Wills Financial Consultancy (Financial Advisors)
Financial Services • 
Wakefield, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | 34 Bond Street, Wakefield, England WF1 2QP, GB |
| Website | |
| NAICS | 52 |
| Keywords | Income Protection, Retirement Planning, Inheritance Tax Planning, Life Insurance, Financial Planning, Estate Planning, Later Life Planning, Long Term Care Funding, Investmenet Planning, Manufacturing And Engineering Professionals, Working With Attorneys And Trustees |
| Founded | 2010 |
| Employees | 1-10 |
| Socials |
Key Contact at Wills Financial Consultancy (Financial Advisors)
Gordon Wills
Chartered Financial Adviser and Owner of Wills Financial Consultancy
About Wills Financial Consultancy (Financial Advisors)
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).
Wills Financial Consultancy (Financial Advisors) revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Wills Financial Consultancy (Financial Advisors) has never raised funding before.
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