Who we are
Clear, expert advice to build, grow and safeguard your family’s wealth
Warren Wealth Limited gives truly independent, impartial financial planning to private individuals, businesses, trustees and registered charities, with a jargon-free approach that puts your interests first.
Director & Independent Financial Adviser
Matt Warren DipPFS
“As an Independent Financial Adviser based in Solihull, my aim is to work closely with my clients to develop a trusted working partnership with them in order to deliver both excellent value and quality straightforward advice for the long term.”
Matt has more than 15 years’ experience in the financial services industry and has run Warren Wealth Limited for over 5 years. He holds the Diploma in Financial Planning (DipPFS) and specialises in investment strategy, retirement planning, and trust and estate planning.
His way of working is built on transparency, straightforward explanations and strict independence. You deal with Matt directly, from the first conversation to every review afterwards.
- Investment strategy
- Retirement planning
- Trust & estate planning
In the community
Part of Solihull, not just based here
Matt is an active volunteer with the Solihull Round Table. He helps organise the annual charity fireworks display in Solihull and the December Santa Sleigh tour through Solihull’s neighbourhoods.
Over the past 4 years the Round Table has raised more than £250,000 for local charities.
- £250k+Raised for local charities
- 4 yrsOf Round Table fundraising
- AnnualSolihull charity fireworks
- DecemberSanta Sleigh tour
How we work
What you can expect from us
Managing your future can be time-consuming. We help simplify things by looking at every part of your financial wellbeing.
Truly independent
Impartial, whole-of-market advice for individuals, businesses, trustees and charities.
No jargon
Plain explanations so you understand what is happening to your money and why.
Home visits
Meet at the Solihull office or at home across Solihull, Birmingham and Warwickshire.
Free first meeting
Your initial 30-minute consultation is free, with no cost and no obligation.
For the long term
Regular reviews that adjust your plan as your life and goals change.
Your interests first
A personal approach to building, expanding and safeguarding family wealth.
Advice process
Three things we make sure of when you invest
Clear communication
We set up a way of keeping in touch that works for you.
Managed risk
We seek to manage risk in your portfolio at the level you are comfortable with.
Regular review
We review and update your plan regularly. See our 6-step pathway.
Ready to Take Control of Your Financial Future?
Your first 30-minute consultation is free, with no cost and no obligation. Tell Matt where you are, where you want to be and when.