“Certainly helped me make some sense of the
'complex' pensions industry/products. Most useful.”

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Our Approach continued

Let’s start with a free one-to-one

At Winsec, our intention is to help you understand your financial position so that you will have greater control of your finances. Before we can do that though, we need to understand more about you, so we will meet you at a mutually convenient time and place, for a free, no-obligation consultation. Whether you are an individual or a company, we would like to learn about your current situation, your priorities and goals.

Helping you plan

Once we know more about your financial situation, we will be able to identify weaknesses and opportunities that will help us devise a strategy for achieving your goals. After agreeing a plan for you, we can find the right solutions that suit your needs.

With you for the long-term

After helping you implement your plan we will then continue to monitor progress. As the economy and legislation changes, we can advise you on such matters as protecting your wealth, reducing your tax burden or taking advantage of new opportunities. The point is, we will always be here for you, as we have been for other clients, many of whom have been with us since we opened for business in 1985.

>> See our 4-step planning process

Four steps to planning your financial future
In order to manage your finances more effectively and reach
your goals, a strategy is essential. Here is how we help you devise one.

>> Book an appointment

Winsec Financial Services is a trading name of Blackstone Moregate Limited. Authorised and regulated by the Financial Conduct Authority. Registered in England. Registered No: 03631973.

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