We are excited to introduce our new Business Connect Member, Wilkinson Financial Management, a local financial advisory firm dedicated to helping affluent individuals, families and businesses owners to plan, protect and enhance their wealth.

Established in 2010, they have built a strong reputation for excellence in financial planning and investment management.

They empower clients with the knowledge and tools to make informed decisions about their finances.

Their approachable, local service is also backed by St. James’s Place, one of the largest advice-led wealth management companies in the UK.

Founded by Richard Wilkinson, a Chartered Financial Adviser and non-practising Chartered Accountant with around 15 years’ experience in the financial services industry, the company specialises in the following areas:

✓ Trust and investment management

✓ Pension planning

✓ Inheritance Tax advice

Their personalised approach ensures that clients receive tailored solutions, built around your circumstances and aspirations.

Wilkinson Financial Management is also committed to giving back to the local community, having sponsored various Cheshire based amateur sports teams and charity events over the years.

Feel free to reach out to Richard directly at: richard.wilkinson@sjpp.co.uk or call 01625 780 790 for a no-obligation consultation or with any questions you may have.

Alternatively, please visit: www.wilkinsonfinancialmgt.co.uk for more information.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Trusts are not regulated by the Financial Conduct Authority.

Wilkinson Financial Management 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. Wilkinson Financial Management is a trading name of Wilkinson Wealth Management Limited.

SJP Approved 11/11/2024