Windsor Financial Planning Ltd

Initial consultation free
Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.

We can advise you on

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Richard J Lee FPFS, BSc (Hons)
Chartered Financial Planner / Director

What our clients say

S. F
My wife and I wanted to retire early but we didn't think it would be possible given our finances. We hadn’t used an adviser before, but Richard came highly recommended from a friend of ours. I’m...
I’d been putting off retirement planning for years. A recent house sale finally forced me to contact some advisors. Of all the people I spoke with, Richard just got it. He listened and understood...

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