
Wills Financial Consultancy
Retirement Plan
14A Bond Street, Wakefield, Wakefield, West Yorkshire, WF1 2QP
We work with clients and small company owners to help them plan for the future.
I’m a strange mix of Engineer and Financial Planner, having worked in Production and Engineering Management roles at companies such as Coca Cola, Britvic and Molson Coors Brewers before a complete change in 2008.
I am now a Chartered Financial Planner and a Fellow of the Personal Finance Society (many exams later)
I would say this role is a vocation rather than a job.
My aim is to make sense from financial chaos and help my clients plan for their future .