Author Archives: gileswarren

In my line of work, as an independent financial advisor (IFA), I have the pleasure of speaking to people at all stages of their financial life. Some are just beginning to consider major decisions like pensions and investment, while others … Continue reading →

Whether you are reviewing your pension or looking to invest for the first time, the amount of risk you are willing to take is one of the main decisions you need to make. As most people know, investing wisely is … Continue reading →

Pension drawdown schemes are intended to give clients more control over their pension funds and how and when to extract money from their pension pots. When you set up a pension drawdown scheme, you have the option to take out … Continue reading →

Many of us look forward to retirement and hope that we can be financially secure by the time we finish working for good. Careful planning helps but being aware that taxation can continue even past retirement is important if you … Continue reading →

A new report by an influential think tank has suggested that the tax-free lump sum for pensions should be capped at just £40,000. Giles Warren Financial, and many other independent financial advisors, think this would be a mistake.  Here, we explain … Continue reading →

As trusted providers of financial planning services in Windsor and beyond, we think it’s important to provide you with a quick debrief on how the recent Autumn Budget might impact you. Below we’ll explain how Philip Hammond’s latest Budget will … Continue reading →