About Us
We are a small dedicated team of IFA's who work to develop long term relationships with our clients. We ensure our clients' financial requirements are catered for throughout the different phases of life by applying our knowledge and professionalism to every aspect of a client's financial needs.
Warren Financial Services, established in 1984, is a family firm which has a graduate staff who are diploma members of the Life Insurance Association.
Using the latest technology we will help you to seek out the most appropriate and cost effective products for your needs.
How we work
We aim to provide you with the service you want:-
We take a pride in listening to our clients.
We will
Review your present situation in as much (or as little) details as you wish.
Discuss your priorities and your plans for the future.
Recommend a course of action in keeping with your budget.
Research the marketplace to find the best products for you.
Guide you through the application process.
Provide an on-going service in the years to come.
How much does it cost?
There is no fee for the initial consultation which will normally last around an hour.
You can then choose whether we are paid on a fee or a commission basis.
If you choose a fee basis we will give you a full written quotation in advance.
If you choose the commission route we will disclose and discuss the amount of commission we will be paid - again in advance.
We have found that the best way to build a long term relationship with clients is to openly discuss and agree the cost of our services.