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Seamless Planning...

"We all want the 'finer things' in our future, only with the correct advice, which is built around your own, very personal and unique situation, do you stand any chance, of reaching for your own stars!"

Windsor Wealth Management Ltd offers a range of services backed by knowledge, expertise and experience.  Whether you are concerned about your eventual retirement or simply feel you are paying too much tax, we can help you find ways of making the most of your money for both the present and the future.

A small change in the way you manage your finances today can make a very considerable difference to your finances in the future.

We provide advice and planning services for people who want to make the most of their finances. We're independent, which means we work for our clients’ interests, not those of a bank or insurance company. 

Once we've understood your aims, aspirations and concerns, we will formulate a plan which will be both tax efficient and flexible and help you make the most of the money you have.

Call us now on 01924 456969 to request a free initial meeting.

Our Areas of Expertise
  • Savings & Investments

    There are many different ways to save, but whichever way you choose, the general idea is the same: to build up some...

    Life Assurance

    The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event ...

    Wealth Management

    Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threa...

  • Pensions

    When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the life...

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Financial Planning

Professional Financial Planning is the process which aims to help you realise your ambitions...

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Wealth Management

Wealth, just like your health, must be carefully preserved. Your assets need to be protected...

Read More

Client Testimonials

  • We handed over our finances to Chris in 2009 with a 10 year plan in mind which he embraced fully and has definitely exceeded our expectations.. The value that Chris has provided over the years has been exceptional, with excellent returns and easy access to funds. He has skilfully managed our investments and importantly kept us regularly updated with quarterly reports and personal meetings. Certainly we could not have managed our money or achieved our plan as Chris has and we are delighted with the results over the last 9 years. We are looking froward to a prosperous future with our finances in safe hands.

    Client Les and Christine Childs
  • We were referred to Chris from good friends of ours, and although we are thrilled with his whole approach, we just wish we'd have met him sooner! His direct and honest approach is like a breath of fresh air.​

    Client John & Max Kopelciw

Our Areas of Expertise home

Savings & Investments

There are many different ways to save, but whichever wa

Life Assurance

The main purpose of Life Assurance is to provide money for t

Wealth Management

Wealth, just like your health, must be carefully preserved.

Pensions

When you retire you still need food and shelter as an absolu