Mr Gordon Wills

Membership category: Affiliate i

'Affiliate' is STEP's entry-level membership category. Affiliates are either working towards gaining the requisite qualifications and/or experience for full STEP membership (TEP), or have chosen to remain at Affiliate level. Affiliates must adhere to STEP's Code of Professional Conduct.

34 Bond Street
United Kingdom

Telephone: +44 (0)1924335863
Practice Areas: Elderly and vulnerable clients, Estate planning/administration, Family business, Insurance, Investment, Philanthropy, Tax, Trust planning/administration
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Estate Planner / Financial Planner / Insurance Advisor / Wealth Management
STEP Qualifications:
STEP Certificate for Financial Services - Trusts and Estate Planning
Wills Financial Consultancy
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.

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