Jamie Wilkinson
DipPFS
Friendly and approachable financial planning.
Providing expertly tailored advice that maps out your current financial situation, along with viable future goals.
About
I enjoy meeting and engaging with potential clients, helping to address their varied and interesting financial challenges. Using a combination of fact finding & sophisticated cash flow planning tools, I can develop financial solutions that are uniquely tailored to my client's needs - no case is ever the same. I moved into finance aged 44yrs bringing passion and warmth to all financial situations. I hope to continue to grow my business, inspiring my two children to follow and one day join the practice, continuing the family tradition of providing quality service to clients.
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 15/06/2023
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.
