Wilkinson Financial Management was founded in January 2010 by Richard after leaving the accountancy profession to join the St. James's Place Academy. Already qualified as a Chartered Accountant (now non-practicing), he trained as a financial planner and is a member of the Chartered Insurance Institute (CII).

At Wilkinson Financial Management, we establish trusted relationships with our clients. The imagery of mountains, which feature in our company logo, signify our desire to provide a stable, long term and reliable wealth management service. Your circumstances will change but we aim to be ever present to help you adapt.

Our guiding business principles are that of professionalism and trust. Our clients are 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, and seek to help you: