We have a history of building strong, lasting relationships with fellow professionals.

Providing training sessions for solicitors, accountants and corporate advisers to share our technical expertise, we facilitate holistic, multi-disciplinary partnerships where clients seeking legal advice, or who have an existing relationship with an accountant, could benefit from our financial planning expertise.

This includes clients who are:

  • Seeking a divorce or separation
  • Undertaking estate planning
  • Setting or reviewing business objectives
  • Selling or acquiring a business
  • Pursuing a personal injury claim
  • Inheritance Tax planning
  • Long term care planning
  • Buying or selling a home
  • Going through Probate
  • Involved in a Court of Protection case

By working together in partnership, we can equip you with the knowledge you need to advise clients on subjects beyond your specialism.

How we help

If you are a legal professional, accountant or professional adviser, there are many benefits to building a relationship with us for both your own practice and for your clients. You will be able to: Offer solutions to those challenges your clients face that fall outside your own area of expertise Benefit from our expertise and gain from our technical and specialist knowledge Attract new clients as you extend the reach and appeal of your practice Differentiate yourselves from your competitors at a time of increased competition Receive referrals from our own clients who require legal or accounting advice in the course of their work with us

We are always happy to build our network of professional partnerships. If you are interested in working in this ‘joined up’ way with a financial planning that already successfully practice this approach, please get in touch with us. We’d be delighted to hear from you.

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Everything is clearly explained and nothing is too much trouble for this professional and friendly team.

October 2020

The stages of your journey

Your journey with us will be unique, just as your goals and requirements are too. But working in a structured way allows us to best meet your needs and build strong, ongoing relationships.

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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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