Our Story

Warwickshire Independent Financial Services Limited is a privately owned company based in the historic market town of Henley-in-Arden. We pride ourselves on providing professional, ethical and client-focused financial advice, built around the individual needs and circumstances of each client.
 

Jon Plant is our Director and Financial Adviser, bringing many years of experience in financial services and a commitment to helping clients make informed decisions and achieve their financial objectives.
 

We aim to provide the best possible solutions across all areas of financial planning, including specialist pension advice, investments, inheritance tax planning, trusts and life cover. We take the time to understand each client's individual circumstances and tailor our recommendations to their needs and objectives.
 

Warwickshire Independent Financial Services Ltd. provides bespoke financial solutions to private clients throughout the UK, combining knowledge, expertise and extensive experience with a personal approach to service. As an independent firm, we are not tied to specific products, insurance companies or providers. This gives us access to the whole of the market, enabling us to offer impartial advice and recommendations designed to serve our clients' best interests.