Meet Annie

Annie first came to Warwick Financial Solutions in 2001 for six weeks’ cover when a member of staff was unwell. The rest, as they say, is history, as 19 years later, Annie is still here and a valuable member of our team.

After your meetings with one of our Financial Planners, Annie’s role is to ensure your information is input accurately and that following annual meetings or in between as your life or arrangements change, your records are updated accordingly.

How I like to spend my time outside work

Playing tennis, walking & Pilates.

Annie’s favourite part of her job

Working as part of such a strong but fun team is really enjoyable. And knowing that I’m contributing to clients achieving peace of mind is very rewarding.

Annie in the spotlight

Food heaven and food hell… What are they to you?

Food heaven = Chocolate
Food hell = Broad beans

What is the last book you read that you couldn’t put down?

Lucinda Riley – The Seven Sisters Series

Three things guaranteed to make your day better:

Some sunshine, cup of tea & conversations with my children.

What three items would you take with you to a desert island?

Walking shoes, chocolate, sun cream.


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


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.



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.

Client, Durham


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

Carol Innes


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


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

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