Windsor Financial Planning Ltd

In 2023 voted as one of the UK's top Financial Advisers in The Times newspaper.  I'm a Chartered Financial Planner and Final Salary Pension Specialist, meaning I am one of the few advisers in the UK qualified to advise on all pension schemes.   

I help company directors, self employed and individuals on all aspects of their personal financial planning needs, with a specialism in pension and investment planning. 

I can make your life easier by helping you plan your finances efficiently and cost effectively.  We're a family run business which prides itself on providing a more personal and bespoke service.

Why Choose Me? 

- Chartered Financial Planner & Fellow of the Chartered Insurance Institute (the highest qualification attainable, fewer than 4% of UK advisers have achieved this standard).
- Independent & unibiased advice - research and recommendations from the whole of the market.
- Discounted access to investments and products.
- Fixed fees and transparency - no nasty surprises.
- Introductory meeting at my expense with no obligation to proceed.
- Cashflow modelling.
- Local and reliable family business – personal service.