A Senior Partner Practice of St. James's Place Wealth Management

Marcel A. Wilson Wealth Management Ltd

Marcel A. Wilson

DipPFS Cert CII (MP)
My key aim is to provide a highly professional and personal approach to Financial Planning to both private and business clients.

About

I am Director of Marcel A. Wilson Wealth Management Ltd, Senior Partner Practice of St. James's Place Wealth Management and have more than 25 years of experience in the wealth management industry. I have a wealth of expertise and experience and pride myself in providing an invaluable service to my clients.

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 designed to achieve their goals, and, more importantly, to review these plans regularly to ensure they remain current and accurate.

Because of my strong client focus, I build my business mainly 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.

I enjoy family and social activities and sports mainly football, running and cricket.

My philosophy focuses upon maintaining a long term, trusted relationship with clients, showing distinct quality, integrity and excellence in the field of wealth management.

Believing that financial services is very much a 'people business'. I am committed to providing high levels of client service at all times. The level of satisfaction may be judged by the fact that most new clients are personally recommended by existing clients.

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Testimonials

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Marcel is very approachable, very organised, clear and hard-working. I'm grateful and reassured that he is helping to look after my finances and I'd be happy to recommend him to anyone.
TV Director and Producer
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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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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.

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.

Marcel A. Wilson Wealth Management Ltd is registered in England and Wales, Number 05618721. Registered Office: Willowbrook House, 25 Church Street, Nassington, Peterborough, PE8 6QG.