Financial advisers in Warwick

Our IFAs serving Warwick provide a range of financial planning and advice services, including investments, pensions and tax planning.

Warwick castle viewed across the River Avon, Warwick

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Our nation-wide team includes financial planners serving Warwick. They are passionate about helping people, just like you, manage their money more effectively.

Warwick is an historic market town located on the banks for the River Avon. Known for its medieval castle dating back to William the Conqueror, Warwick boasts one the UK’s leading universities with an alumni of talented writers, actors and comedians including Ruth Jones, Frank Skinner and Stephen Merchant.

Amber River has a highly-qualified team of independent financial advisers serving Warwick and the surrounding area. Our advisers sit on the same side of the table as you. They take the time to listen and ask questions first, so they understand precisely what matters most to you.

They’ll formulate a bespoke financial life plan, carefully laying down the stepping stones that will enable you to reach the goals and ambitions you’ve set for your business, family and future. They are your financial guide, long-term mentor and friend, helping you stay on track at every major milestone you pass.

We go beyond financial advice. This is Life Landscaping®

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Our Warwick Financial Advisers

Here are some of the faces and stories behind our financial advisers serving Warwick.

Mark Pritchard

Director, Chartered Financial Planner

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Steve Elliott Financial Planner
Steve Elliott

Financial Planner

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Dan Baylie Financial Planner
Dan Baylie

Director, Financial Planner

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Chartered Financial Planner
Tim Forsyth

Director, Chartered Financial Planner

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Kelly Russell Financial Planner
Kelly Russell

Financial Planner

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Matthew Lendon

Financial Planner

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Simon Redhead Managing Director
Simon Redhead

Managing Director

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Ian MacVarish Financial Planner
Ian MacVarish

Financial Planner

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Financial advice we offer

Whatever your hopes and dreams, and wherever you are in life, there are inevitably some important decisions and moments that can be difficult and time-consuming to work through. That’s why our team includes people with experience and technical knowledge spanning the financial planning spectrum, from the more straightforward to the most complex.

Financial advice

What our clients say
Small, but important print

Amber River Group companies adhere to the FCAs principles of Treating Customers Fairly (TCF).

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

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