Welcome to Giles Warren Financial Ltd   

Our goal is to provide you with a friendly and bespoke financial planning and wealth management service.  Our service is designed for people and companies who want to assure their own and their families financial future.

This might be in creating an Investment Portfolio and helping them manage their pensions, ISA's and Unit Trust investments, or helping them build a substantial Buy to Let property portfolio.

We also provide bespoke financial planning reports to ensure you are on track for you goals such as School and University Fee planning.

What ever the challenge we provide our clients with comprehensive advice and help them achieve their goals in the most tax efficient way possible.

Services

  • Investment Portfolio Management
  • Pensions Advice
  • Inheritance Tax Advice
  • Financial Planning
  • Bespoke Investment Advice
  • Residential Mortgages* & Buy to Let Mortgages
  • Commercial Mortgages & Equity Release Mortgages

We have different service levels dependent upon the amount of money that you let us manage for you and we would be more than happy to take you through our brochure to discuss these.  This would be at our offices in Windor, the cost of which would be met by us.  If you would like to take us up on this offer please call us on 01753 290111.

If you would like to sign up for our free Newsletter which we normally send out monthly, please complete the sign up box below:

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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

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