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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I joined St. James's Place two years ago with inheritance capital. Zero knowledge of monetary business or investment understanding St. James's Place, recommended by a friend and supported by friends who had been with the company for 10 years. I was overwhelmed at the care and guidance I received and...
Christopher Anderson
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.

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.