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Warwick Financial Services have managed all aspects of my financial life for almost 15 years. That’s covered house and job moves, university planning, advice on investment strategy, investment management and Inheritance Tax planning. Over the 15 years they have consistently given high quality advice in a clear and friendly way.

Simon
October 2020

Warwick Financial Solutions now has Government certification to guard client data against cyber attacks.

Our work relies on our clients being able to trust us. Our clients trust us to help them make the best choices with their finances. It’s just as important to us that you can trust us to make the right decisions with your sensitive data, too.

That’s why we have worked hard to obtain the Cyber Essentials Certificate, the UK government certification for cyber security. This is a nationally recognised scheme which proves a business uses best practice in the way it holds and uses valuable and sensitive information for clients.

We wanted to make sure that our company processes and systems were as robust as possible. The certification process took us through best practice and showed us what more we could do to enhance security, from increased encryption on laptops to updating security settings and raising the question of whether staff really need to have access to emails and data on their mobile phones.

What does the Cyber Essentials badge tell me?

When you see the Cyber Essentials badge, you can feel confident that you are dealing with a company that takes the security, confidentiality and integrity of your data, seriously, and has taken all necessary measures to protect it against cyber attack.

It is awarded to those firms that can show they meet stringent criteria, as laid down by the National Cyber Security Centre, a part of GCHQ.

Those criteria ensure that:

We use only secure
internet connections

We protect our devices and software with firewalls. Firewalls effectively create a ‘buffer zone’ between our IT network and other, external networks, which means that we are better able to keep out the traffic we don’t want entering our network.

All devices, software and apps
that we use are kept updated

We regularly update our software, applications and devices to ensure we are running the most current and up-to-date versions. By doing so, we can ensure we keep our systems secure and protected from any new security threats.

Access to our data and services
is strictly controlled

We ensure that all data that we hold is only accessible through user accounts, that administrative privileges are given only to those who require them to perform their role, and that what administrators can do with the data we hold, is closely controlled.

We protect our devices and software
from viruses and malware

The term malware is short for ‘malicious software’ and includes things such as ransomware and viruses. These programs are designed to infect software. We use proven anti-malware measures to prevent these dangers from entering our systems.

We use only the most secure settings for
our devices and software

As part of our certification, we have checked the settings on all our software and raised the level of security wherever necessary to ensure they cannot be accessed by those who do not have permission.

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

Learn more

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

Gary Cartwright

Mortgage Consultant

Meet Gary

Martin de Winton Smith

Independent Financial Adviser

Meet Martin

Rob Abbott

Regulatory Compliance Manager

Meet Rob

Sarah Don

Administrator

Meet Sarah

Sarah Salt

Paraplanner

Meet Sarah

Tom O’Hara

Practice Manager

Meet Tom

Zoe Wheeler

Client Relationship Manager

Meet Zoe
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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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