About Us

At Warren House Chartered Financial Planners our number one priority is to provide our clients with a first class service. We aim to inspire confidence that you're in the best possible financial position for your long-term future.

One of our most valued services is offering face to face advice to individuals from Chartered Financial Planners covering topics such as:

  • Long-term investments
  • Building and preserving capital
  • Retirement planning for both individuals and employees of our corporate schemes
  • Protection for individuals and their families against sickness and/or death
  • Inheritance tax planning in line with changing legislation
  • Retirement income planning; i.e. using employees personal target retirement date and income and designing an investment and contribution model with an aim to meet this objective

Should your need be to freshen up or create an attractive and compliant employee benefits programme we are able to construct tailor made solutions ranging from group death in service, group pension schemes and child care vouchers through to flexible benefits schemes, auto enrolment and trustee investments for defined benefit schemes.

The design of an employee benefits package should be based on the goals of the Company in combination with those most valued by your employees and of the firm's budget and as well as traditional group pensions and life cover consider some of the following:

  • Online employee surveys to agree most highly sought after benefits
  • Total Reward Statements
  • Salary Exchange for pensions and other HMRC approved benefits
  • Cash plans and Private Medical Scheme design
  • Online, written and face to face communications including ‘flexible benefits’

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

E-Briefing Service

Stay up-to-date with the latest Industry Insights

Enter your email address and register or update your existing email preferences.