Top 10 Independent (IFAs) & Restricted Financial Advisers in Windsor

We are a Chartered Financial Planning firm, providing independent financial planning, wills, trusts, mortgage, insurance and tax advice to private clients, trusts and small businesses. We are based at the Exeter Business Hub, Exeter St. David's Station.

We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.

A dedicated Independent Financial Adviser who places his clients’ interests at the centre of every decision. James believes that truly valuable advice begins with a clear understanding of both your current circumstances and future aspirations.

We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.

We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.

We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.

A dedicated Independent Financial Adviser who places his clients’ interests at the centre of every decision. James believes that truly valuable advice begins with a clear understanding of both your current circumstances and future aspirations.

I am passionate about building long term relationships with my clients to provide bespoke financial planning solutions. A truly ‘whole of market’ approach enables me to provide the best possible financial advice to my clients and their families.

We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.

The importance of financial planning gives us all a chance to plan our futures in the knowledge that we will have a prosperous retirement. I believe in offering exceptional value to my clients through reduced investment charges and great service.