Giles Warren Financial

read moreWe provide 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. Giles Warren has been helping local people since 1987, and with over 30 years experience in the industry, he has developed an unbiased and independent financial advice service, with client interests at the core of his business. We recommend that you book an appointment for a no-obligation meeting so that we can discuss your needs and take you through our Company Brochure to explain the services that we provide.

read moreGiles Warren Financial Ltd is a authorised and regulated by the Financial Conduct Authority. We are a small and privately owned business, with access to an extensive range of complimentary support from a specialist compliance organisation called Paradigm Consulting www.consultparadigm.co.uk. This company helps us to stay up to date with all the latest regulatory requirements to help ensure we deliver compliant and expert solutions for our clients. Our goal is to provide you with a personal and professional service, tailored to meet your individual circumstances.

read moreWe've provided a selection of useful calculators below. Please note that whilst the calculators are accurate, they perform generic calculations that do not take into account your individual circumstances. They should be used as a guide only and not relied upon. Please also note we do not store or see any of the information you input to these calculators.

read moreInvesting money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions. This document looks at the different investment vehicles available to the individual investor together with the key points to note. This is an at-a-glance guide with more detailed information being contained in the other documents on this page.

read moreNot only do you need to consider which mortgage is most suitable for your current needs and circumstances, you also need to think about which interest rate options are most likely to suit your needs. This section has information on the various types of mortgage product which are available. Sometimes people get into debt through no fault of their own and, even if they have been to blame, want to sort things out. Fortunately, there are now some lenders willing to provide adverse credit mortgages and this short guide will help you understand what to expect.

read moreIt's important to plan ahead for your retirement. Here, we explain why pension planning is so critical, and describe some of the options available to you. This information is intended only as guidance. For advice on your specific circumstances, please get in touch. Annuities are historically the most popular option in retirement, with a great many looking for the security that they provide. However, it's unlikely that they will continue to account for as high a proportion of retirement income products as they have in the past.

read moreThe cost of insurance, particularly life insurance has fallen over recent years, whilst the quality of cover has in many cases increased. With this in mind, it makes sense to periodically review your cover with the help of a professional financial adviser. This section provides helpful information on the different types of protection product available. It's a sad fact that whilst most of us are quite happy to insure our car, our house and our travel arrangements to their full value, few of us take quite as much care over our health and loved ones.