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TESTIMONIALS

See What Our Clients Have to Say About Us

Janet G

Relevant advice

The individual advisor I deal with always provides helpful and balanced, and prompt guidance and support.

MM & DM

“ Over the last 16 years Warwick Road/ Beard and Coles have looked after us and given expert help and advice on all aspects of financial planning. Chris Downham and his colleagues have always offered support and guidance when we need it as our situation and our finances have changed over the years. They have always been there if we have any questions, offering a friendly service. We highly recommend this company. ”

Paul G

I approached Warwick Row back in the summer of 2020 with the goal of retiring before the end of March 2021. I had concerns about managing my pension and getting the best return on my investment while ensuring it met my requirements and acceptable risk levels. Fortunately, I was connected with Joshua Exley, who immediately put me at ease and made me feel confident in his expertise.

Throughout the process, Joshua was incredibly supportive and informative. He walked me through all of my options and helped me identify the best strategy for my needs. Thanks to his guidance, I was able to retire at 57 with a comfortable pension that will last far longer than I ever thought possible.

One of the things I appreciate most about working with Warwick Road is the 24/7 visual access to my pension. It's reassuring to be able to monitor its performance and have Joshua available to discuss any concerns or questions I have. The experience has been easy and stress-free, thanks to Joshua's understanding and friendly approach.

Overall, I highly recommend Warwick Row to anyone who needs help managing their pension and making the most of their investment. They offer professional and personalized service that can benefit anyone, especially those with little to no knowledge of pensions.

Ann P

Excellent company

Would definitely use this company again. Nothing was too much trouble. Kept us up to date with everything. 10/10

Andrew D

Good professional and personal advice

I would recommend Warwick Road Financial services to anybody who appreciates personal service and a business with a face. Helpful and honest.

FULL RANGE OF FINANCIAL AND PROTECTION SERVICES

Our Services

Featured below are the ones our clients ask for most frequently.

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Financial Advisers Located in Aldermaston, Berkshire

Welcome to Warwick Road Financial Services Ltd

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Warwick Road Financial Services Limited offers a range of services backed by knowledge, expertise and experience.

Whether our clients are concerned about their eventual retirement, want to save for a forthcoming event, need to protect their family, or simply feel they are paying too much tax, we can help them find ways of making the most of their money for both the present and the future.

Below is a list of the main areas where we can provide expertise and offer assistance.

Whatever the service provided, we approach its provision in the same way – honestly, objectively and expertly.

Call us today on 01189 813464 or email us at info@warwickroad.co.uk and we'll be pleased to help you.

Will Writing is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business.

The Financial Conduct Authority does not regulate Will Writing, Tax Planning, Estate Planning and Trusts.

OUR PLAN FOR YOU

Here's how we formulate the plan towards Your Goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

Initial consultation

The purpose of this is to identify and understand your personal needs and objectives.
Review Process

This could be specifically related to particular issues you feel require attention or encompass a complete overview of your entire financial situation.
Research Process

Using the results of our review process we will help you to achieve your personal financial needs & objectives.
Recommendations

We present to you our report detailing the results of our research and a recommended strategy.
Implementation

This may involve arranging investments or products on your behalf or simply implementing a specific financial planning process, such as estate planning.
Ongoing Service

We are monitoring your ongoing position to ensure that the strategy continues to meet your requirements.