Jenna Wilkinson
BA (Hons), PGCE
I founded Elliptical Wealth Management to help you to build and preserve your wealth through personalised, strategic planning aligned with your life goals and values. My approach is centred on understanding what matters most to you, so we can create a clear and confident path to your financial future.
About
After spending 14 years in education, as a teacher and senior leader, I know that my passion lies in helping others. I have always wanted to start a new venture, centred around seeing others thrive and in some way linked to my time in education.
I have started Elliptical Wealth Management to provide financial planning that is open, straightforward and centred around you.
I have a holistic approach with clients, building a trusted relationship with the aim to fully understand you and your financial goals before providing tailored advice on:
- Retirement Planning
- Savings and Investment Planning
- Protection for You and Your Family
- Tax Planning
- Financial Education
My purpose is to give you the tools and strategies to ensure your financial freedom, goals or dreams can be realised, none of which will become reality without a considered plan!
Promotions
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
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 28/04/2025
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.
