James Windsor Financial Planning
Financial consultant, specialising in pensions, investments and mortgages.
Thank you for all your support.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of your investment can go down as well as up. You could get back less than you invested.
James Windsor Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).
SJP Approved 01/06/2023
31/12/2022
Wishing you all a Happy & Prosperous New Year!
16/03/2022
Are you tax savvy or missing a trick? Try our quiz and find out Are you tax savvy or missing a trick? Try our quiz and find out
30/09/2021
Today marks the end of a successful month, where we have seen:
• 16 families receive the keys to their new home
• The advice and arrangement of moving 4 of our clients' pension schemes from previous employment to refocus their retirement plans.
• Through our financial reviews, put plans in place for several clients to ensure they are working towards their financial goals.
Heading into the last quarter of 2021, we look forward to supporting even more current and future clients in achieving their financial objectives!
14/09/2021
Did you know that there is currently nearly £20bn of pension funds unclaimed in the UK?
When was the last time you reviewed yours?
Do you know what your retirement looks like and when you could retire?
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Contact the business
Website
Address
Worcester
WR1
Opening Hours
| Monday | 8am - 6pm |
| Tuesday | 8am - 6pm |
| Wednesday | 8am - 6pm |
| Thursday | 8am - 8pm |
| Friday | 8am - 6pm |
| Saturday | 8am - 6pm |
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Approved by The Openwork Partnership on 18/12/2023 following recent FCA rule changes