What do you like about working for Warwick Financial Solutions?

The people.
The flexibility.
The company cares.
The size of the business.
We’re a firm that gets things done.
The culture.
The location.
The laughter.
Supportive management.
Spacious offices.
Potential for progression.
The quizzes.
The burger van.

Feedback from our team day


Join our team

We’re very proud of our people. Along with our core values, they are the most important part of who we are.

Do you share our values? If so, we’d love to hear from you.

As part of the team here at Warwick Financial Solutions you would be joining a friendly, prestigious, highly successful IFA practice, operating from modern, centrally-based offices in Warwick, close to all of the major road and rail networks with the added convenience of free on-street parking.

We also offer flexible work options that support your lifestyle and other caring or family commitments.

Our company is well-established and well-respected by other professionals and by our clients alike, with whom we enjoy very close, long-term and trusted relationships.  We are not a large corporate but a conscientious, friendly company that truly values the great relationships that we build with all our clients.


Our core values


people first

We keep our clients and our team at the heart of everything we do.


Growing people,
adding value

We provide support, and lots of opportunities for learning and development.


and integrity

These are the core values that run through every part of our organisation.


and trust

We couldn’t do our jobs without being trusted to deliver.

What our clients say

Read our client stories

Greg’s approach is very pragmatic and feet on the ground - and it works well. He doesn't blind you with financial lingo

Simon Grantham

Learn more

Our team

You can gain confidence and peace of mind by speaking to a professional when you’re facing a big decision or life transition such as retirement. Come and meet our friendly team.

Meet the team

Richard Payne


Meet Richard

Greg Jones

Managing Director

Meet Greg

Adam Dowds

Chartered Financial Planner

Meet Adam

Amy Ball


Meet Amy

Annie Linford


Meet Annie

Claire Vickers

Administration Assistant

Meet Claire

Rob Abbott

Regulatory Compliance Manager

Meet Rob

Sarah Don


Meet Sarah

Tom O’Hara

Practice Manager

Meet Tom

Zoe Wheeler

Client Relationship Manager

Meet Zoe

Sue Biddle


Meet Sue

Madi Nevin

Junior Administrator

Meet Madi

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

Use our message facility to contact us directly and one of our friendly team will answer your enquiry.