businesses
Bond Street
Wakefield
West Yorkshire
WF1 2QP
Pension Advice, Investment Advice, Financial Advisor, Financial Adviser, Long Term Care Funding Advice, Chartered Financial Planner
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Friendly and Expert Financial Advice
๐๐๐ง๐ฒ ๐ฉ๐๐จ๐ฉ๐ฅ๐ ๐ก๐๐ฏ๐๐ง'๐ญ ๐ ๐จ๐ญ ๐ญ๐ก๐ ๐ญ๐ข๐ฆ๐ ๐ญ๐จ ๐ ๐๐ญ ๐ญ๐ก๐๐ข๐ซ ๐ก๐๐๐๐ฌ ๐๐ซ๐จ๐ฎ๐ง๐ ๐ฉ๐ฅ๐๐ง๐ง๐ข๐ง๐ ๐ญ๐ก๐๐ข๐ซ ๐๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐๐ฎ๐ญ๐ฎ๐ซ๐, ๐ฌ๐จ ๐ฐ๐ ๐ฎ๐ฌ๐ ๐ ๐ฉ๐ซ๐จ๐๐๐ฌ๐ฌ, ๐ฐ๐ข๐ญ๐ก ๐จ๐ฎ๐ซ ๐๐ฅ๐ข๐๐ง๐ญ๐ฌ, ๐ญ๐จ ๐ก๐๐ฅ๐ฉ ๐ญ๐ก๐๐ฆ ๐๐๐ก๐ข๐๐ฏ๐ ๐ญ๐ก๐๐ข๐ซ ๐๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐ ๐จ๐๐ฅ๐ฌ.
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 gordon.wills@sjpp.co.uk. 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. https://bit.ly/3stqhIJ
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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)
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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).