Welcome to Giles Warren Financial Ltd

We 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.

  • Our process is designed to provide you with complete financial clarity
  • We work with you to define your goals and objectives
  • We develop a plan to set you on your path towards achieving them

Private Client Advice Services

  • Investment Portfolio Management
  • Pensions & Drawdown
  • Retirement Cashflow Planning Advice
  • Inheritance Tax Advice
  • Financial Planning
  • Equity Release Mortgages
  • Life Assurance, Critical Illness & Income Protection

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. Please call us on 01753 290111.

If you would like to sign up for our free Newsletter, please complete the sign-up box below:

Email
FIRSTNAME
LASTNAME

Your home may be repossessed if you do not keep up repayments on your mortgage
With regards to Mortgages we charge an initial fee of £250, and then between 0% and 1% of the mortgage amount on completion. This fee will depend on the complexity of your mortgage and we will provide a bespoke fee agreement for you once we know how complex your mortgage is likely to be. We will also offset any commission we receive from the lender. This commission could be as much as 1% which would mean you would not have any additional fees to pay.
The Financial Conduct Authority (FCA) does not regulate some forms of mortgage

Personal Finance

In another sign that the housing market has lost steam, 84,490 homes were sold in June, some 16,660 fewer homes than last year, according to figures from HMRC.
The inclusion of APR was one of the big surprises in the FCA’s final decision in June on controlling overdraft charges.
The number of mortgages issued with 40-year terms soared last year by more than 20-fold, according to data obtained by estate agent Ludlow Thompson. A Free...
Charlotte Loubser is one of an increasing number of people making claims against their former employers.