Richard began his career as a chartered accountant with PricewaterhouseCoopers LLP in Manchester in 2005. He left the accountancy profession in 2009 and took a place on the St. James’s Place Academy, training and qualifying as a financial planner. Richard founded the Practice in Manchester in January 2010. Richard is a member of both the Institute of Chartered Accountants in England and Wales (ICAEW) and the Chartered Insurance Institute (CII).
‘I established the Practice based on the principles of professionalism and trust. Our clients expect us to be consultants who they can turn to for an informed and professional opinion through an established relationship built on trust.'
Originally from North Queensland, Australia, Terri brings her office based experience from Australian Government Colleges and the Manufacturing Sector to our practice in February 2019. Terri is a dynamic and personable member of the team at hand to help support your Financial Advisor with the day to day running’s of your family and financial matters to ensure that every client and query is looked after with the upmost due diligence and importance.
Malcolm is a Chartered Accountant and assists the business in a part time role with financial planning and accounting support. He is now retired having previously worked as Finance Director and Managing Director of an engineering company.
Tach has come to us from the Retail and Manufacturing industry. She has joined Wilkinson Financial Management as our Office Administrator. She brings with her a lot of varied experience of office administration and client support, she is always happy to help with any queries.