Peter Windsor
Windsor Financial Services
The team at Windsor Financial Services has many years’ experience providing practical financial planning advice to people, families and businesses in Salisbury, Wiltshire and the surrounding area.
We provide independent financial advice across a wide range of services including investments, savings, pensions and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.
We can also provide specialist advice for the self employed and other small businesses including services such as book keeping, Accounts and Tax Return preparation.
In addition, we have access to other professional advisers including expert mortgage advisers, solicitors and accountants.
Services
Protection Services
Financial products are sometimes at their most useful when they are protecting our families, our incomes or our property.
Checked on
24.04.2024
Savings and Investments
From childhood, most of us are told to put away money to save for the future – perhaps for something special; or maybe to be sure that when we really need something we have the funds to acquire it, without taking on debt. People’s aims are broadly the same; to provide for future needs, and to protect ourselves against unexpected expenditure, events and inflation. When planning your finances, it is important to distinguish between savings and investments. Savings are generally funds that you se...
Checked on
24.04.2024
Pensions
Pensions are designed to enable you to save sufficient money during your working life to provide an income stream for you to live comfortably after you have retired.
Checked on
24.04.2024
Mortgages
Mortgages are one of the largest single transactions in most people’s lives. Buying a property can be a stressful and time consuming experience; nowadays the financing of a mortgage is a case of finding and selecting the most suitable mortgage, rather than simply accepting a lender’s offer.
Checked on
24.04.2024
Wills, Probate and Tax Advice
If you die without a Will, then the government will decide who will inherit your estate in accordance with the Rules of Intestacy. These were drawn up in the 1920s, and despite major revisions in 2014, may not accord with your wishes. Depending upon circumstances and the size of your estate, your spouse may end up sharing your assets with your children. Married partners or civil partners inherit under the rules of intestacy only if they are married or in a civil partnership at the time of death....
Checked on
24.04.2024
Accreditations
Financial Conduct Authority
Checked on
24.04.2024
FCA
Insurances
Awaiting confirmation of PII
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Peter Windsor
Adviser contact details
- 01722 333208