Charles Wilkinson Financial Planning

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 44 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 was a member of the Insurance Institute of Huddersfield between 1974-1986 and their President in 1985.