Financial planningProviding specialist financial planning advice.

In today's complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge.

This is why we have set up an independent financial advisory arm - Windle & Bowker Financial Solutions Limited.

The Director and his colleagues are each specialists in different fields of financial planning. They will liaise with your accountancy partner to ensure you are always dealing with the appropriate specialist.

They provide advice in the following fields:

  • Retirement planning;
  • Investment planning;
  • Personal life and health protection;
  • Business protection;
  • Employee benefits;
  • Estate and inheritance planning; and
  • Mortgages and commercial lending.

Windle & Bowker Financial Solutions Limited is an Appointed Representative of Whittaker Financial Solutions Limited which is authorised and regulated by the Financial Conduct Authority (FCA) with reference number 409239.

Require more information?

If you would like more information or would like to speak to us direct then call us on 01756 790290. Or if you would prefer, ask us a question online.

Chartered Tax Advisers