Windsor Financial Services: FCA regulated?

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 7 years
Your funds are protected by FSCS
No FCA actions

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Website

windsorfinancial.co.uk (opens in a new tab)
Phone number

01722 333208
Address

Windsor Financial Services, 39 Milford Street, Salisbury, Wiltshire, SP1 2AP, United Kingdom

In the full report: 3 background checks

When windsorfinancial.co.uk first appeared online, and whether it can receive email
What kind of line 01722 333208 is
Who else gives the postcode SP1 2AP

FCA permissions and consumer protection

Give regulated advice FSCS may apply
A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
Manage or trade investments FSCS may apply
Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
Complaints Ombudsman, free
You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Show FCA detail (5 permissions)

Advising on investments (except on Pension Transfers and Pension Opt Outs)
Advising on P2P agreements
Advising on Pension Transfers and Pension Opt Outs
Arranging (bringing about) deals in investments
Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Key dates in its history

Windsor Financial Services’s history from the FCA register and Companies House, newest first.

2023

6 November 2023

FCA recorded a standard requirement (Financial Promotions for own firm, ARs and other members of the group)

FCA register

2018

3 December 2018

Regulated by the FCA from this date
Became authorised by the FCA
FCA recorded a standard requirement (Article 3 MiFID exempt firm)

FCA register

Director appointments and resignations, and trading names, appear under All events.

Firms connected to Windsor Financial Services

Other FCA-listed firms that share a director, phone number or address with Windsor Financial Services. A link shows who the firm is tied to, not whether either can be trusted.

connected firm: 1
share its postcode: 1

In the full report: the connected firm, named

How it is linked: the same postcode (1)
Who links it to this firm: the named directors, with dates

Firms like Windsor Financial Services

Other firms of the same type (pension transfer adviser), nearest first.

Elsewhere in the UK

(SMT) Money Matters LimitedCrawleyAuthorised 415 LLPWantageAuthorised Absolute Sense Independent Financial Advisers LimitedElySee the register Acorn to Oaks Financial Services LtdWillenhallAuthorised Active Financial Partners LimitedWaterloovilleAuthorised Active Investment Managers LimitedHullAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Windsor Financial Services

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

3 background checks on its contact details
All 4 events in its history
1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Windsor Financial Services FCA authorised?

Yes, Windsor Financial Services (FRN 804133) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2018 and works as a pension transfer adviser. The FCA has placed no limits on its permissions.

What is Windsor Financial Services’ phone number and website?

The FCA register lists the phone number 01722 333208 and the website windsorfinancial.co.uk for Windsor Financial Services. If you were given different contact details, use these to check with the firm before going any further.

Is Windsor Financial Services a scam or clone?

Windsor Financial Services is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.

Is my money safe with Windsor Financial Services?

Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Windsor Financial Services to the Financial Ombudsman Service, free of charge.