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Wilkinson Financial Management is a Senior Partner Practice of St. James's Place Wealth Management. Established in January 2010 by Richard Wilkinson after leaving the accountancy profession, he firmly believes in the principles of professionalism and trust.
Our clients are the centre of everything we do, recognising that each individual or family is unique, we provide bespoke financial planning advice based around your financial needs and aspirations.
We recognise that your objectives are individual, so our holistic advice is tailored to reflect your personal circumstances. If we do this well, we believe that not only will you remain a client, but that you may also become an advocate for us. In fact, many of our clients have been with our Practice since we started and appreciate our trusted advice as their financial needs and priorities evolve over time.
We specialise in providing financial advice to;
- Chartered accountants
- Senior corporate executives
- City professionals
- People in retirement
Wealth Management, Investment Planning, Retirement Planning, and Protecting You & Your Estate
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The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).
The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Wilkinson Financial Management is a trading name of Wilkinson Wealth Management Limited, a company registered in England and Wales no.09829333
Company Details
- Employees
- 5
- Founded
- -
- Address
- Suite 7, Barrington House, Heyes Lane,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- HQ
- Alderley Edge, Cheshire
Wilkinson Financial Management Questions
Wilkinson Financial Management's website is https://www.wilkinsonfinancialmgt.co.uk/
Wilkinson Financial Management's LinkedIn profile is https://uk.linkedin.com/company/wilkinson-financial-management
Wilkinson Financial Management has
5 employees.
View email and phone details for 5
employees at Wilkinson Financial Management.
Wilkinson Financial Management's industry is
Financial Services
Wilkinson Financial Management's top competitors are
C2safety,
Mcgarrie Vahey & Partners,
Pearwood Financial Planning,
Esper Wealth,
Dbl Asset Management,
Wellnorth Enterprises,
Monzo Luis, S.l.,
Bond Ips,
Buy Uk Data,
Lyndsay Fairhurst - Midavlyn Mortgages.
Wilkinson Financial Management's categories are Financial Services
Wilkinson Financial Management's founding year is 2010
