I founded Wilkinson Financial Management in January 2010, after leaving the accountancy profession to join the St. James's Place Academy. Already qualified as a Chartered Accountant, I trained as a financial planner and I am a member of the Chartered Insurance Institute (CII) and remain a member of the Institute of Chartered Accountants in England and Wales (ICAEW).As a Chartered Financial Planner, I have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK's leading advisers that is wholly committed to providing you with the best possible advice, service and support.I established the Practice based on the principles of professionalism and trust. Our clients are the centre of everything we do, recognising that each individual and family is unique. We provide bespoke financial planning advice based around your financial needs and aspirations. We specialise in the following areas:• Retirement Planning• Financial Protection against risk • Investment Planning• Trust & Estate PlanningMany of my clients are busy professional Accountants working in Practice (as Partners and Directors), senior corporate directors within industry and private individuals and families. My practice is based in Wilmslow, Cheshire, we predominantly work with clients in the North West of England, however, due to my specialism of providing financial advice to Accountants we do have clients based across the UK and in London. If you would like more information, please visit https://www.wilkinsonfinancialmgt.co.uk or get in touch with me via email Richard.Wilkinson@sjpp.co.uk or telephone: 01625 780 790.The value of your investment can go down as well as up. You could get back less than you invested.Trusts are not regulated by the Financial Conduct Authority._________________________________________________________________________________________________________________Wilkinson Financial Management is a Partner Practice of St. James's Place Wealth Management. 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