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Wills Financial Consultancy

Category: Financial Advisers

Address: Bond Street, Wakefield, West Yorkshire, WF1 2QP

Landline: 01924 3... Landline: 01924 3...
Mobile: 07886 8... Mobile: 07886 8...

 Website: Visit Website
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 Pension Advice, Investment Advice, Financial Advisor, Financial Adviser, Long Term Care Funding Advice, Chartered Financial Planner

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Business Profile

Friendly and Expert Financial Advice 𝐌𝐚𝐧𝐲 𝐩𝐞𝐨𝐩𝐥𝐞 𝐡𝐚𝐯𝐞𝐧'𝐭 𝐠𝐨𝐭 𝐭𝐡𝐞 𝐭𝐢𝐦𝐞 𝐭𝐨 𝐠𝐞𝐭 𝐭𝐡𝐞𝐢𝐫 𝐡𝐞𝐚𝐝𝐬 𝐚𝐫𝐨𝐮𝐧𝐝 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐭𝐡𝐞𝐢𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐟𝐮𝐭𝐮𝐫𝐞, 𝐬𝐨 𝐰𝐞 𝐮𝐬𝐞 𝐚 𝐩𝐫𝐨𝐜𝐞𝐬𝐬, 𝐰𝐢𝐭𝐡 𝐨𝐮𝐫 𝐜𝐥𝐢𝐞𝐧𝐭𝐬, 𝐭𝐨 𝐡𝐞𝐥𝐩 𝐭𝐡𝐞𝐦 𝐚𝐜𝐡𝐢𝐞𝐯𝐞 𝐭𝐡𝐞𝐢𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐠𝐨𝐚𝐥𝐬.

I worked in Manufacturing and Engineering Management roles within companies such as Coca Cola Enterprises, Britivic Soft Drinks, Arla Foods and Molson Coors Brewers but nobody ever talked to me about my pensions or financial planning. I now work with clients to plan their financial future.

If you would like to discuss your pension, Retirement Planning or Investment Planning concerns, please do not hesitate to contact me on. 07886825367 or I'm happy to have a chat, anytime.

The Process is:

STEP 1 - Let's Meet and talk about your current situation, your concerns and your Financial goals.
STEP 2 - We will work with you to prepare a Financial plan, that will help you achieve your Financial goals.
STEP 3 - We always try to keep things simple. We listen to our clients; they are special to us and they can contact us at any time.

After a successful career in Manufacturing and Engineering Management roles I retrained as a Financial Adviser in 2008. I am now a Chartered Financial Adviser and a Fellow of the Personal Finance Society.

Areas of experise are, Retirement Planning, Inheritance Tax Planning, Investment Planning, Inheritance Tax and Care Planning

VouchedFor Certificate of Excellence Financial Advisor.
The title "Chartered Financial Planner" is the most widely accepted 'gold standard' qualification for professional financial planners and financial advisers in the United Kingdom.
By definition, holders of the Chartered Financial Planner qualification are among the most experienced and most qualified advisers in the profession. I am also a full member of the Society of Later Life Advisors (SOLLA)
Wills Financial Consultancy 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).

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Wills Financial Consultancy
Verified ID: 1490435662282752

Verified 13/07/2021 @ 12:39:08
Last updated 13/07/2021 @ 12:45:00

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