James Windsor Financial Planning
Worcester, United Kingdom (UK) · Finance and Banking
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Data quality
Complete · Accuracy
Last verified
May 2026
#pensions
#mortgages
#investments
#life assurance
#employee benefits
#trust & estate planning
#building & preserving capital
Overview
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.
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.
Contact Details
+4407711025702
info@jameswindsorfp.co.uk
Worcester, United Kingdom (UK)
Founded
2019
Company Type
Partnership
Employees
2-10
Categories
Keywords
#pensions
#mortgages
#investments
#life assurance
#employee benefits
#trust & estate planning
#building & preserving capital
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