Our chosen charity

Our chosen charity is Myton Hospice. We support them by taking care of their advisory needs at cost and through fundraising events whenever it is possible.

Myton Hospice provide high quality, specialist care to people whose condition no longer responds to curative treatment, from diagnosis to death. Their work ensures that those living with terminal illnesses have their physical, psychological, spiritual and social needs meet and that their families are supported both through and after this difficult time.

www.mytonhospice.org

What our clients say

Read our client stories
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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

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Our team

You can gain confidence and peace of mind by speaking to a professional when you’re facing a big decision or life transition such as retirement. Come and meet our friendly team.

Meet the team

Richard Payne

Director

Meet Richard

Greg Jones

Managing Director

Meet Greg

Adam Dowds

Chartered Financial Planner

Meet Adam

Amy Ball

Paraplanner

Meet Amy

Annie Linford

Administrator

Meet Annie

Claire Vickers

Administration Assistant

Meet Claire

Rob Abbott

Regulatory Compliance Manager

Meet Rob

Sarah Don

Administrator

Meet Sarah

Tom O’Hara

Practice Manager

Meet Tom

Zoe Wheeler

Client Relationship Manager

Meet Zoe

Sue Biddle

Paraplanner

Meet Sue

Madi Nevin

Junior Administrator

Meet Madi
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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

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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

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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

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Everything is clearly explained and nothing is too much trouble for this professional and friendly team.

Client

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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

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I am very happy with the personal approach and understanding of my financial requirements by Greg.

Carol Innes

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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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I have always found your company and your team to be very informative, helpful and well-organised. Following your suggestion to inform HMRC of the change in my investments, I have just received a cheque from them. I am delighted that I took your advice!

Jenny, January 2023

Get in touch

Use our message facility to contact us directly and one of our friendly team will answer your enquiry.

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