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You make it easy for us to enjoy life. We don’t have to worry as you look after our finances in the same way as you look after your own. We are very pleased with how well you have protected us even with everything that is going on in the world right now.

Mr & Mrs K from Stratford

October 2020

A personalised approach

The right investment portfolio for you is one that balances a level of risk you are comfortable taking, with returns that take you to your goals.

For this reason, we offer a highly personalised approach, building discussions in throughout your financial planning journey to ensure we’re able to identify the right path for you.

That will include looking at your objectives and goals as well as the timescale that suits you, understanding your values and what is important to you, and crucially, comprehensively exploring the level of risk you are comfortable exposing your wealth to.

All investments carry an element of risk. Our role is to get the balance right for you so that you are able to achieve your objectives with the least possible risk.

The right portfolio for you, expertly managed

We work alongside experienced fund managers who make investment decisions based on their specialist knowledge and extensive market experience.

Our range of portfolios are built by FE Investments, who combine decades of investment data analysis with the expertise of a specialist investment team. As a client, you will benefit from their portfolio service which enables us to choose from a diverse range of risk profiles and match a portfolio to your individual investment requirements.

For larger portfolios of over £500,000 + there are special portfolios available.

You can also choose from a range of solutions designed for investors who wish to factor in ethical or environmental considerations when building a portfolio.

Whether you are investing for a comfortable retirement, buying a holiday home or hoping to leave a legacy to your loved ones, the diverse range of investment portfolios on offer is designed to help you to achieve your goals.

Please note, the value of investments may fall as well as rise. You may get back less than you originally invested.

Diversifying your portfolio

In order to manage the risk your funds are exposed to, our fund managers will practice some level of ‘diversification.’ With a diversified portfolio you are better placed to mitigate any losses and therefore reduce your exposure to risk.

Each portfolio we build is diversified across different asset classes, using a selection of high-quality funds. This aims to reduce risk while maintaining the required level of return for your personal circumstances.

Portfolios are regularly reviewed and have strict targets that they must meet, to ensure they are taking the appropriate amount of risk.

For more information on any aspect of our approach to our investment, or to discuss your investing options, please contact us using the direct message box or contact details below.

Email: info@warwickfs.co.uk

Tel:  01926 400441

We will explain risk and your investment options in more detail when we meet with you so please contact us before making any decisions.

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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

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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