Peter & Helen Rush
We now have six grandchildren. Greg's been very helpful in advising us as to how we can best leave money to them and sort out our Inheritance Tax liabilities.
Peter and Helen Rush
I’m Peter, and this is my wife Helen. We’ve been dealing with Greg and Warwick Financial Solutions for well over 20 years now.
Ever since we first met Greg, we’ve got on very well together. He’s a very easy person to talk to. He explains financial matters in such a way that he makes it very easy to understand. Neither of us have a financial background; I’m an engineer. And so it is very nice to have somebody who doesn’t talk down to us about the financial situation, but is able to explain it in in reasonable clear detail.
He’s extremely friendly but professional at the same time. And that’s something that puts us at ease all the time when talking to him.
Since we retired, which actually is now 11 years ago, he’s helped us all the way along, just keeping an eye on our investments and making suggestions as to how we can best cope with our money. And it’s been really great.
Having had two daughters, we now have six grandchildren. Greg’s been very helpful in advising us as to how we can best leave money to them and sort out our Inheritance Tax liabilities. And that’s been very helpful. So we’re very grateful for him for that.
If we didn’t have Greg, I think we would be always worrying about our money, and not enjoying the fact that actually, we’re a lot better off than we might have been. And I think he’s made us relaxed about it, by always pointing out where our money is and what it’s doing and how we can best use it. And that’s given me great confidence, and I’ve enjoyed my retirement much more because of it. I would have no hesitation in recommending Greg to anybody like us who feels that they need the confidence of getting professional advice.
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.
We have used Warwick Financial Solutions for many years, and have always been very happy, and felt secure, within the advice given.
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.
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.
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.
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.
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.
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.
I am very happy with the personal approach and understanding of my financial requirements by Greg.
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.
July 2020
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