Financial Planners Elite

Directory of the Leading UK Financial Advisers

Julie Wilson

FPFS

CHARTERED FINANCIAL PLANNER

 

Member profile details

Photo
Title
Mrs
First name
Julie
Last name
Wilson
Qualification Letters
FPFS
FSA Individual Reference Number
JBW00005
Status
  • CHARTERED FINANCIAL PLANNER
Gender
Female
 

Contact Details

Job Title
Director
Organization
Pen-Life Chartered Financial Planners
Company logo
Phone
01904 661140
Business address
3 Tudor Court
Address line 2
Opus Avenue
Town/city
York
County
North Yorkshire
Postcode
YO26 6RS
Local postcode area
YO
Region
England - North East
Country
England
Regions served
  • Select
  • England - North East
Other postcode areas served
  • HG
  • Other
 

Financial Planning Service

Our Service in Brief
According to respected financial journalist, Nic Cicutti, there are three main types of adviser. First there are Doctors - they tell you what the problem and cure is, but don't believe you need to know how it works. Then there are Hi-Fi salesmen. They give you the full technical specifications, but you probably won't understand a word. Finally, there are Teachers. Teachers, Nic says, are the best type of advisers. Teachers want to sort your finances out but also want you to know why they are doing it, what the consequences are and how it could work in your favour. Advisers at Pen-Life are teachers, guiding and educating clients to understand potential risks, exploring possible solutions and agreeing a sensible course of action to leave clients free to get on with living. An exploratory meeting is at our expense - and you could learn a lot!
About our Service
We take time to understand our clients' needs and concerns, their current situation, and the actions needed to address the needs and concerns. We then agree a plan, implement the necessary steps and, if appropriate, review the plan, at least annually, to make sure you are on track to achieve your goals, leaving you free to get on with living your life.
Services include:
  • Comprehensive financial planning
  • Lifestyle financial planning
  • Business financial planning
  • Wealth management
  • Inheritance tax planning
  • Retirement planning
  • Pension transfers
  • Pensions and divorce
  • Education fees planning
  • Long term care fees planning
  • Equity release
  • Other
Specialist in
Wealth management
Typical Clients
Wealthy individuals who want to pass down their wealth through the generations without incurring unnecessary tax and without putting their lifestyle under unnecessary risk
Ideal Clients
Wealthy individuals who want to pass down their wealth through the generations without incurring unnecessary tax and without putting their lifestyle under unnecessary risk
How we Charge
1) Report fee
2) Implementation Fee
3) Review fee

We will fully discuss our charges with your at an initial meeting 0-at our expense.
 

Personal Information

Background
Involved in Financial Services for over 30 years, for the last 4 as Director and co-owner of Pen-Life Chartered Finanical Planners based in York. I am a Fellow of the Personal Finance Society and hold a Degree in Financial Planning from Leeds Met.
Family/social
Married to Rob for more years than I care to remember, and two children, Kayleigh aged 22 and Remy aged 16
Interests
Reading, travel, people
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