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 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 Retirement Planning, where we factor in all of your existing pensions, including the State Pension and project them forward to your retirement. .

What ever the challenge we provide our clients with expert advice to 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