Testimonials

Find out what our clients say about us:

We really value the feedback our clients give to us as a company and also to individuals who work for us.

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“Josef Nero has been a big help to myself and my partner buying our first home it was a big struggle and all new to us but he has been there every step of the way and we could not have done it without him! I would recommend him to anyone that is looking to buy a house or remortgage etc. Thank you again my friend.”

From Stuart & Helen

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I bloody love the forecast that you have provided – it is clear, easy to read, and overall good news. Thank you. My wife is less happy as she thinks the ostrich approach is best!!! !!
Mr M Hertfordshire M

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We would like to take this opportunity to say how pleased we have been with the performance of the funds. This has enabled us to bring our retirement plans forward and realise how easy it is for us to access cash when we need it. Also, the recent withdrawals were handled very efficiently.
Mr C Bedfordshire 2018

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Hi Greg,

Thank you so much for all your time, patience and coherent advice to David and I today.   You do the impossible of making financial planning sound quite exciting..!!

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Dear Greg,

Thank you for looking after my interests so carefully and calling me about what must have seemed a very unusual request we made yesterday.

With all best wishes and thanks again for your vigilance

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Trusting you to look after my financial interests as you have done for many years now and doing it very well too.

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“Thank you for your clear and informative information at our meeting today.  I am very grateful for the work you have put into it and look forward to seeing the results of your labours’ in the future.  I feel that I understand the options and consequences much more.” Mr Davis March 2019  
Investment
Hi Josef Thank you for meeting with me earlier to explain the position with regard to the pension from Royal London. You explained things in a clear and understandable way for me. Thank you for your on-going work on my behalf. I always find all of the staff there most welcoming and friendly. Regards Anne
Advice
  Dear Zoe  –  Thank you for all your help in sending me the relevant letter guiding me through what I had to complete.   I can now assure you that I have signed the appropriate space and have now posted it on to HMRC. You really are not only kind but also very efficient for which I thank you. Gratefully    Nina
Enquiries and support
Hello Greg I hope you are well?  I referred Mr S to Warwick Financial Solutions and he has had a few meetings with Josef.  He has just been in to see me and was really appreciative of the advice that Josef has given him and said a number of times how grateful he is for the work he is doing for him. I thought you’d like to know. Kind regards Claire March 2019
Local business feedback

Contact Us:

Tel: 01926 400441    Email: info@warwickfs.co.uk

3 Charles Court, Budbrooke Road, Warwick, CV34 5LZ