About Us
It may have been true in the past, but nowadays it's not just the 'rich' who need expert financial advice. As our standard of living improves, more and more people find themselves buying all kinds of financial products. When you’re looking at your financial situation you want to know the advice you receive is well informed, up to date and unbiased. You also need to be sure that the service and support you receive throughout the whole process meets your expectations.
From our friendly and personal approach, matching your needs with the ideal solution and providing prompt and professional service. You can count on more than just sound financial advice. We will spend time with you to discuss your objectives and plans for the future. Initially we will help you plan your finances to achieve your short term goals. This means that we really need to get to know you and maintain an understanding of your medium to long term goal. We are truly independent, and our advice is always based on your needs and particular requirements.
Our relationship with our clients is not just a one off service but is an ongoing relationship to ensure that the products we arranged still suit your ever changing circumstances. One of our main roles is to keep tabs on what's going on in the financial services market. New products emerge all the time and existing ones change constantly. So when that happens, we pass that knowledge on to our clients. It is imperative that we keep abreast of, and work within, the regulations of the Financial Services Authority.
Keith Hood
Business Background
Managing Director. I founded the company in 1987 and more than 20 years later I’m still slogging away! My main areas of expertise have been mortgages and insurance although more recently I have started to focus on protection for businesses and Wills.
Business Ambitions
To expand our team of Independent Financial Advisors this year by at least two and continue to improve our website.
Personal Ambitions
To improve my skiing (and avoid trees) and keep fit in general.
Neil McLennan
Business Background
Operations Manager. Joined the company in January 1996 after many years service with Norwich & Peterborough Building Society. Now responsible for aspects of management and compliance as well as undertaking commercial mortgage funding for clients as well as residential mortgages and personal life and general insurance. Also deals with debt management for clients.
Business Ambitions
To continue to provide a first class service to clients and save their money in these tough times as well as assistance where debts have all become too much.
Personal Ambitions
To keep fit through swimming and continue to scuba dive. Also, I am looking forward to seeing my grandchildren grow up.
Lee Copping
Business Background
I have worked in financial services since 1992, and have worked for Warners Financial Services for the last 7. I am a fully qualified Financial Adviser and mainly deal in mortgages and the mortgage and family protection market. More recently I have also turned my attentions to will planning.
Business Ambitions
To continue to expand my client bank, and ensure that my clients continue to receive a very high quality service from me.
Personal Ambitions
To continue to be a good husband to my wife and father to my daughter, and to finish my Lambretta scooter restoration and see it return to the road.
Mark Hood
Business Background
I have been a qualified financial adviser at Warners Financial Services for around two years now. I specialise in life insurance, home insurance and mortgages, though I have recently expanded my services by adding wills and estate planning to my repertoire.
Business Ambitions
I plan to expand my existing client bank whilst maintaining a top level of customer service in the coming years.
Personal Ambitions
To once again see the mighty Norwich City in the premier league!
Craig Gray
Business Background
I have been in financial services since 1992. During this time I have advised on all aspects of financial planning. I joined Warners Financial Services in 2003 and now focus primarily on Mortgages and Protection.
Personal Ambitions
To get to the 2010 World Cup Finals in South Africa – that’s providing I’m allowed to go!
Paul Catchpole
Business Background
I joined the financial services industry in 1996 with Royal London Insurance. During this time I advised in all areas of Financial Planning including Mortgages, Pensions, Investments, Savings, Protection and General Insurance. More recently, I joined Warners Financial Services in 2004 and now concentrate primarily in the areas of Mortgage and Protection advice.
Personal Ambitions
To join Craig in South Africa for the 2010 World Cup Finals although perhaps in slightly more luxury than the 2006 World Cup motorhome experience.
Dave Cox
Business Background
I have worked in Financial Services for the last 8 Years. I am a fully qualified advisor mainly dealing in Mortgages and Life and General Insurance. In the last two years I have specialized a lot in affordable housing schemes and have great satisfaction helping first time buyers. At the other end of the scale I am presently working towards an Equity Release Qualification.
Personal Ambitions
To keep fit and healthy, to continue to provide for my family, and one day to buy the Guinness Factory after I have won the World darts Championship.
Sue Edwards
Business Background
After graduating as a mature student I entered the financial world by joining HSBC and qualified as a financial adviser, with them, some 25 years ago .I have been offering financial advice ever since from Solicitors and Accountants to clients from every walk of life.
I am delighted to have, recently, joined Warners Financial Services. My main expertise and experience lies with Investment and Tax planning and Pension advice, particularly in retirement. I can, of course, offer financial advice on many other financial areas. In fact, many of my existing clients have remained with me for most of my career and I view these as personal friends.