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. Giles Warren has been helping local people since 1987, and with over 34 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.
Follow us
Services
Giles Warren Financial Ltd is a authorised and regulated by the Financial Conduct Authority. We are a small and privately owned business, with access to an extensive range of complimentary support from a specialist compliance organisation called Paradigm Consulting www.consultparadigm.co.uk. This company helps us to stay up to date with all the latest regulatory requirements to help ensure we deliver compliant and expert solutions for our clients.Our goal is to provide you with a personal and professional service, tailored to meet your individual circumstances.
This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events. This document contains a short explanation of Capital Gains Tax, the allowances available in the 2022/23 tax year, and how you can use it in your year end tax planning.
Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions. The value of your investments can go down as well as up, so you could get back less than you invested.
Not only do you need to consider which mortgage is most suitable for your current needs and circumstances, you also need to think about which interest rate options are most likely to suit your needs. This section has information on the various types of mortgage product which are available. Sometimes people get into debt through no fault of their own and, even if they have been to blame, want to sort things out.
Reviews (13)
Jonathan Valentine
Oct 29, 2021
Ian Jones
Jun 15, 2021
Lloyd Wood
Apr 21, 2021
Tom Branagan
Mar 24, 2021
Martin Hawker
Mar 23, 2021
Matt Baskerville
Jan 25, 2021
Neil Singh
Dec 25, 2020
Before we met Giles, our investments were spread over multiple expensive offshore accounts and we felt we didn't understand all their details. Giles listened, understood and helped us reorganise. Now we feel our investments are ordered, in good hands and working for us. We found Giles and his team to be friendly and responsive at all times.
Christine Kennedy
Aug 16, 2020
Giles is definitely an expert in his field and has given me great advice on investments, savings and tax efficiency. I've ridden the storm with him keeping me calm during the COVID-19 major market fluctuations which have seen my investments drop back however they are now bouncing back. Very pleased with his advice and expertise. Would definitely recommend.
Stephanie Musk
Aug 04, 2020
Maggi Harrison
Jun 16, 2020
Stuart Nelmes
May 21, 2020
Gillian Pachter
Feb 06, 2016
Giles is great. We came to him after being let down by four different mortgage advisers. Giles stuck with our case and secured us two great mortgages for sums that we didn't think were possible. He is honest and intelligent and consistent, and very good value for money. We are both self-employed, which means that our mortgages were trickier to secure than if we had been employees. Can't recommend him highly enough.
Damian Saunders
Feb 02, 2016
Contentment is knowing that you have a good doctor, a good lawyer, a good accoutant and a great IFA. After kissing a few frogs I settled on Giles some years back as my 'great IFA' and whilst I'd never admit it to him, his fees are dwarfed by his returns. If you can recommend a good lawyer, however, let me know.
