Charles Wilkinson Financial Planning

At Charles Wilkinson Financial Planning Ltd, we're more than just financial advisers - we're your trusted partners in achieving financial confidence. With over 40 years of experience, our team of experts has been dedicated to helping individuals and families create a secure financial future. Our mission is to provide you with the guidance and support you need to confidently enjoy today, and tomorrow.

Our Story

Founded on the principles of collaboration and expert knowledge, our company has grown to become a renowned financial planning firm in York, North Yorkshire. Our directors, Stephen and Veronica Wilkinson, have worked tirelessly to build a team that shares their passion for delivering exceptional financial advice. Our team's collective expertise spans decades, and we're proud to say that our blend of knowledge, skills, and passion is the ultimate formula for planning a secure financial future.

Our Services

We understand that every individual's financial journey is unique, which is why we offer a comprehensive range of financial planning services tailored to your specific needs. From financial planning and investment management to retirement planning, inheritance tax planning, and mortgage planning, our expert financial advisers will work closely with you to create a bespoke plan that suits your goals and aspirations. Our services include:

• Financial Planning: Creating a tailored plan to achieve your goals and safeguard your future
• Investment Management: Finding the best and most suitable investment solution for you
• Retirement Planning: Helping you plan for a comfortable retirement
• Inheritance Tax Planning: Minimising your inheritance tax liability
• Mortgage Planning: Finding the right mortgage for your individual needs
• Protection Planning: Protecting your family and loved ones from financial uncertainty

Our Mission

Our goal is to provide you with the financial confidence to live life however you want to, now and in the future. We believe that financial planning should be unique to you, and that's why we take the time to understand your goals, hopes, and dreams. We'll work closely with you to create a common goal of looking after you and your money, and our team of experts will be with you every step of the way.