Windsor Financial Planning Ltd

Restricted - Whole of Market  Windsor F P, Rogerstone, Newport, NP10 9AE
First meeting at adviser's own cost
Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted 'Top UK Adviser' in The Times Newspaper.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
9.6/10
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FCA authorised
Last authorised 23rd January 2020
Meet our advisers
Richard J Lee FPFS, BSc (Hons)
Chartered Financial Planner / Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

Accreditations
Chartered Financial Planner
What our clients say
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 glad I called him, he explained our options in a way we could understand, options we didn’t know existed which changed everything. Thanks to Richard we’ve retired years ahead of what we expected! I strongly recommend him and trust him completely.
S. Findlay, Pembrokeshire
About us

In 2019 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 licenced and qualified to advise on all pension schemes.

As an industry specialist, advisers across the UK refer their clients to me - approaching me directly will save you money and time.

I help individuals on all aspects of their financial planning needs, most commonly investment, tax and retirement planning. I can make your life easier by helping you plan your finances efficiently and cost effectively

Our services

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)
- Final Salary Pension Specialist
- Preferential Terms on Investments and Products (I may be able to reduce your costs immediately without any product/investment changes)
- Competitive Fees
- Introductory Meeting at my Expense with No Obligation to Proceed
- Impeccable Advice Record
- Always Available When You Need Me
- Not Driven by Corporate Sales Targets

Where to find us

Windsor F P, PO Box 143, Torfaen, Cwmbran, NP16 5XG

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Response rating
9.6/10
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FCA authorised
Last authorised 23rd January 2020

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