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

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

Virtus Financial Planning has been providing financial advice for over 4 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.

Your first meeting’s costs are covered by your adviser. We can meet in person or online. We offer specialist advice on pensions investments and protection.

I would welcome the opportunity to meet with you to explain how our proposition might match with your expectations.

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

We look forward to helping you achieve your financial goals, from building long-term security and planning for retirement to protecting your family and making your money work harder through effective tax planning.

Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.

As a trusted Financial Adviser and Partner of St. James’s Place, the UK’s largest wealth management company, my role is to listen, understand what you’d like to achieve, and then help build and construct a professional, tailored and robust plan.

"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."

Thousands of people across the UK rely on Wren Sterling for financial planning help. We specialise in pensions, investments, protection and estate planning, helping people to achieve their long-term financial objectives. We're independent too!