"We may not be able to control the direction of the wind, but we can adjust the sails to reach our destination"
About Us
Established in 2017, Windsor Financial Planning Limited is an independent, family-run practice. We provide personal, straightforward financial advice tailored to individuals and their families, taking the time to understand what matters most before recommending solutions that support their long-term financial wellbeing.
Our business is built on integrity, professionalism and reliability. We believe financial advice should be transparent, approachable and centred around each client's individual goals, giving you confidence that your financial future is in safe hands.
We are committed to maintaining the highest professional and ethical standards. As members of both the Personal Finance Society (PFS) and the Chartered Insurance Institute (CII), we continually invest in our professional development to ensure our advice remains current, informed and of the highest quality.
Rather than trying to be everything to everyone, we have chosen to specialise in personal financial planning, with particular expertise in retirement and investment planning. This focused approach enables us to deliver specialist advice while providing the personal service and attention to detail that larger firms often cannot match.
Whether you are planning for retirement, protecting your family's future, investing for the years ahead or simply looking for trusted financial guidance, we are here to help. Our aim is to build long-term relationships based on trust, providing ongoing advice and support through every stage of your financial journey.
Our Strength
As a privately owned, debt-free business, Windsor Financial Planning operates independently and is directly authorised by the Financial Conduct Authority. Our independence means every recommendation is made solely with your best interests in mind, without influence from product providers or external shareholders.
Behind every recommendation is a robust compliance and administration function that supports the advice process, allowing us to focus on delivering exceptional personal service while maintaining the highest professional and regulatory standards.
By combining the personal approach of a boutique practice with the strength of a well-governed and professionally supported business, we provide clear, dependable financial advice that you can rely on for the long term.
"The best way to find out if you can trust somebody is to trust them."
Ernest Hemingway
Why Choose Us
Independent advice – We research the whole of the market to recommend the solutions that are most appropriate for your individual needs.
Specialist expertise – We specialise in personal financial planning, with particular expertise in retirement and investment planning.
Highly qualified – Our Director is a Chartered Financial Planner and a Fellow of both the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS).
Exclusive opportunities – Access to selected products and terms available through financial advisers.
No-obligation introductory meeting – Your initial consultation is provided at our expense.
Transparent fees – A clear and straightforward charging structure with no hidden surprises.
Long-term relationships – We are committed to providing trusted advice and ongoing support throughout every stage of your financial journey.
Windsor Financial Planning Limited is Registered in England and Wales, No: 11070527. Registered Address: 4th Floor, 14 Museum Place, City Centre, Cardiff, CF10 3BH. Windsor Financial Planning is authorised and regulated by the Financial Conduct Authority. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.