Client Testimonials

“Warren is an excellent Financial Planner, a Fellow of the Institute of Financial Planning and a skilled Prestwood Software user. His recommendations to clients are based on a thorough needs analysis linked to lifelong cash flow analyses and his clients’ interests are always uppermost. He has been a member of my Advanced Planners group for several years.”
Paul Etheridge MBE, TD, JP, MBA, FIFP, FCII, CFP, Stourbridge


“Warren has been very helpful in helping us structure our investment approach. While we still have a long way to go, I’m confident that Warren will continue to be able to help us as we become more sophisticated in our strategies.”
James Manktelow, West Sussex


“Warren has always exceeded my expectations, as he ensures that he puts his clients interests first. When dealing with him personally he took the time to understand what I was after and cleared up a lot of questions for me.”
Carl Reader FCCA, Swindon


“I have known Warren on a professional basis for a number of years. He has provided advice for a large number of our clients and me. Having previously worked in a similar field I have come across a number of advisers, yet none come close in terms of knowledge and service that Warren provides. The feedback from my clients, mostly high net worth, is also excellent. His friendly, professional no nonsense approach is always commented upon.”
Kym Watson, Northampton


“Warren is the sounding board and ideas person I need on my team. I earn it and Warren has helped me over the years to design a strong financial future. A brilliant Professional and someone I now consider a close personal friend. I highly recommend him. If you want to you can call me and I will tell you this personally!”
Michael Tipper, Cheltenham


“Warren is exceptional – as a financial advisor he is in a league of his own. He is attentive and genuinely interested in you and what you want, And he knows what he is talking about and delivers. I would go to no-one else and highly recommend him.”
Marie Faire, Bromham


“Warren is a highly trustworthy financial advisor. In these times it’s imperative that I get sound advice, focussed on my individual needs and this is what Warren provides.”
Justin Dunn, Wantage


“Warren is not your normal financial advisor. He approaches my situation holistically, is firm & personable & knows what he’s doing.”
Bruce Hoverd, Enfield


“Warren is a trustworthy individual that will create the very best opportunity for your success. I would recommend his services to anybody that wants a real expert in the field of finance.”
David Bonthuys, Andover


“Our family have used Warrens knowledge and financial skills for many years, he has helped us through retirement, and our sons through business and pension planning. He is invaluable as a sounding board and always comes up with a solution when your not sure of which path to take. Today we were worried about writing a new will…but he came up with the answer. So good to know that he always has the time and knowledge to sort out your financial problems.”
Rosemary Watson, Cotswolds and Marbella


“Marc was totally professional in his work. He took us through hte points of the process of how equity release works, guiding us step by step. We never felt at any time that any pressure was put on us to go through with it. Marc was very reassuring too, he answered all fears & queries. If we knew it was going to be as easy as this we would have done it sooner!”
Mr & Mrs Wooding – Kent

To speak to a member of our team about your financial affairs, call 01793 771093 or email

Client Stories


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