Charles Wilkinson Financial Planning Limited

Independent Financial Adviser  118 Fishergate, York, North yorkshire, YO10 4BB
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FCA authorised
Last authorised 19th October 2020
We can advise you on
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Stakeholder
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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ISA / Unit Trusts / OEICs
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OEICs
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Traded endowment policies
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Unit trusts
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Healthcare
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Stockbroking services
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Long term care
Meet our advisers
Stephen C S Wilkinson FCII
Director
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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
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    Face to face

118 Fishergate, York, york, YO10 4BB

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