Beth Wilkinson Email & Phone Number

I help senior employees and business owners create financial independence through lifelong financial planning.Through a goals-based approach to financial planning, I guide my clients throughout major life events, helping them cut through all the industry jargon and give them the confidence to create the future they want. In particular, I help alleviate key financial concerns, such as:► Am I saving enough for retirement?► Am I making the most of the tax reliefs and allowances available to me?► Is my existing pension and investment provision working hard enough for me?► Are my family protected should the worst happen?► Is my business safeguarded should the worst happen?► How can I make the most of my disposable income without taking on an undue level of risk?If you’re looking to work with someone over multi-decades to put yourself in the best possible financial position, I’d be delighted to arrange a no obligation meeting with you:Email: beth.wilkinson@sjpp.co.ukTel: 07455 905313Address: Independence House, Huddersfield, West Yorkshire, HD3 3LXMore details are available on our website: www.yiotawilkinsonwm.co.ukThe value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.Yiota Wilkinson Wealth Management Ltd 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.SJP Approved 03/04/2023

Listed skills include Supervisor.