Kathryn L Wilkinson Wealth Management Ltd
Partner Practice of St. James's Place Wealth Management
“We can always rely on Kath to give the best advice tailored to our needs. She's only ever a phone call away for queries and she genuinely cares about her clients; even sponsoring our daughter in her ambition to become an actress... That's what I call going the extra mile.”
Karen & Bill Openshaw, Coach & Compliance Officer, Self Employed & Royal London
“At my first appointment with Kath, I presented reams of pension paperwork accumulated over 40 years, from several providers. I needed all this analysed to establish if I able to retire early. Kath was not fazed and undertook this task diligently and professionally, with a result that was thankfully life-changing, for which I am immensely grateful. Exceptional service, and I would joyfully recommend Kath to anyone needing financial advice.”
“When I became a widowed parent in my forties I didn't know where to go for financial advice. Fortunately a colleague recommended Kath and I am very grateful she did. Kath visits me at home regularly, she is compassionate. Explains things thoroughly and allows me plenty of time to make informed decisions. I would have no hesitation in recommending Kath as I have already done so to family and friends.”
“An amazing financial adviser, sensible, supportive and exceptional advice. Always has time to listen and is interested in the family unit. A big plus, is that she is in contact approximately every three months which is very reassuring. (A big thank you.) I would not hesitate in recommending this service.”
Pat Salt, Stockport
“Kath is an excellent financial adviser, her knowledge and more importantly to me, the way she explains matters in a simple concise manner, is superb. She is the only person I would go to, to discuss finances and for advice relating to my personal and business financial matters. I will continue to recommend her every time.”
Suzy Orr, Co. Director, Chorley
“Kathryn Wilkinson puts the client at the heart of her business. Kathryn guides both myself and my parents through the complex world of financial planning, we have totally different needs and ambitions. Kathryn's advice is tailor made for the individual, totally customer focused and dedicated to going above and beyond. Kathryn Wilkinson doesn't simply aspire to be the best, she aspires to be the best for her client.”
Suzanne Eyre, Cabin Crew Manager, Manchester
“Kath Wilkinson is our mighty money maid! A safe pair of hands, making financial matters easy to understand. Her personal touch is making all the difference. We have financial peace of mind allowing us to get on with all the other things in life.”
Ian & Felicity Johnson, Creative Director (Retired), London
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.
Kathryn L Wilkinson Wealth Management Ltd is registered in England and Wales, Number 8106441. Registered Office: 32 Booth Street, Ashton-under-Lyne, Lancashire, OL6 7LQ, England.