I established Warren and Warren in 1990 and have never looked back since! Having previously worked in the banking sector, I knew this was the only way that I could give my clients the high level of service they deserved, free of the shackles of conflicting corporate demands.

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!

Over 26 years experience of the industry. Joined Warren & Warren in 2003 having worked for a national organisation for over 14 years. A graduate of Hull University (BSc. in Physics) and a Past President of Hull Junior Chamber of Commerce & Shipping. Qualified as a Chartered Financial Planner in 2007. Financial services qualifications are as follows which includes Fellowship of the Personal Finance Society which is widely recognised as the Gold standard for financial advisers.

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

Jessica joined the company in 2009 having previously worked at a solicitors office. She has 8 GCSE's grade A* - C and has NVQ level 2 in Customer Service & Business Administration. She has completed the European Computer Driving Licence and has completed NVQ Level 3 in Business & Administration.

James joined the company in 2012. He has a BA (Hons) Degree in English Literature and Creative Writing. He has also successfully completed the following Chartered Insurance Institute's exams:

Diploma in Regulated Financial Planning

R01 – Financial services, regulation and ethics
R02 – Investment principles and risk
R03 – Personal taxation
R04 – Pensions and retirement planning
R05 – Financial protection Taxation
R06 – Financial planning practice
R07 - Advanced Mortgage Advice
AF1 - Personal Tax & Trust Planning
AF8 - Retirement Income Planning
J02 - Trusts
CF6 - Mortgage Advice
ER1 - Equity Release