"I aim to be your trusted partner in creating clear financial solutions."
At Kathryn L Wilkinson Wealth Management Ltd, we are very passionate about building long term relationships with all our clients founded on trust, excellent service and superior wealth management planning.
We pride ourselves on basing our advice on our strong ethical and moral values, and a desire to genuinely look after people, helping them understand financial planning matters in a simple and pragmatic fashion.
It is our personal goal to help all of our clients plan holistically, considering everything from ensuring they and their families are protected, and to aim for rewarding returns on their investments and pensions, each plan tailored for the individual client in question based on current Government legislation.
Please click below to obtain further information on some of the services we provide:
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.