Kyle McIlroy
Kyle joined Whiteleigh Financial Planning in Summer 2021 to start his career in financial services. Following his completion of a Bachelor of Laws with honours degree from the University of Stirling, he joined the Practice as a client Services Specialist before qualifying as an Adviser through the St James’s Place Adviser Academy in April of 2023.
As an Adviser of a Chartered financial planning office, he strives to achieve the best outcomes for clients and help clients achieve their long term financial goals. He works closely with clients on a face to face basis to ensure a complete understanding of clients’ needs and creates long term professional relationships. He covers all areas of financial planning including retirement planning, tax efficient investment planning, inter-generational planning and family protection.
Addresses
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.
Accreditation
