Welcome to Wilkinson Financial Management

Our Cheshire based business provides a trusted and professional source of wealth management advice tailored to meet your individual, family and/or business objectives.

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Testimonials

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At our initial meeting with Richard I experienced him as being a friendly, knowledgeable and well informed professional. His listening skills are exceptional. He presents investment opportunities appropriate for me with clarity and patience responding to my questions while supporting and guiding me ...
Elizabeth Jackson
The 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.

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The 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
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Wilkinson Financial Management is a trading name of Wilkinson Wealth Management Ltd. Wilkinson Wealth Management Ltd is registered in England and Wales, Number 09829333. Registered Office: The Colony HQ, Altrincham Road, Wilmslow, Cheshire, SK9 4LY.