• Charles Wilkinson Financial Planning Ltd
  • 118 Fishergate
  • York
  • North Yorkshire
  • YO10 4BB
  • Tel: 01904 631839/656104
  • Fax: 01904 671080

Free Consultation

There is no catch or obligation on your part; we will cover the costs for the initial consultation

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Free Consultation

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Just looking for advice?
We realise that sometimes, people just want to talk, 
to get another opinion.

No commitment, no salesmen, just talk.
Just looking for advice? We realise that sometimes, people just want to talk, to get another opinion. No commitment, no salesmen, just talk.
Inheritance Tax.
Are you happy at the thought of the taxman having a chunk of your estate?

If not, let's talk.
Inheritance Tax. Are you happy at the thought of the taxman having a chunk of your estate? If not, let's talk.
Investment Services.
Whether investing for growth, income or both. 
We can provide a full investment & portfolio planning service for you.
Investment Services. Whether investing for growth, income or both. We can provide a full investment & portfolio planning service for you.
Retiremnet planning.
On course for a comfortable retirement? How do the 2006 changes affect you?
Retiremnet planning. On course for a comfortable retirement? How do the 2006 changes affect you?

Inheritance Tax Planning is not regulated by the Financial Services Authority

 

The Ultimate Care Fees Planning Handbook

 

Contact us to request "The Ultimate Guide to Care Fees Planning"

 

Online Quotes and Services

Protecting your present

Planning your future

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