the first thing was to make sure that my finances were invested correctly. Then it was a case of deciding where we were going in future. Part of that discussion was planning for our lives today, but, more importantly, was how long we were going to be invested for the future and for retirement.

The advice that we’ve been given has been very reassuring and we now feel very confident that the investments have been made. The structure adopted by Warwick Financial Solutions, be it short, medium, or long term, gives us good security going forward comfortably into our 80s.

We very much believe that without having taken financial advice, we would not be in the position we are now. From what we’ve seen over the last 12 years of investments, and the growth that we’ve seen from our investments, we have confidence in saying that the money that we invest is secure. The information that we get from Warwick has been very good.

Three years ago, myself and my wife wanted to have an adventure. We wanted to go and spend a season in the French Alps, in a place called Courchevel. Being able to sit down with Warwick Financial Solutions, go through our finances, and understand whether that was viable for us, gave us the security and the knowledge that we actually were able to do so. We were very fortunate to be able to spend the season in Courchevel, then also spend some time in Corsica. We effectively took a gap year, a little later than most people!

I think the best thing we found working with Warwick Financial Solutions is the personal relationship that’s been built between us and the financial advisers. They are warm and make you feel secure. You’re not just a number – you’re part of their environment. It’s essential for both myself and my wife that we feel we are important to them, and that we can trust Greg and the investments being made.

I have personally recommended Warwick Financial Solutions to quite a few of my friendship group now. Most of them have taken up the offer and started working with them, and have found the advice fantastic. I believe they are now recommending Warwick’s services themselves.