Wilkinson Financial Management

Wilkinson Financial Management was established in January 2010 by Richard Wilkinson after leaving the accountancy profession. Richard and his client service team; Terri, Tach and Sarah, all firmly believe in the principles of professionalism and trust. This is firmly embedded into the Practice culture and client service standards. We recognise that your objectives are individual, so our holistic advice is tailored to reflect your personal circumstances. If we do this well, we believe that not only will you remain a client, but that you may also become an advocate for us. In fact, many of our clients have been with our Practice since we started and appreciate our trusted advice as their financial needs and priorities evolve over time. We specialise in providing financial advice to; - Chartered accountants - Senior corporate executives - City professionals - People in retirement The value of an investment with St. James's Place will be directly linked to the performance of the funds...