Richard Wilkinson

FCA, APFS

Our Practice is based on the principles of professionalism and trust. Our clients expect us to be consultants who they can turn to for an informed and professional opinion, through an established relationship built on an in-depth knowledge of their circumstances."

Richard founded the Practice in Manchester in 2010 having begun his career as a chartered accountant with PricewaterhouseCoopers LLP in 2005. He left the accountancy profession in 2009 and took a place on the St. James's Place Financial Adviser Academy, training and qualifying as a financial planner.

Although a non-practicing Accountant Richard retains membership of the Institute of Chartered Accountants in England and Wales (ICAEW) and the Chartered Insurance Institute (CII). He is one of very few Chartered Financial Planners who is also a Chartered Accountant (non-practising).

Outside of work Richard lives with his wife Veronica and children Olivia and Nicolás. He played cricket and hockey to a high level and also enjoys golf and padel.

Testimonials

Item 1 of 7
Richard is very thorough and knowledgeable and takes the time to explain everything in detail. I feel I am in safe hands.
Charlotte Plowright

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Financial-Planner-(CII)-Chartered-Dark-Grey.svg

Click on the accreditations for more information

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.

Wilkinson Financial Management is a trading name of Wilkinson Wealth Management Ltd. Wilkinson Wealth Management Ltd is registered in England and Wales, Number 09829333. Registered Office: Suite 7, Barrington House, Heyes Lane, Alderley Edge, Cheshire, SK9 7LA.