Welcome to M P Warren & Associates
We are a team of Financial Advisers and Mortgage Advisers all qualified to offer bespoke specialist financial advice.
We have been providing financial advice for 30 years and our service is built around comprehensive financial planning and sound investment principles. We are based in Devon and look after many thousands of clients all over the country. We are proud to offer a range of financial planning solutions which we tailor to suit the individual needs of our clients.
We take time to explore your goals and objectives and tailor a financial strategy specific to your needs.
Our planning process is broken down into a number of stages which focus on ensuring your financial aspirations are met. Having completed a detailed review of your current position and arrangements, we will provide you with specific recommendations and explain the benefits and risks associated with the approach we have recommended.
If you are happy with our recommendations we will help you put your financial plan in place.
As your aspirations evolve over time so should your financial plan and we will be on hand to review this with you on a regular basis.
We offer financial planning advice in a range of areas, including:
- Planning for Retirement
What does retirement mean to you and can you afford it?
- Life Assurance
How much cash would your family need to maintain their lifestyle if you died prematurely?
- Income Protection
If you were unable to work through illness how much of your income would be lost?
- Critical Illness Protection
How much cash would you need to maintain your lifestyle if you were diagnosed with a critical illness?
- Investments/Regular Savings
Is your money working hard enough for you? Are you using all your tax allowances?
- Inheritance Tax Planning
How much of your estate is taxable? Does it need to be?
Is your mortgage right for you?
- General Insurance
Have you adequately protected your property and its contents?
- Will Writing
Will writing is an essential part of everyone's financial planning. When was the last time you reviewed your needs?
Will Writing is not part of the Openwork offering and is offered in our own right. Openwork Limited accepts no responsibility for this aspect of our business.
- Commercial Finance Solutions
We have many innovative ways to finance your business. When was the last time you had a second opinion?
- Business Protection
How do you make sure that your business is protected from unforeseen risks?
- Auto Enrolment
Are you ready? If not, contact us now!