Greg Jones
Managing Director
Meet Greg
Greg has over 40 years of experience working as an Independent Financial Adviser (IFA), initially working in insurance and then banking. Finding that he couldn’t offer truly client-centred advice in those environments, he went to work for a leading IFA and the first UK member of the Million Dollar Round Table, the Premier Association of Financial Professionals®.
Having seen the difference he could make as an IFA, Greg set up Warwick Financial Solutions in 1991 and, after over 40 years of dedicating his time to improving clients’ lives with his expert advice, is due to retire in 2024.
His extensive experience in the profession has given him a thorough understanding of what is truly important to clients. He specialises in investment, pensions and inheritance planning solutions.
Greg’s day-to-day role encompasses work on client-focused solutions, liaising with staff and colleagues, and planning the business’s strategy. He is delighted to have worked with a team of people equally as passionate about what they do as he is, who enjoy their work, and also know how to have fun.
How I like to spend my time outside work
Windsurfing, sailing, snowboarding, gardening, walking and wild camping in my campervan.
The important stuff
Greg is registered with the Financial Conduct Authority (FCA), registration number GXJ00021.
The FCA requires that all retail investment advisers in the UK hold a Statement of Professional Standing (SPS). An SPS can only be issued by an FCA appointed accredited body, such as the CII, and confirms that an adviser has adhered to a code of ethical standards, holds the required qualifications for the activities they undertake and has completed appropriate CPD.
You can view Greg’s SPS and qualifications by clicking on the buttons below.
SPS QualificationsQualifications
Qualifications
Greg in the spotlight
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.
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.
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
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!
Get in touch
Use our message facility to contact us directly and one of our friendly team will answer your enquiry.
