James Windsor Financial Planning

Thank you for all your support.

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

The value of your investment can go down as well as up. You could get back less than you invested.

James Windsor Financial Planning 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).

SJP Approved 01/06/2023

Wishing you all a Happy & Prosperous New Year!

Saving for retirement can feel so daunting that many of us would understandably prefer to avoid thinking about it. But there are also some very compelling reasons for overcoming that hurdle and seeing it as an opportunity as well as a challenge. An interesting read.

Five ways to maximise your retirement savings Follow these simple rules to give your pension pot a boost

Are you tax savvy or missing a trick? Try our quiz and find out Are you tax savvy or missing a trick? Try our quiz and find out

Today marks the end of a successful month, where we have seen:

• 16 families receive the keys to their new home
• The advice and arrangement of moving 4 of our clients' pension schemes from previous employment to refocus their retirement plans.
• Through our financial reviews, put plans in place for several clients to ensure they are working towards their financial goals.

Heading into the last quarter of 2021, we look forward to supporting even more current and future clients in achieving their financial objectives!

Did you know that there is currently nearly £20bn of pension funds unclaimed in the UK?

When was the last time you reviewed yours?

Do you know what your retirement looks like and when you could retire?

Well what a June we had. In probably the most challenging of market conditions in as long as I can remember.
14 new clients taken on.

* We applied for £2,292,525 of mortgage borrowing!!!
Including 6 first time buyers!!!

* Protection overview on 7 families and made sure they are never in a worst position in any event. (Death/Illness/loss of income).

* Completed 2 pension reviews.

By far the busiest month so far, so a big thank you for your support and recommendations.

Please like this test post so i can see who can see it. I’m still trying to figure it out. 🙂

Please like and share my new company page. New posts coming on a regular basis. Thank you for your support.