Windsor Financial Planning Ltd

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

We can advise you on

47
£100k+
£100k+
£0+
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

sf
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...
ac
A.C
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...

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.

Any decision to transact business is made by you on the basis of your own enquiries.

To check that an adviser is regulated, you can contact the relevant regulatory or professional body .

Access to and use of this online directory is subject to unbiased.co.uk website terms and conditions and privacy policy .