Charles Wilkinson Financial Planning Limited

Independent Financial Adviser 118 Fishergate, York, york, YO10 4BB
FCA verified
17th June 2019
We can advise you on
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Self employed
    • ISAs
    • OEICs
    • Traded endowment policies
    • Unit trusts
    • Healthcare
    • Stakeholder
    • Long term care
Meet our advisers
Stephen C S Wilkinson FCII
Where to find us

118 Fishergate, York, york, YO10 4BB

About us

I provide competent, ethical, professionally qualified advice. Recommendations are based on your issues and needs, not focused on the sale of particular products. You pay for what you require on a simple to understand agreed cost basis. I am a member if Symponia who work with families to provide advice and help with the funding of private care fees. I offer one-off, periodic or ongoing financial and insurance advice; financial checkups; second opinions on portfolio design and asset allocation' a review of advice from other advisors or providers.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)

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