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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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 |Designer, Stamford
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.