Sean Wilkinson

Having worked in the financial services industry for 25+ years, I have developed specialisms in retirement planning, Investment planning, Inheritance tax planning and Corporate Financial Planning. However over the years I’ve learnt the most important skill is to listen, its only when I can understand what is important to you, your family or business that I can help you build a plan to achieve your goals. My aim is to deliver this in a clear and approachable manner which is jargon free. I am equally motivated and humbled by the fact that each of my clients trusts and depends on me to look after their wealth which has taken them years to accumulate. I do not take this responsibility lightly and believe that this trust is earned through consistently delivering a high level of service and transparency on everything we do. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 04/10/2024