Kath Wilkinson
I am committed to building long term, highly trusted relationships with all my clients providing advice to the highest standard.
With an ever changing environment, I feel that it is essential to write bespoke financial plans for clients so that they can achieve their goals, and, more importantly, to review their objectives regularly to ensure they remain current and accurate.
Specialisms:
About
Kath Wilkinson is the Founder and Managing Director of Kathryn L Wilkinson Wealth Management Ltd.
Kath has worked in Financial Services for over 30 years, in which time she has undertaken a significant number of qualifications, most recently in 2020 gaining her Chartership with the London Institute of Business and Finance.
Prior to being invited to join the prestigious St. James's Place, Kath had a very successful career working for HSBC for 22 years, winning many awards. (covering the Manchester and Cheshire area)
Kath prides herself on delivering exceptional customer service, by offering high quality advice and guidance.
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.
