Windsor Financial Planning Ltd
Cardiff, Glamorgan
Cardiff, Glamorgan
Our approach is simple, we establish your objectives, and provide you with the best possible solutions to achieve them.
As a Chartered Financial Planner and Pension Transfer Specialist, you can be confident that you'll receive the highest quality of advice.
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What inspired you to start your own business?
I wanted to provide a service that was fairly priced, personal, dependable and focussed on holistic financial planning. That is, helping clients to achieve their overall financial goals. As the director, I can ensure that the service provided focusses on exactly that and is not driven by product sales and uneccessary business targets as commonly found with larger firms.
Why should our clients choose you?
I'm a chartered financial planner and pension transfer specialist which places me as one of the UK's highest qualified financial planners. As my business is established, I'm not driven by sales or targets but rather by the quality of advice I provide. Build a strong reputation of impeccable service, and the business takes care of itself.
I go above and beyond for my clients, I'm candid in every way and you can be sure that you'll receive advice that's in your best interest and cost effective. If I cannot provide a solution that's cost effective, I'll tell you, either way I'll do what I can to help.
Our Services
- Retirement Planning and Pension Advice
- Final Salary Advice
- Pension Consolidation
- Pension Freedoms
- Investment and Savings Advice
- Insurance: Life, Mortgage Protection, Income Protection etc
- Tax Planning
- Remortgaging
