Welcome to Warners Financial Services

Welcome

We provide private and corporate clients with truly independent financial advice. All of our staff members are trained to provide the customer service levels which you would expect from a professional organisation. Whatever the economic climate, we will work with you to ensure that the financial products that you have remain suitable for your needs.

We will help you to make the right choices when planning your financial portfolio. We tailor solutions for your current and future situation to ensue that you have the most suitable products in place.

Our Services

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
 

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

Having completed 3 half marathons my next goal is to up my distance so that I can eventually tackle a full marathon (in under 4 hours), hopefully New York.

I’d also like to continue to improve my skiing and live long enough to see Norwich City FC play in Europe again.




Neil McLennan

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 providing commercial advice on funding and business protection for limited companies, partnerships and sole traders. Also, I continue to specialise in all types of mortgages from residential mortgages, buy to let and commercial lending. 

Business Ambitions

To continue to provide a first class service to all clients, both private and corporate. 

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

Lee Copping

Business Background

I have worked in financial services since 1992, and have worked for Warners Financial Services for the last 8. 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

Mark Hood

Business Background

I have been a qualified financial adviser at Warners Financial Services for around three 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 enjoy my spare time outside of work with an active social life, as well as playing plenty of football!




Craig Gray

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 that VW Camper and go travelling!!
 




Paul Catchpole

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.


Dave Cox

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.