Windsor Financial Planning Ltd

Financial Adviser (Restricted Whole of Market) Windsor F P, PO Box 143, Torfaen, Cwmbran, NP44 9DJ
First meeting at adviser's own cost
Response rating
9.3 /10
FCA verified
9th September 2019
Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted as a Top UK Adviser in The Times Newspaper.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
Richard J Lee FPFS, BSc (Hons)
Chartered Financial Planner / Director
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
Where to find us

Windsor F P, PO Box 143, Torfaen, Cwmbran, NP44 9DJ

Make an enquiry
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

As the Managing Director with 8 years’ experience in the finance sector, I can ensure you receive the very best service. I encourage you to obtain quotes elsewhere and compare them with mine, you will not be disappointed.

Our services

Why Choose Me?
- I'm a 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 (save money approaching me directly)
- Preferential Terms on Investments and Products (we may be able to reduce your costs immediately without any product/investment changes)
- Low, Percentage & Fixed Costs
- 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

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Compliance

Windsor Financial Planning Limited is Registered in England and Wales, No: 11070527. Registered Address: Cas-Gwent Chambers, Welsh Street, Chepstow, NP16 5XG.

Windsor Financial Planning Limited is an appointed representative of Quilter Financial Services Limited, which are authorised and regulated by the Financial Conduct Authority.

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