Wills Financial Consultancy (Financial Advisors)
Financial Planners
14a Bond St, Wakefield WF1 2QP
Most Recent Comments
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March 2024
Gordon is a true professional and iWould recommend him and St James Place to anyone
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March 2024
Friendly and professional.Helped us to sort my mums affairs out at a difficult time.
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February 2024
Georgina my adviser is amazing. Friendly, knowledgeable and helpful without being pushy. Gave me plenty of information and time to make a decision and continues to update and be helpful. I have made a friend as well as obtained a great financial advisor with the backup of a great team behind her. Highly recommend.
More Comments(15)
From Wills Financial Consultancy (Financial Advisors)
We are Financial Planners that help our clients achieve their financial goals. Every client is different so they all have a unique plan, which we work on together. This could be a Retirement Plan, an Investment Plan, A need for Protection or Planning your Estate. If you would like to dicuss anything, please give us a call - we like to chat.
Other Information
Products and services: Long Term Care Funding, Inheritance Tax Planning, Investment Planning and Review, At Retirement options, Retirement Planning, Tax Efficient Investment Planning, income protection insurance, financial services, financial planning, financial consultants, investment consultants, life assurance & pension companies, life assurance & pension consultants, life insurance, pensions, Care home fees, Business Protection, Independent Financial Advisers, Life Assurance and Pension Consultants, Investments, Investment and Trust Companies, FCA Regulated, Equity Release, Commercial and Business Finance, Child Trust Funds, Buy to Let Mortgages
