Our Services

The cost of the initial consultation is met by our office. This can be held at your convenience, at a location of your choice.

Mortgages

We offer a free initial enquiry to all, whether you are first time buyer, moving home or re-financing.

Buying your home is probably the largest single financial commitment you are likely to make and with a range of lenders and thousands of offers to consider, it can be a minefield.

This extensive knowledge can lead to Equity Release Plans and Lifetime Mortgages.

We have resources at our disposal to provide you with a solution every time your circumstances change.

WARNING: YOUR HOME MAY BE REPOSSESSED  IF YOU DO NOT KEEP UP REPAYMENT ON YOUR MORTGAGE. 

Protection

To protect against unforeseen circumstances, traditional life insurance products have been developed over recent decades.

Many people just think that traditional life assurance is only made available as a lump sum.

Family Income Benefit can cover for the loss of a loved one's annual salary and whole of life cover can help towards inheritance tax planning issues.

We can advise on a wide range of products including:
  • Critical Illness Cover (CIC)
  • Life Insurance
  • Family Income Benefit (FIB)
  • Income Protection (PHI)

Investment Management

Warren Financial Planning Ltd undertake a full financial review  before any advice can be given. This will include your participation by completing our risk profiling tool to pinpoint your attitude to risk.

We will sit with you and take you through our advisory process, in plain English, in order that you fully understand the risks involved and that you are comfortable in committing your money for the medium to long term.

We need to have a full understanding of your financial circumstances and objectives prior to recommendations being made. 

We take into account your tax position, existing investments and any individual preferences i.e. ethical funds.

We will find you the most suitable tax wrapper for your individual requirements, to ensure gains are distributed in the most tax efficient manner.

We can advise on a wide range of products including:
  •  ISA's
  • Unit Trusts
  •  Investment Bonds
  •  Investment Trusts

Pension and Retirement Planning

Pensions have considerable tax advantages. Legislation is complex and we provide detailed advice taking into consideration all your personal and business circumstances.

We have in depth knowledge and experience on all aspects of pensions whether this be for personal or company schemes.

Equally as important to building up a pension fund is the advice relating to how you should take your benefits in retirement. This will ensure you optimise your tax advantages both immediately and in the long term.

Care Fees Financial Planning

Many of our clients want to try to retain as much wealth built up over the decades but with the option of first class care in later life. We can convert savings into provision for care fees planning.

We always maintain that all family members are present at such a time to ensure complete peace of mind before reviewing the available options with you.

In order to advise you on later life financial planning, the company has long been CF8 & ER1 qualified.

 Contact information
 Feel free to contact us by email or by phone.    
Contact Telephone
01798 874095
Contact Email
Location

Oakwood

Gay Street Lane

Pulborough

RH20 2HW

United Kingdom

 

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Registered No. 5286021 in England & Wales
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