About Windsor Financial Planning Ltd

Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
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.
Pensions & retirement: