"We may not be able to control the direction of the wind, but we can adjust the sails to reach our destination"
Research & Analysis
Once you've decided to proceed, we'll gather all the information needed to develop your personalised financial plan. Where appropriate, we'll obtain details of your existing policies and investments directly from the relevant providers, saving you time and ensuring our assessment is comprehensive.
We'll carefully analyse this information alongside everything we've discussed during your discovery meeting, taking into account your objectives, financial circumstances and attitude to investment risk.
Discovery Meeting
Every client relationship begins with a no-obligation discovery meeting, at our expense. This can be held at a location convenient for you or remotely, depending on your preference. During the meeting, we'll take the time to understand your personal circumstances, financial objectives and future aspirations. We'll also discuss your attitude to investment risk and your capacity for loss, helping us determine how we can best support you.
Before any work is undertaken, we'll explain our services and provide a clear breakdown of our fees, ensuring you have all the information you need to make an informed decision. The discovery meeting is also an opportunity for you to get to know us, ask any questions you may have, and decide whether we're the right financial planning partner for you.
Ongoing Review & Support
Financial planning is an ongoing process, not a one-off event. If you choose to join our ongoing service, we'll review your financial arrangements regularly to ensure they continue to reflect your objectives and keep you on track to achieve them.
Our reviews typically include monitoring investment performance, charges and risk levels, assessing the suitability of your investments, ensuring your protection arrangements remain appropriate, identifying opportunities to improve tax efficiency, and recommending any changes required as your circumstances or legislation evolve.
You'll also have the reassurance of knowing that expert advice is only a phone call or email away whenever you need it. Whether your circumstances change, you have a financial question, or you're considering a new opportunity, we'll be here to provide ongoing guidance and support.
Recommendation & Implementation
Once our research and analysis are complete, we'll meet with you to present our recommendations in clear, straightforward terms. We'll explain how each recommendation aligns with your objectives, discuss the potential benefits and risks, and answer any questions you may have, ensuring you feel fully informed and confident before making any decisions.
We understand that circumstances can change, so if your objectives or financial situation have evolved since our discovery meeting, we'll adapt our recommendations accordingly to ensure they remain appropriate for your needs.
Once you're happy to proceed, we'll take care of the implementation on your behalf, managing the process from start to finish and keeping you informed every step of the way until everything has been completed.
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.