Kirsty Wilson Name Mark

Kirsty Wilson

I provide wealth management advice to individuals and businesses in Spalding and the surrounding area. My advice is tailored to meet your personal and/or business objectives.

About

In today’s challenging financial climate, tailor made financial advice is hard to find. Planning for a secure future whether for yourself and your family is one of the most important steps you will ever take. Maintaining and continually reviewing is essential in order to take advantage of any developments in legislation and tax law. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business, receiving an inheritance or planning for long term care, a review of your financial goals is crucial.

If you are seeking honest and reliable advice, as an Associate Partner of the prestigious St. James's Place, my focus is on you and on achieving or maintaining financial security for you and your loved ones. Based on core values of excellence of service and above-all, integrity, I will provide you with the wealth management solutions that you need to satisfy your needs both now and in the future.

I appreciate that you are unique, with your own financial ideals, which is why I will tailor the services and recommendations that I make specifically to you. I have had a successful career within the financial services industry, having worked within it for the past 22 years. I have previously worked with large financial services companies and from this experience I understand and appreciate how much clients value good service and reliability. I want to ensure that I am able to deliver the service and advice my clients deserve. This is why I have joined St. James's Place and launched my own wealth management Practice in January 2013 - it allows me to spend valuable time with clients, getting to know them, to understand them and their financial goals and to build relationships that last.

I am predominantly East Anglia based; however I have clients the length and breadth of the country.

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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 17/10/2024

The Partner 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.