Meet Warren
See Warren's:
Warren's 9-5
An independent financial planner with more than 35 years of experience in the financial services sector, Warren’s role is to help people meet their financial goals.
His expertise spans a range of areas, including pension accumulation and decumulation, investments, cashflow modelling, Inheritance Tax mitigation and lifetime mortgages.
Warren holds the Certified Financial Planner certification, a qualification which means Warren is required to adhere to strict rules and regulations including a code of ethics that puts the client at the heart of everything.
Warren's home life
Away from the office, Warren is married with two children and is a very proud grandfather. Most of his spare time is spent on the golf course, but he loves all types of competitive sports and supports Liverpool FC.
Warren is also a lover of birds and nature – a calm contrast to the world of sport!
Warren in the spotlight
That’s not all. There is so much more to learn about Warren before you meet them for yourself!
Question:
What is your favourite holiday destination?
Answer:
Duquesa in Spain.
Question:
If you could be any fictional character, who would you be?
Answer:
An avatar.
Question:
What’s the best gift you’ve ever received?
Answer:
My granddaughter, Daisy.
Question:
What are the three small things that make your day better?
Answer:
Coffee, sunshine and my work colleagues.
Question:
When the dessert menu arrives, what are you looking for?
Answer:
Cheese.
Meet the team
We pride ourselves on our strong team ethos. Find out more about who we are and what we do:
