Wilkinson Financial Management Ltd
aka Wilkinson Chartered Financial Planners, Wilkinson, Wilkinson Financial Management Ltd
Authorised FRN 312045
About
We provide tailored, expert financial advice for every generation helping to protect and enhance your family’s future. We work with you to understand your financial objectives and implement effect...
Source: wilkinsonwealth.co.ukContact & Location
Monday8:00 AM – 8:00 PM
Tuesday8:00 AM – 8:00 PM
Wednesday8:00 AM – 8:00 PM
Thursday8:00 AM – 8:00 PM
Friday8:00 AM – 8:00 PM
SaturdayClosed
SundayClosed
Regulatory Information
- FRN
- 312045
- Status
- Authorised
- Date Authorised
- 31 October 2004
- Years Authorised
- 21 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Advising on regulated mortgage contracts
- ✓Making arrangements with a view to transactions in investments
- ✓Dealing in investments as agent
- ✓Assisting in the administration and performance of a contract of insurance
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 01074083
- Company Status
- Active
- Incorporation Date
- 28 September 1972
- Directors
- 1
- Accounts Category
- Unaudited Abridged
- Last Accounts Filed
- 30 June 2025
- SIC Codes
- 66220
Team (1)
Christopher Wilkinson
ApprovedCertified
Quick Facts
- Edinburgh, Scotland
- 21 years FCA-authorised
- 2 registered individuals
- 5 specialisms
- 11 FCA permissions
- CH 01074083
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.