Wilkinson wealth logo

David Wilkinson

Chartered Financial Planner, FPFS

I have been in financial services since 2002 and was invited to join St. James's Place in 2013. I ensure that my knowledge of finance and tax planning is up to date and pass this on to my clients through regular face to face reviews, client events and seminars.

E-Briefing Service
Email
Location : Edinburgh
07725 097811

About

I am passionate about getting to know my clients and their families in order to tailor my advice to their individual needs and pride myself on explaining complex matters in a way that is clearly understood. With the help of our professional connections, our clients see us as a single point of contact for their financial requirements.

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Financial-Planner-(CII)-Chartered-Gold.svg

Promotions

Item 1 of 2

We have many years of experience in wealth management and we are dedicated to your financial well-being.

My team are dedicated to your financial well-being.

Katy Harris

Executive Assistant

Advice and services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
We’re here to make the money you’ve worked hard for, work just as hard for you. Together, we will create a personal investment strategy, and a detailed plan to help you reach your personal goals.
Find out more
Protection planning
We can’t predict what’s round the corner, but we can be more prepared, should the unexpected happen. Our full range of specialist insurance and protection will help look after those you love, the lifestyle you enjoy, or the business you’ve built.
Find out more
Retirement planning
We all want to make sure we’ve got enough money to enjoy a long, comfortable retirement. A detailed retirement plan, that can adapt to your new lifestyle, will give you peace of mind today that you’ll have the retirement you planned.
Find out more
Mortgages and specialist banking
Picking the right mortgage to suit you can be a minefield. We’re here to offer clear, practical advice on mortgages, loans and financing, and specialist financial services if you need them.
Find out more
Corporate services
Building a successful business is something to be proud of, and to protect. We offer clear, detailed advice on all aspects of corporate finances, from employee pensions and benefits packages to Key Person insurance.
Find out more
Other services
We have access to a network of professional specialists which provide help and guidance with more specialised services such as Will writing, or tax management.
Find out more
Intergenerational Wealth Management
Using your money to support other members of your family is personally rewarding – and a very practical way to show your love. We specialise in Intergenerational Wealth Management.
Find out more
Calculators
Use these calculators to help you determine more about your current or future financial position.
Read more

Testimonials

Item 1 of 2

David has advised me over a number of years. I have found his advice most helpful and informed. I appreciate his quick responses to my requests and have undoubtedly benefited from his services.

Private Client| Retired Management Consultant

More about St. James's Place

Our investment management approach

A number of carefully selected external managers of outstanding ability manage our client funds.

Read more
St. James's Place Charitable Foundation
The Charitable Foundation is the charitable arm of the St. James's Place Group.
Read More
Award winning service
It’s not all about winning awards, but we are pleased that we have been recognised over the years, both by the wealth management industry but more importantly, by you.
More
SJPWM-Crop-Blue.svg

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 04/01/2024

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.

Wilkinson Wealth Ltd is registered in Scotland, Number SC520796. Registered Office: 33 Spylaw Road, Edinburgh, Scotland, EH10 5BN.
David Wilkinson
Wilkinson Wealth Ltd
St. James's Place logo
Copyright St. James's Place © 2025