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

Corporate Advice Services

  • Corporate Pension Planning
  • Death in Service
  • Company Sickness Benefits
  • Relevant Life
  • Director Tax Planning Services

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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