Business Details
39 Years
experience
Expert Financial Planning & Wealth Management in Windsor
Established in 1987, we have dedicated over 38 years to delivering independent, client-focused financial advice. Our process prioritises your goals through comprehensive financial clarity, tailored planning, and ongoing support. We specialise in pensions, investments, and protection, ensuring solutions align with individual circumstances. Regulated by the Financial Conduct Authority, our expertise is underpinned by a commitment to compliance and ethical standards.We offer no-obligation consultations to discuss your needs, supported by a team of paraplanners and compliance specialists. With offices in Windsor, we serve clients across Berkshire and surrounding regions, combining local knowledge with national regulatory adherence. Our client-centric approach has earned consistent positive feedback, reflecting our dedication to transparency, expertise, and long-term relationships.
Services
Financial Planning
Investment Management
Pensions & Drawdown
Inheritance Tax Advice
Life Assurance
Corporate Pension Planning
Retirement Cashflow Planning
Critical Illness Protection
Estate Planning
Equity Release
Details
- Year established: 1987
Highlights and features
- We offer 38 years of independent financial advisory experience.
- Our client-centric approach ensures tailored financial solutions.
- FCA regulated for compliance and consumer protection.
- No-obligation consultations to discuss your specific needs.
- Supported by specialist compliance and paraplanning teams.
Associations and certifications
- Financial Conduct Authority
- Companies House
What people say
Knowledgeable, trustworthy, efficient
Sympathetic to my situation
Professional and courteous
Excellent service and advice
Personalised financial strategies
Services
Financial Planning
We create tailored financial plans to achieve your long-term goals. Our process involves assessing your current situation, identifying objectives, and developing strategies for retirement, tax efficiency, and wealth preservation. Clients benefit from ongoing reviews and adjustments to ensure alignment with changing circumstances.
Investment Management
Our investment approach focuses on risk-appropriate, diversified portfolios aligned with your financial goals. We offer regular performance reviews, rebalancing, and access to a wide range of funds. Clients receive transparent reporting and expert guidance to optimise returns while managing risk effectively.
Pensions & Drawdown
We specialise in consolidating pensions and creating sustainable income strategies. Services include SIPP management, drawdown planning, and annuity reviews. Clients gain clarity on retirement options, tax implications, and how to maximise their pension benefits securely.
Inheritance Tax Advice
Our specialists identify tax-efficient strategies to preserve wealth for future generations. This includes trust structures, gifting strategies, and lifetime exemptions. Clients receive comprehensive analysis of potential liabilities and actionable plans to reduce inheritance tax exposure legally.
Life Assurance
We design bespoke life insurance policies to protect families and businesses. Options include term assurance, critical illness cover, and income protection. Clients benefit from impartial advice to ensure adequate coverage at competitive premiums, tailored to personal circumstances.
People
Giles Warren
Director
With over 38 years in financial services, Giles specialises in pensions and investment planning. He holds FCA-approved qualifications and leads client advisory services, combining technical expertise with a personal approach to wealth management.
Amanda Lee
Administrator
Amanda brings 12 years of experience in financial administration, supporting client onboarding and documentation processes. Her expertise ensures efficient service delivery and regulatory compliance for all client transactions.
Questions
What financial services do you specialise in?
We specialise in pensions, investment management, inheritance tax planning, life assurance, and corporate financial advice, tailored to individual client needs.
Are you regulated by the FCA?
Yes, we are authorised and regulated by the Financial Conduct Authority (no. 305375) for financial advice and planning services.
How do you charge for your services?
Our fees are transparent and agreed upfront during no-obligation consultations. Details are outlined in our Company Brochure provided before any commitment.
Can you help with pension consolidation?
Yes, we specialise in consolidating multiple pensions into streamlined portfolios, improving management and potential returns while maintaining risk appropriateness.
What areas do you cover?
Based in Windsor, we serve clients across Berkshire, Surrey, and surrounding areas, with remote advisory services available nationwide.
How often are portfolio reviews conducted?
We recommend annual reviews, with additional check-ins for significant life changes or market events, ensuring ongoing alignment with your goals.
Reviews (6)
Jonathan Valentine
Oct 29, 2021
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I found Giles and the team to be very approachable, providing some good insights and a range of suitable options.
Ian Jones
Jun 15, 2021
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I have used Giles for a number of years now, and found him to be the best, concsientious and professional.
Tom Branagan
Mar 24, 2021
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I have been very impressed with Giles and his company. They have consistently provided clear, helpful advice.
Martin Hawker
Mar 23, 2021
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Giles provided a great professional service & replied quickly to any queries that I had. I would highly recommend him and his company.
Matt Baskerville
Jan 25, 2021
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Giles always takes the time to understand our financial needs and we're very happy with the products he's arranged for us on two occasions now. Genuinely independent financial advice I'd be happy to recommend
Neil Singh
Dec 25, 2020
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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.
