Take control of your financial future, today!
At Giles Warren Financial Ltd, we are committed to providing a friendly and bespoke financial planning and wealth management service for clients who want to take control of their own, and their families', financial future. Our process is designed to provide you with complete financial clarity, working with you to define your goals and objectives, and developing a plan to set you on your path towards achieving them.
Our Services
We offer a wide range of services, including Private Client Advice Services, Investment Portfolio Management, Pensions and Drawdown, Retirement Cashflow Planning Advice, Inheritance Tax Advice, Financial Planning, Equity Release, Mortgages, Life Assurance, Critical Illness and Income Protection, and Corporate Advice Services, including Corporate Pension Planning, Death in Service, Company Sickness Benefits, and Relevant Life and Director Tax Planning.
Our financial adviser, Giles Warren, has been helping local people since 1987 and has developed an unbiased and independent financial advice service, with client interests at the core of his business. We work with a team of paraplanners to ensure that our clients receive a personal and professional service, tailored to meet their individual circumstances.
Our Team
Our team is led by Giles Warren, who has been in the financial services industry since 1987. Giles is supported by a team of paraplanners at Paradigm Consulting, who provide complimentary support to ensure that our clients receive expert solutions. Our administrator, Amanda Lee, has over 12 years of experience in the financial services industry and is dedicated to providing exceptional client service.
Why Choose Us
At Giles Warren Financial Ltd, we are committed to providing a personal and professional service, tailored to meet your individual circumstances. We take the time to understand your goals and objectives, and develop a plan to help you achieve them. With over 35 years of experience in the industry, we have developed an unbiased and independent financial advice service, with client interests at the core of our business.
Excellent Customer Service
The reviews highlight the exceptional customer service provided by Giles Warren Financial. Clients have praised the team's prompt responses, tailor-made services, and patient guidance throughout the financial planning process.
Personalized Financial Planning
Reviewers have appreciated the personalized approach to financial planning, which includes understanding individual needs, explaining complex financial concepts in plain English, and providing trustworthy advice.
Expertise and Professionalism
Giles Warren Financial has been commended for its expertise in various areas, including investments, savings, tax efficiency, and mortgage advising. The team's professionalism, honesty, and integrity have earned them a high level of trust from their clients.
Positive Experiences
Clients have reported positive experiences, including feeling well-looked after, calm during market fluctuations, and happy with the arranged financial products. They have also praised the team's ability to reorganize and simplify complex financial situations.
