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Testimonials

"Through NRG we have gained 7 new clients and £50,000 over the last two years"

Rhidian Jones, Route-to-Market


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Owen Williams Profile - NRG Member Directory

Warwick Financial Solutions Ltd

Owen Williams - Warwick Financial Solutions Ltd Online profile

What We Do: We provide advice on all matters of Personal Finance and Finanicial Planning. We provide personal and corporate independent advice on either a fee basis or commission structure to suit the individual. Appointments are available at the client’s home or place of work, or in our own Warwick offices.
Business Sector: Financial Adviser
Expertise: We specialise particularly in Retirement and Investment Planning for Individuals. Personally I also personally specialise in Investment Planning for Charitable Trusts.
Problems we solve: What will my finincial situation look like in retirement?
Can I afford to retire early/send children to private school?
How can I ensure my investments and pensions are suitable for me?
Offerings: Independent Advice. We are not tied to any Fund Houses or Investment Management Companies.

Our Clients

Typical Client Size:

Small (10-49 employees)

Micro (1-9 employees)

Stage of Business:

Growth

Geography:

Wales

West Midlands

Clients we work with: Individuals who want to make sure they are able to meet their finaical goals for the future.

Contact Details

Position: Finanical Consultant
Website: http://www.warwickfs.co.uk

Links

Links:

Linked In

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Group: Coventry
Member Since: 10-05-2011