Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
I have never sought to expand Warren and Warren in a way that would compromise my original business philosophy. Instead, I have only grown my business in a progressive and sustainable way. For example, I only hire staff of the highest calibre, who I know will work hard in meeting the requirements of my clients and who will also commit to improving their expertise through progress in professional examinations.
It may sound cliched, but I really do appreciate that the most important aspect of business is the people - both those I work for and those who work for me. I have never forgotten this leading principle and it has always served me well. This is reflected in the extremely low turnover of both staff and clients alike. My clients appreciate the fact that they do not see a string of different people as the years go by - and that I am planning for their future where that is likely to extend beyond my own working life.
My particular strengths lie in the ability to find the most innovative and tax efficient solutions for my clients, whether they be in business, or if they have already retired. More often than not my solutions have been gained from years of personal experience, rather than anything you will read in a textbook or the Sunday papers!
CeLM - Certificate in Lifetime Mortgages (IFS)
CeMAP - Certificate in Mortgage Advice and Practice (IFS)
CF2 - Investment and Risk (CII)
CF7 - Certificate in Financial Planning and Lifetime Mortgages Activities (CII)
CF8 - Certificate in Financial Planning and Long-Term Care Insurance (CII)
CF9 - Pensions simplification (CII)
HR1 - Home Reversion Plans (CII)
IMC - Investment Management Certificate (CFA)
MAQ - Mortgage Advice Qualification (CII)
AF1 - Personal Tax and Trust Planning (CII)
AFPC - Advanced Financial Planning Certificate (CII)
FPFS - Fellow of Personal Finance Society
Chartered Financial Planner (CII)
AF5 - Financial Planning Process (CII)
G10 - Taxation and Trusts (CII)
G20 - Personal Investment Planning (CII)
G60 - Pensions (CII)
J04 - Pension funding options (CII)
J05 - Pension income options (CII)
K20 - Pensions Investment Options (CII)
R08 - Pensions Update
CF6 - Certificate in Mortgage Advice
R01 - Financial Services Regulation & Ethics.
R02 - Investment Principles & Risk
R04 - Pensions & Retirement Planning
R05 - Financial Protection