"We may not be able to control the direction of the wind, but we can adjust the sails to reach our destination"
Richard Lee FPFS, Cert CII(MP), BSc (Hons)
Chartered Financial Planner / Managing Director
Richard is a Chartered Financial Planner, Fellow and Pension Transfer Specialist, an accreditation held by fewer than 4% of UK advisers. In 2019 he appeared in The Times newspaper after being selected as one of the UK's best financial advisers. As an industry specialist, Richard is licenced to advise on protected schemes such as final salary and defined benefit pensions. Richard frequently consults other advisers and their clients in this area.
Although an expert in retirement planning, his advance skill set extends to investment and portfolio management, tax and trusts, estate planning, long term care and of course family protection.
Vocation
Richard graduated with an honours degree in Economics and Finance and started his career as a Proprietary Financial Trader specialising in
future derivatives. He performed this role for 3 years prior to advancing into the Financial Planning sector.
He joined a national, independent advisory firm where he developed these skills and played a fundamental role in establishing the Adviser Academy, which supports and develops aspiring individuals into Chartered Advisers. It was here that Richard significantly developed his skills as a Pension Transfer Specialist, supporting roughly 100 advisers.
In 2017 Richard established Windsor Financial Planning which aims to provide holistic financial planning to individuals and their families as opposed to advice or product selling. His aim is to build lasting relationships with his clients, helping them to achieve their financial freedom and to pursue their enjoyments and mitigate financial concerns - To date Richard has over 10 years of experience in the financial sector.
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.