About Stephen Wilkinson FCII, APFS, CFP Cert CII (MP & ER)
Certified & Chartered Financial Planner
Stephen Wilkinson has a broad experience of financial planning, insurance and mortgage broking and a dedicated interest in the financial planning requirements of the elderly client. He believes it is only through high standards of competence, ethics and integrity that we can be seen as caring professionals providing objective advice and operating within the principles of best practice. He has demonstrated his commitment to high standards by pursuing professional academic achievement.
Stephen has worked in the insurance and financial planning business for 43 years, the third generation in a business started by his grandfather in 1947. He became a member of the Chartered Insurance Institute in 1968, qualifying as a Fellow in 1995. He is an Associate of the Personal Finance Society; a member of the Society of Mortgage Professionals, an Associate of the Institute of Financial Planning and the North Yorkshire member for Symponia, a national affinity group for specialist care fees planners.
He was a member of the Insurance Institute of Huddersfield between 1974-1986 and their President in 1985. He is Life Vice-President of the Insurance Institute of York and was their President in 1998; 2010/11 and currently 2011/12. Nationally for the CII, Stephen was a member of the Local Institute Development Committee and a member of the Diversity action group which reports to the Professional Standards Board. He was a member of the Professional Standards Board from 2001-2004. He was a member of the Society of Fellows North East England regional group from 1996-2003 and regional chairman 2000-2002. He is currnetly a member of the CII Awards panel.
Stephen was awarded an Exceptional Service Medal by the CII Awards Panel in 2005 in recognition of his services to both the Insurance Institute of York and the CII. He lectures on the financial services and insurance market to German, Norwegian and Swedish students at York Associates language school. He gives presentations to advisers across northern England on care fees planning for the elderly client.
Married to Veronica they jointly run a successful business in York as Charles Wilkinson Financial Planning Ltd.
Outside of work Stephen enjoys fishing and hiking, particularly challenge walks.