Winser Financial Services
Finding the right financial advice can be difficult at the best of times. You need to be confident in their ability to offer advice from the whole of the market and then let you decide whether to take on board the advice without any pressure.
Established in 2003 Winser financial Services Ltd has established a well respected reputation.
The firm now has offices in Berkshire and Cardiff and is able to offer advice and wealth management in all areas of financial planning to any clients across England and Wales.
After 5 years of trading the firm now has over £50 million in client money under management and is constantly taking on new clients. We currently have over 600 clients and work mainly on a recommendation basis. Our aim is to put financial plans in place that sit alongside your lifestyles, your future plans and your attitude to risk.
We offer a no obligation financial review to establish whether we can help generate you and your family extra wealth without any further costs. In most circumstances, we can offer greater potential of generating further wealth whilst reducing costs.
At Winser Financial Services Ltd we look to put in place innovative solutions to make your money grow.
Our Services
We offer a wide range of services from mortgages, pension & retirement planning, saving & investment options, protection and tax planning. Our clients range from individuals looking to save £50 per month to multi-million pound businesses.
Whenever there is a need for financial advice, we are able to help.
In addition to this we have partnerships with a number of professionals in the UK that offer accountancy, will & trust and legal advice. This enables Winser Financial Services Ltd to offer a truly complete service that caters for all.
As part of our review and recommendation process, we advise all clients to have a Will in place or an update to their current Will. Our professional partnership agreements with local solicitors and trust writers enable us to do this.