Beth Wilkinson Email and Phone Number
Beth Wilkinson phone numbers
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
Zenia Wealth Management
View- Website:
- zeniawealth.co.uk
- Employees:
- 6
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Chartered Financial Planner And Appointed Representative Of St. James’S PlaceZenia Wealth ManagementHuddersfield, Gb -
Financial Adviser And Appointed Representative Of St. James’S PlaceYiota Wilkinson Wealth Management Mar 2021 - PresentWest Yorkshire, England, United KingdomSt. James's Place Wealth Management is one of the UK’s leading wealth management organisations, specialising in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management. -
Partner Practice ManagerSt. James’S Place Wealth Management Jul 2019 - Mar 2021Leeds, United KingdomYiota Wilkinson Wealth Management Ltd, Partner Practice of St. James's Place -
Bsc (Hons) University StudentDurham University Sep 2016 - Aug 2019Durham, United KingdomAttained a Bachelor of Science (Hons) degree in Chemistry at Upper Second-Class Honours level. A globally outstanding centre of teaching and research excellence, a collegiate community of extraordinary people, a unique and historic setting.
Beth Wilkinson Skills
Beth Wilkinson Education Details
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Licensed -
The Brooksbank School Sports CollegeChemistry
Frequently Asked Questions about Beth Wilkinson
What company does Beth Wilkinson work for?
Beth Wilkinson works for Zenia Wealth Management
What is Beth Wilkinson's role at the current company?
Beth Wilkinson's current role is Chartered Financial Planner and Appointed Representative of St. James’s Place.
What is Beth Wilkinson's direct phone number?
Beth Wilkinson's direct phone number is +161929*****
What schools did Beth Wilkinson attend?
Beth Wilkinson attended Chartered Insurance Institute, Durham University, Greenhead College, The Brooksbank School Sports College.
What skills is Beth Wilkinson known for?
Beth Wilkinson has skills like Supervisor.
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Beth Wilkinson
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Beth Wilkinson
Customer Onboarding Manager | Bsc Hons Psychology | Nottingham University AlumniLeeds1arbor-education.com -
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