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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 recent team day

September 2020

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.

We are currently looking for a Paraplanner and a Finance Administrator

Our core values

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Putting
people first

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

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Growing people,
adding value

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

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Honesty
and integrity

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

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Reliability
and trust

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

What our clients say

Read our client stories
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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

Director

Meet Richard

Greg Jones

Managing Director

Meet Greg

Adam Dowds

Chartered Financial Planner

Meet Adam

Amy Ball

Paraplanner

Meet Amy

Annie Linford

Administrator

Meet Annie

Claire Vickers

Administration Assistant

Meet Claire

Gary Cartwright

Mortgage Consultant

Meet Gary

Martin de Winton Smith

Independent Financial Adviser

Meet Martin

Rob Abbott

Regulatory Compliance Manager

Meet Rob

Sarah Don

Administrator

Meet Sarah

Sarah Salt

Paraplanner

Meet Sarah

Tom O’Hara

Practice Manager

Meet Tom

Zoe Wheeler

Client Relationship Manager

Meet Zoe
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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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