Windsor Financial Planning Ltd

Restricted - Whole of Market  Windsor F P, Torfaen, Cwmbran, NP16 5XG
First meeting at adviser's own cost
Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
We can advise you on
check
Annuity purchase
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Response rating
9.0/10
check
FCA authorised
Last authorised 3rd May 2021
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 & 2020 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 company directors, self employed and individuals on all aspects of their financial planning needs, business or personal, 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).
- Authorised Pension Specialist.
- Discounted access to Investments and Products.
- Fixed Fees.
- Introductory Meeting at my Expense with No Obligation to Proceed.
- Cashflow Modelling.
- Local and Reliable.

Where to find us
Head office address: Windsor F P, PO Box 143, Torfaen, Cwmbran, NP16 5XG
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 3rd May 2021

Similar advisers near you

Independent Financial Adviser 0.34 mi
Our prime focus is to clearly identify your needs, and genuinely get you financial results that you couldn't achieve on your own. We build lasting relationships with our clients and offer personal, no-jargon advice on the best financial products for you.
 
Independent Financial Adviser 0.38 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 0.6 mi
My aim is to educate clients in a straightforward manner that enables them to make informed decisions about their financial options.
 
Restricted - whole of market 2.7 mi
Dr Josh Lewis originally trained and practiced as a GP helping patients with their medical health before recognising that the financial well-being of patients, friends, family and businesses was of equal importance to them in achieving security, success and contentment.