Business Details
39 Years
experience
Independent Financial Advisers in Windsor
Established in 1987, Giles Warren Financial provides tailored financial planning and wealth management services designed to empower clients in achieving their long-term financial goals. Our approach prioritises client needs, combining over 38 years of industry experience with a commitment to regulatory compliance and ethical standards. We specialise in pensions, investment management, inheritance tax planning, and corporate financial solutions, supported by a dedicated team of professionals.Our partnership with Paradigm Consulting ensures adherence to the latest compliance requirements, while our FCA authorisation underscores our credibility. We offer no-obligation consultations to help clients navigate their financial journey with confidence, serving clients across the UK from our Windsor-based office.
Services
Financial Planning
Investment Management
Pension Advice
Inheritance Tax Planning
Corporate Financial Solutions
Retirement Cashflow Modelling
Life Assurance
Critical Illness Protection
Details
- Year established: 1987
Highlights and features
- Over 38 years of experience in independent financial advisory services
- FCA-authorised and regulated for compliance and consumer protection
- Bespoke financial strategies tailored to individual client circumstances
- No-obligation initial consultations with transparent fee structures
- Comprehensive support across pensions, investments, and tax planning
Associations and certifications
- Financial Conduct Authority
What people say
Knowledgeable trustworthy efficient
Sympathetic and thorough explanations
Professional and courteous service
Excellent investment returns
Comprehensive financial clarity
Services
Financial Planning
We create custom financial roadmaps addressing retirement goals, tax efficiency, and wealth preservation. Our process involves detailed cashflow modelling and risk assessment to ensure sustainable long-term outcomes. Clients receive regular portfolio reviews and adaptive strategies aligned with changing life circumstances.
Investment Management
Our investment approach combines diversified asset allocation with ongoing performance monitoring. We utilise platforms like M&G Wealth and Hargreaves Lansdown to deliver tax-efficient portfolios tailored to individual risk profiles and financial objectives, with quarterly performance reporting.
Pension & Drawdown
We specialise in consolidating pension pots and implementing flexible drawdown strategies. Services include SIPP management, lifetime allowance optimisation, and income planning to ensure financial security during retirement while maintaining regulatory compliance.
Inheritance Tax Advice
Our tax mitigation strategies focus on reducing inheritance tax liabilities through vehicle-specific solutions like ISAs, trusts, and charitable giving. We provide comprehensive documentation for executors and ongoing adjustments to reflect legislative changes.
Corporate Financial Solutions
We offer director tax planning, death-in-service benefits, and key person insurance for businesses. Our corporate services ensure continuity through structured succession planning and compliance with regulatory requirements for company directors.
People
Giles Warren
Director
With over 38 years in financial services, Giles specialises in comprehensive wealth management. He holds FCA-authorised status and leads client consultations, leveraging extensive experience in pensions, investments, and tax planning to deliver tailored solutions.
Amanda Lee
Administrator
Amanda brings 12+ years of IFA administration expertise, managing client documentation and compliance processes. Her role ensures efficient implementation of financial strategies while maintaining accurate regulatory records.
Questions
What financial planning services do you offer?
We provide retirement planning, investment management, inheritance tax mitigation, and corporate financial solutions tailored to individual circumstances.
Are you regulated by the FCA?
Yes, Giles Warren Financial Ltd is authorised and regulated by the Financial Conduct Authority (no.305375).
What areas do you cover?
While based in Windsor, we advise clients nationwide across the UK through face-to-face, Zoom, and telephone consultations.
How are your fees structured?
Our fees are transparently disclosed in our company brochure, with no hidden charges. We discuss all costs during initial consultations.
