Alan D Wilkinson
DipFA
I began my career in Financial Services with the Halifax in 1998 and have gained extensive experience as a Senior Financial Adviser up until 2013.
About
During this time I have gained expertise in many areas of financial planning in order to help my clients achieve their financial goals. I firmly believe in building strong long term relationships with my clients and conducting regular reviews to take account of their changing circumstances.
I am committed to offering an exceptional level of service for my clients with the pride and dedication that I have always placed in developing solid personal relationships. I am able to guide you through all aspects of financial planning, whether it's inheritance tax planning, retirement planning, protection or investment planning. My goal is to simplify the complicated and be a 'trusted adviser' that you can always turn to for sound advice.
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.
