Meet Greg

Greg has over 30 years’ 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®, in the UK.

Having seen the difference he could make as an IFA, Greg set up Warwick Financial Solutions in 1991.

His more than 30 years in the profession since then have given him a thorough understanding of what is truly important to clients. He now 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, planning the business’s strategy and overseeing compliance responsibilities. He is delighted to work 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 Qualifications

Greg in the spotlight

What is your favourite part of your job?

Helping families achieve their goals and dreams. Enabling clients to enjoy their wealth and achieve financial security.

Is there a sports team you support?

Wasps and Birmingham City FC

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

Food heaven = Fish & BBQ food
Food hell = Peppers

Is there anything you’re embarrassingly bad at?

Sitting still

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

The Salt Path

What is one show you never, ever miss an episode of?

Roadkill

Three things guaranteed to make your day better:

Happy clients and staff, active sport, a view from a mountain top.

What do you have absolutely no patience for?

Selfish people

Which famous person would you most like to have (or have had) a conversation with?

Shackleton

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

Windsurfer, fishing equipment, matches.

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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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