Gordon and Georgina run this friendly, knowlegable and efficient advisery company. Clients should expect their adviser to be knowlegeable, communicate effectively, care about them and be approachable. Gordon is a Chartered Financial Planner and a Fellow of the Personal Finance Society. Georgina is a Diloma qualified Financial planner. Both Gordon and Georgina can help you with your Retirement and Investment Planning needs. In addition Georgina is proficent in Protection Planning.
Gordon is a Fellow of the Personal Finance Society and a Chartered Financial Planner, the gold standard of financial expertise. Gordon is also has a Engineering Degree and after a successful career of working for companies such as Coca Cola Enterprises, Britvic Soft Drinks, Arla Foods and Molson Coors Brewer took on the new challenge of working in Financial Services. After training in Canary Wharf in London, Gordon qualified as a Stock Broker and Financial Planner. Due to the importance of Financial Planning and Financial Wellbeing Gordon only practices as a Financial Planner now and has clients ranging from 6 months old to 95, some of which are ex colleagues. Gordon also teaches Financial Education in schools. Georgina was awarded Honours Degree in Business and Marketing and has since qualified as a Diploma Level Financial Planner, specialising in Protection and Financial Life Planning.
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).
Company Details
- Employees
- 1
- Founded
- -
- Address
- 34 Bond Street, Wakefield,england Wf1 2qp,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Retirement Planning, Financial Planning, Inheritance Tax Planning, Long Term Care Funding, Working with Attorneys and Trustees, Investmenet Planning, Life Insurance, Income Protection, Manufacturing and Engineering Professionals, Estate Planning, Later Life Planning.
- HQ
- Wakefield, England
Wills Financial Consultancy (Financial Advisors) Questions
Wills Financial Consultancy (Financial Advisors)'s website is https://www.willsfinancial.co.uk/
Wills Financial Consultancy (Financial Advisors)'s LinkedIn profile is https://uk.linkedin.com/company/willsfinancialconsultancy
Wills Financial Consultancy (Financial Advisors) has
1 employees.
View email and phone details for 1
employees at Wills Financial Consultancy (Financial Advisors).
Wills Financial Consultancy (Financial Advisors)'s industry is
Financial Services
Wills Financial Consultancy (Financial Advisors)'s top competitors are
Iwealth Financial Ltd,
4life Wealth Management,
Rosemount Financial Solutions (Ifa) Ltd,
Titan Wealth,
Social Finance,
Lazenby's Financial Services,
Harper Financial Associates,
Clarity Wealth Limited,
Progeny,
Succession Wealth.
Wills Financial Consultancy (Financial Advisors)'s categories are Financial Services
Wills Financial Consultancy (Financial Advisors)'s founding year is 2010
