Member Profile

Mr Gordon Wills Affiliate i

Practitioners who have obtained 60 Entry Level credits under the Qualifications and Membership Framework or, have been approved for membership based on prior learning and experience.

Wills Financial Consultancy
34 Bond Street
Wakefield
WF1 2QP
United Kingdom

E: gordon.wills@sjpp.co.uk
T: +44 (0)1924335863
Website: http://www.willsfinancial.co.uk/

Profession:
Estate Planner / Financial Planner / Insurance Advisor / Wealth Management
Practice Area:
Elderly and vulnerable clients, Estate planning/administration, Family business, Insurance, Investment, Philanthropy, Tax, Trust planning/administration
STEP Qualifications:
STEP Certificate for Financial Services - Trusts and Estate Planning
Branch/Chapter:
STEP Yorkshire
Special Interest Groups:
Mental Capacity | Philanthropy Advisors

As a Chartered Financial Planner I am passionate about the Later Life Market and how I can help clients and/or their Family or Attorneys with their future planning. As clients go through their retirement I work with them to ensure that their income is satisfactory for their needs. Later needs will include Long Term Care Funding or Intergenerational Wealth Management.  I have developed processes that ensure that every area of a clients concern, worry or  fear is addressed in an effective way. I am authorised by the Financial Conduct Authority and in addition to my STEP qualifation I am a full member of the Society of Later Life Advisors (SOLLA). The use of 'soft skills' is essential in this area and helps to form an environment of Trust and mutual respect.