quote-icon 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

My name is Simon Grantham and I’ve worked with Greg, our Financial Adviser at Warwick for almost 15 years.

Through that period, Greg’s helped with advice on changing pensions, mortgages, moving house, and I got remarried so he gave some advice on inheritance planning; so, a really wide range of financial advice.

I think what Greg does very well is he’s non-judgmental – it’s about what you want to do as a couple. And then he’ll try and make that possible. Obviously, it depends on your income levels, and everything else. He can’t magic you to be a millionaire! But his approach is very pragmatic and feet on the ground, and it works well. He doesn’t blind you with financial lingo.

Working with Greg and his team, gives you a lot of confidence because they’ve got good backup, with the advice that they are able to give you and the expertise they tap into. But it’s a very common sense approach so you can understand the recommendations that he’s making. The three words I would use to describe Greg would be pragmatic, honest, and expertise.

I would recommend Greg to other people. And I have actually done that to a couple of my friends over the years. And in fact, I was also recommended to us Greg about 15 years ago by a colleague of mine, and obviously the two of us are in touch. So, there’s probably seven or eight of us now who were all friends over many years, who also work with Greg.

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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

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