Insurances, Mortgage Brokers, Loan Agencies, Insurance Attorneys, Financial Advisors
Charles Wilkinson Financial Planning Ltd
Charles Wilkinson Financial Planning Ltd is a financial services company based in York, England. They offer a range of services including estate planning, financial advising, consulting, insurance, loans, mortgages, and venture capital. Their team of professionals specialize in economics and law to provide comprehensive financial solutions to their clients.
Introduction to Charles Wilkinson Financial Planning Ltd
Charles Wilkinson Financial Planning Ltd is a financial planning company that has been providing services for over 20 years. The company's purpose is to help individuals and businesses achieve their financial goals by providing expert advice and guidance. What makes this company unique is its focus on personalized service and attention to detail.Services & products
The company offers a range of services, including estate planning, financial advising, consulting, insurance, loans, and mortgage brokering. Customers can buy a variety of financial products from Charles Wilkinson Financial Planning Ltd, including insurance policies, investment portfolios, and venture capital opportunities.Location
Located in the heart of York, Charles Wilkinson Financial Planning Ltd is surrounded by a variety of businesses and attractions. The area is known for its historic architecture and charming shops and restaurants. Customers can expect to experience a bustling city atmosphere when visiting the office. The nearest public transportation options are the York Railway Station (1.2 miles), York Bus Station (0.5 miles), and the Micklegate Bar bus stop (0.2 miles).Benefits
Customers should choose Charles Wilkinson Financial Planning Ltd because of its commitment to personalized service and attention to detail. The company's team of experienced financial advisors and consultants work closely with each customer to create customized financial plans that meet their unique needs.Good to know
Customers should be aware that Charles Wilkinson Financial Planning Ltd specializes in estate planning and insurance, making it an ideal choice for individuals and businesses looking for expert advice in these areas.Reviews
Customers praise Charles Wilkinson Financial Planning Ltd for its knowledgeable and friendly staff, as well as its commitment to personalized service. They appreciate the company's attention to detail and willingness to go above and beyond to help them achieve their financial goals.Amenities
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financial planning -
investment advice
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tax planning
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free consultation
FAQ
What types of mortgages do you offer?
We offer a variety of mortgage options, including fixed-rate, adjustable-rate, and interest-only mortgages. Our team can work with you to determine which option best suits your financial goals and needs.What is your investment philosophy?
Our investment philosophy is centered around creating a customized and diversified portfolio for each client. We believe in taking a long-term approach and regularly monitoring and adjusting portfolios to ensure they align with our clients' goals and risk tolerance.How does your firm bill for legal services and what are your rates?
As a financial planning firm, we do not offer legal services. However, we do have relationships with estate planning attorneys and insurance attorneys who can provide legal services to our clients. Their billing and rates would be separate from our services.What are the fees associated with your services?
Our fees vary depending on the services provided and the complexity of each client's financial situation. We are transparent about our fees and will discuss them with each client before beginning any work. We do not charge commissions and strive to keep our fees competitive within the industry.What is the minimum investment amount required for a partnership?
We do not have a minimum investment amount for partnerships. Our team works with clients of all financial backgrounds and can customize our services to fit their needs and goals. We believe in providing comprehensive financial planning to all individuals, regardless of their investment amount.Reviews
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Sally Ryan
Charles Wilkinson provide professional and caring Financial advice. They take their time to research the best options for you and follow through with excellent advice and organisation skills. Thank you so much. Sally
28-09-2022
