Richard began his career as a chartered accountant with PricewaterhouseCoopers LLP in Manchester in 2005. He left the accountancy profession in 2009 and took a place on the St. James’s Place Academy, training and qualifying as a financial planner. Richard founded the Practice in Manchester in January 2010. Richard is a member of both the Institute of Chartered Accountants in England and Wales (ICAEW) and the Chartered Insurance Institute (CII).
‘I established the Practice 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 trust’.
Claire joined the business in October 2018 and has responsibility for the day to day running of the office in Wilmslow, ensuring the highest standards of client care are maintained. Claire is originally from Yorkshire and has previously acted in a similar role within the legal profession.
Malcolm is a Chartered Accountant and assists the business in a part time role with financial planning and accounting support. He is now retired having previously worked as Finance Director and Managing Director of an engineering company.
Nick joins Wilkinson Financial Management in January 2019 as a professional driver for the business. Nick has worked previously for St. James’s Place following a successful career with the Police.