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.

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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

A new mortgage deal allows applicants to borrow up to 5.5 times their annual income. But do you risk taking on more debt than you can afford?
Emily Evans bought her first doer-upper in Bridgwater, Somerset, aged 19, with her then boyfriend. They put down a £16,000 deposit and snapped up the Victorian semi for £160,000.
Britain's biggest independent tour operator has suffered a dire few days that saw its share price fall 40 per cent after posting a £1.5 billion half-year loss.
The 2019 Toyota GR Supra has been developed and built in collaboration with BMW and its Z4 roadster. RAY MASSEY travels to Spain to put it through the paces on the road and track.
We take a look at some of the companies hitting the headlines this week and what may be in store for them.