Financial Consultants

Windsor Financial Services - Independent Financial Advisers

Windsor Financial Services is an independent financial advisory firm based in Salisbury, England. Their team of experienced financial consultants provides a range of financial services to help clients achieve their financial goals. With a focus on personalized solutions, Windsor Financial Services strives to provide the highest level of service to their clients.

Introduction to Windsor Financial Services Independent Financial Advisers

Windsor Financial Services Independent Financial Advisers is a company that provides financial services to its customers. The company was founded many years ago by a group of financial consultants who wanted to help people manage their finances better. What makes this company unique is its commitment to providing personalized services that are tailored to the individual needs of each customer.

Services & products

Windsor Financial Services Independent Financial Advisers offers a range of financial services, including retirement planning, investment management, and wealth management. Customers can also buy insurance policies such as life insurance and disability insurance from the company. The company's financial consultants work closely with each customer to understand their unique financial situation and help them achieve their financial goals.

Location

Windsor Financial Services Independent Financial Advisers is located in Salisbury, England. Salisbury is a historic city with beautiful architecture and a charming town center. The area is known for its many small businesses, including boutique shops and local restaurants. Customers can expect to experience a friendly and welcoming atmosphere in the area. The closest public transportation options to the company are the Salisbury train station (0.7 miles), the Blue Boar Row bus stop (0.2 miles), and the Endless Street bus stop (0.3 miles).

Benefits

Customers should choose Windsor Financial Services Independent Financial Advisers because of the company's commitment to providing personalized services that are tailored to each customer's unique needs. The company's financial consultants are highly trained and experienced in the financial services industry, and they work closely with each customer to help them achieve their financial goals. Additionally, the company has a reputation for being trustworthy and reliable, which is essential when it comes to managing one's finances.

Good to know

Customers should be aware that Windsor Financial Services Independent Financial Advisers is a fee-based financial services company. This means that customers will be charged a fee for the company's services, rather than the company receiving commissions from products that they sell. This fee-based approach ensures that the company's financial consultants are working in the best interest of the customer, rather than trying to sell them products that may not be suitable for their needs.

Reviews

Customers have left positive reviews of Windsor Financial Services Independent Financial Advisers, praising the company's financial consultants for their expertise, professionalism, and personalized approach. Many customers have noted that the company has helped them achieve their financial goals and provided them with peace of mind when it comes to managing their finances.

Amenities

computer
wi-fi
meeting room
coffee maker
reception desk
parking
financial advice
investment advice
tax planning
insurance services

FAQ

What types of financial services do you offer?

We offer a wide range of financial services, including investment planning, retirement planning, tax planning, estate planning, and insurance planning. We work with our clients to understand their financial goals and needs and tailor our services accordingly.

What experience do your financial consultants have?

All of our financial consultants are highly qualified and experienced professionals who have worked in the financial industry for many years. They hold relevant qualifications and are registered with the Financial Conduct Authority (FCA) to provide financial advice.

How do you charge for your services?

We charge for our services on a fee basis, which means that we are transparent about our fees and do not receive commission for recommending specific financial products. Our fees are based on the complexity of the advice required and are agreed with clients before any work is carried out.

Can you provide references or case studies of your past clients?

Yes, we are happy to provide references or case studies of our past clients upon request. We have worked with a wide range of clients and have helped them to achieve their financial goals through our tailored financial planning services.

How will you tailor your services to meet my specific financial goals and needs?

We believe that every client is unique and has their own specific financial goals and needs. That's why we take the time to understand our clients' circumstances and aspirations before developing a tailored financial plan that is designed to meet their individual requirements. We work closely with our clients to ensure that their financial plan is aligned with their long-term goals and objectives.