WILKINSON Chartered Financial Planners are a firm of holistic financial planners providing truly objective and impartial advice to clients about their present, and future, financial arrangements.
We help clients review their existing affairs, identify their general, and specific, financial goals and aspirations and then take them through the processes required to achieve their stated financial objectives. Each plan is bespoke and focuses on strategy.
Unlike many banks, building societies and other financial planning organisations, we contradict the myth that financial planning requires products (and the hefty (now banned) commissions that were previously earned in the process) and instead, have espoused a non-transactional, advice-driven, approach which is openly transparent and free from product guided bias.
Our speciality is unbiased and unrestricted financial advice - we do not 'push' products.
WILKINSON Chartered Financial Planners is the only firm in the Borders and surrounding area to be awarded the coveted accolade of Chartered status by the Privy Council. Rigorous eligibility criteria relating to standards, capability and conduct must be met in terms of the rquirements and expectations placed on firms wishing to hold the title.
The award reinforces our public commitment to the highest standards of knowledge, behaviour and service. In dealing with us you are therefore assured of the highest standards of professional behaviour through enhanced technical knowledge and adherence to ethical practice.