James Windsor Financial Planning

James Windsor Financial Planning is an independent financial advisory practice based in Worcester, serving private and corporate clients across Worcestershire and the South Midlands. As an Associate Partner of St. James's Place Wealth Management, the firm delivers bespoke financial planning and mortgage advice backed by over a decade of industry expertise.

Founded in 2019 by Principal James Windsor, who has been advising clients since 2012, the practice specializes in investment planning, retirement planning, protection planning, mortgages, corporate services, and intergenerational wealth management. The firm is known for its holistic, client-focused approach that prioritizes individual goals and financial well-being. James Windsor Financial Planning combines personalized service with access to St.

James's Place's extensive network of wealth management products and professional specialists, offering comprehensive solutions for building and preserving capital across life stages.