Welcome to 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 and companies 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 School and University Fee planning.
What ever the challenge we provide our clients with comprehensive advice and help them achieve their goals in the most tax efficient way possible.
- Investment Portfolio Management
- Pensions Advice
- Inheritance Tax Advice
- Financial Planning
- Bespoke Investment Advice
- Residential Mortgages* & Buy to Let Mortgages
- Commercial Mortgages & Equity Release Mortgages
We have different service levels dependent upon the amount of money that you let us manage for you and we would be more than happy to take you through our brochure to discuss these. This would be at our offices in Windor, the cost of which would be met by us. If you would like to take us up on this offer please call us on 01753 626866.
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