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

Soaring house prices, generous pensions, cheaper university education, and a raft of benefits have entrenched a popular opinion that older people are far wealthier than the young.
Iain Duncan Smith’s pensions plan ignores class differences in life expectancy, says Guardian columnist Frances Ryan
With September just a matter of weeks away, it can only mean one thing for car buyers - a new number plate. Ben Oliver picks the 10 models to keep an eye out for.
A new report says growing numbers of families live in the buildings but they are often unsuitable.
Millions of middle-aged workers are 'flying blind' towards old age, but it is not too late for them to put their finances straight, according to pension firm Aviva.