About us

The emphasis of the practice is to place our clients at the centre of everything we do, recognising that each individual or family is unique. We provide bespoke financial planning advice based around your financial needs and aspirations.

We seek to establish a long-term trusted relationship with our clients. Acting to give a professional opinion when required and performing regular reviews in order to hold an in-depth understanding of their personal finances.

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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.

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.