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.

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About Us

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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.

General

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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.

Investments

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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.

Mortgages

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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.

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