Warren Wealth Limited

Independent Financial Adviser  50 Beechwood Park Road, Solihull, West midlands, B91 1ES
First meeting at adviser's own cost
We focus on you, not your money. No two people are the same and have the same needs. We’ll spend time understanding your current financial problems and aspirations, then develop plans to solve the former and achieve the latter.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Estate planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
9.2/10
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FCA authorised
Last authorised 28th September 2020
Meet our advisers
Matthew Warren
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

About us

With over 10 years experience we can assist with all aspects of financial planning for private & corporate clients along with trustees and charities.

Warren Wealth Limited specialises in personalised Whole of Market Independent Financial Advice.
We manage our client’s financial affairs whilst building lasting long-term relationships. Providing independent financial advice for clients throughout Solihull, Warwickshire, The Cotswolds and Surrounding areas.

Our services

We’re independent: When we implement your financial plan our status as Independent Financial Advisers allows us to select products from the whole market.

At the heart of what we do is helping you achieve the lifestyle you want for you and your family now and in the future.

Where to find us
Head office address: 50 Beechwood Park Road, Solihull, West Midlands, B91 1ES
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Warren Wealth Limited is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting The Financial Services Register.
Registered Office: 50 Beechwood Park Road, Solihull, B91 1ES. Tel: <phone number hidden> Registered in England and Wales. Registration number 12079500

Response rating
9.2/10
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FCA authorised
Last authorised 28th September 2020

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