0330 038 8938
Based in York
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FCA status: Certified by Firm
Warwick is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Warwick's status
Last checked: 09 April 2025
Warwick is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Warwick's status
Recent Client Reviews
Warwick has not received any client reviews in the past 12 months
Warwick has not received any reviews in the last 12 months
Warwick has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 26 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Warwick has not yet added their qualifications to their profile
Qualifications not yet added
Warwick has not yet added their qualifications to their profile
Transparent Fees
Warwick has not yet added their fees to their profile
Fees not yet added
Warwick has not yet added their fees to their profile
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Warwick (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Warwick
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Warwick (based on 7 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Warwick is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Warwick's status
Last checked: 09 April 2025
Warwick is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Warwick's status
Recent Client Reviews
Warwick has not received any client reviews in the past 12 months
Warwick has not received any reviews in the last 12 months
Warwick has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 26 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Warwick has not yet added their qualifications to their profile
Qualifications not yet added
Warwick has not yet added their qualifications to their profile
Transparent Fees
Warwick has not yet added their fees to their profile
Fees not yet added
Warwick has not yet added their fees to their profile
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Warwick (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Warwick
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Warwick (based on 7 first impressions)
I live in York with my wife. I grow my own organic fruit and veg on my allotment. I am treasurer for the Bootham Stray Allotments Association and site secretary. I also keep bees and I am passionate about saving and protecting them as without them we are in big trouble. I have six hives and I am hoping for a good summer to expand. I volunteer with Kitchen For Everyone (KEY) and provide outreach services on a Saturday night and breakfasts on a Sunday morning. My other hobbies are sea fishing and rugby league. I have recently had a sea fishing trip to Norway and caught cod in excess of 40lbs and my first Halibut which was around 40lbs. I am planning another trip to Norway this year and hope to catch bigger fish. I have worked as an IFA for 13 years having previously worked as a financial adviser in banks and building societies for 12 years. I pride myself on providing excellent service. I deal with clients investing, building wealth for retirement, retiring and clients who need help with later life planning. Happy to chat to anyone who needs help
Offers available through VouchedFor
Contact Warwick through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Warwick's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378. Succession Wealth Management Ltd is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth, PL6 5FL. Registered Number 07882611.