namemark

James Windsor

CeMap
At James Windsor Financial Planning, I provide bespoke financial and mortgage advice to private and corporate clients in and around Worcestershire and South Midlands.

Your home or other property may be repossessed if you do not keep up repayments on your mortgage.

About

James Windsor Financial Planning, was established in 2019, when its Principal James Windsor accepted an invitation to join St. James's Place. Prior to this, the Principal was working in financial services giving advice since 2012.


He has now expanded to offer full holistic financial planning advice, to private clients and companies.


His friendly and empathetic approach gives his clients confidence. He is always seeking the right outcome and their best interests. This is why this business has grown from satisfied client referrals.

Promotions

Item 1 of 2

Advice and services

We offer an excellent wealth management service which will help you achieve your goals

SJPWM-Crop-Blue.svg

St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 14/02/2024

The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.