Wilkinson Financial Management Ltd

Wilkinson Financial Management Ltd provides financial planning advice tailored to the needs of individuals, families, and businesses. Founded in 2010, the firm focuses on building relationships with clients while assisting them in achieving their financial goals.
  • Tax planning
  • Corporate services
  • Retirement planning
  • Protection planning
  • Investment management
  • Bespoke financial planning
  • Mortgages and specialist banking
  • Intergenerational wealth management
Size
Small
Phone
N/A
Website
wilkinsonfinancialmgt.co.uk
Email
N/A
Locations
Suite 7, Barrington House, Heyes Ln, SK9 7LA
01625780790
9:00 - 17:30
Digital Popularity
Popularity over time
Social Media
Competitors
Wren Sterling
Wren Sterling is an independent financial planning expert dedicated to helping individuals and families build a better financial future.
Company Details
Wilkinson Financial Management Ltd is operated by Wilkinson Financial Management Ltd and is a Active company incorporated on 28 September 1972 with the registered office located in Stockport, Greater Manchester. Wilkinson Financial Management Ltd was registered 53 years ago.
Status
Active
Size
Micro
Directors
1
Age
53 years old
Employees
1
Turnover
Unreported
Total Assets
£115.47K
Cash in Bank
£93.14K
Total Liabilities
-£32.66K
Christopher Wilkinson
Director • British • Lives in England • Born in Dec 1947
Mr Christopher Christopher Wilkinson
PSC • British • Lives in UK • Born in Dec 1947
More information on Wilkinson Financial Management Ltd
Teams
All
3
Richard Wilkinson Fca APFS
Senior Partner • Joined Dec 2009
Kelly Brown
Marketing And Business Development Manager • Joined Apr 2023
Caroline Newcombe
Paraplanner • Joined Aug 2024