Raymond Wilson
DipPFS
I am committed to building long-term, high trust relationships and my clients feel that the advice I give is of the highest standard. With an ever-changing environment and changing client circumstances, I feel that it is essential to write bespoke financial plans for clients so that I can help them to achieve their goals, and, more importantly, to review these plans regularly to check they remain current and accurate.
About
I am a Partner Practice of St. James's Place and have more than 23 years experience in the wealth management industry. The geographical area I serve is mainly the renowned Causeway Coast & Glens Council area. I have a wealth of expertise and experience and pride myself in providing an invaluable service to my clients.
I work closely with other professionals such as solicitors, accountants and other financial services specialists, to ensure that my clients receive the best advice available. It is not unusual for me to work alongside clients’ own professional advisers, making the process simpler and saving valuable time.
Because of my strong client focus, I build my business solely on introductions, both from my private clients and from other long-standing professional relationships. My clients are keen to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received.
H R Wilson Associates was established in 1995 when its Director, Raymond Wilson, set up the Practice.
In early 2018, Raymond’s Practice was invited to join St. James's Place.
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More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 07/09/2023
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.
