Gordon Wills
Wills Financial Consultancy (Financial Advisors) @Wills Financial Consultancy Financial Advisors
Wakefield, GB
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WORK HISTORY
Present
Wills Financial Consultancy (Financial Advisors) @Wills Financial Consultancy Financial Advisors
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EDUCATION
1997 — 1998
The Open University
Cert Man, Management
1981 — 1983
Queens School Rheindahlen
A great eduction with the BAOR Germany, even got a few A Levels., A levels
2009 — 2010
The Chartered Institute for Securities & Investment (The CISI)
Certificate
2017 — 2024
Chartered Management Institute
Fellow of the Chartered Management Institute, Management
1985 — 1989
University of Bradford
BEng, Electrical and Electronic Engineering
2017
Chartered Insurance Institute
Chartered Financial Planner, Finance and Financial Management Services
N/A
University of Gloucestershire
Master's degree, Finance, General
1999 — 2000
University of East Anglia
DMS, Management
SKILLS
Financial AdvisoryWealth ManagementPensionsInvestmentsEstate PlanningWealthSmall BusinessFinanceInheritance Tax PlanningStrategic Financial PlanningIndependent Financial AdviceRetirementPortfolio ManagementRetirement PlanningWillsCoachingBankingProtectionLegislationFundingTaxFinancial ServicesTrustsSavingsMortgage LendingBusinessAsset ManagementFinancial PlanningPension AdviceIncome ProtectionHigh Net Worth IndividualsFixed AnnuitiesInvestment AdviceAdviceTrust and Estate PlanningYou and Your BusinessCompany WillsPension LegislationLong Term Care AdviceCare Fees Specialist
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