Beth Wilkinson
BSc (Hons) DipPFS, APFS
Helping families across the UK maximise their personal wealth, protect what matters most and plan effectively for retirement, Beth prides herself on providing an ongoing and mentorship approach to financial planning.
Passionate about elevating the financial wellbeing of families, Beth followed her Mum’s footsteps within their family-run Practice to become a qualified financial planner. Beth previously attained a Bachelor of Science Degree from Durham University, before graduating from the leading St. James's Place Financial Adviser Academy, having completed her Diploma in Regulated Financial Planning with the Chartered Insurance Institute.
About
What’s important to you? Perhaps you want to be able to fund your passions, such as travelling the world with loved ones. Or, maybe, you’d like to provide a nest egg for your children’s future, enabling them to get on the property ladder or buy their first car.
Putting your aspirations and passions at the forefront of her decision-making, Beth can help you understand how to best utilise your disposable income, make the most of the various tax allowances available to you and secure an affluent retirement, aiming to achieve your goals.
The world of financial planning can be a minefield, especially as individual circumstances and legislation changes. Working alongside a trusted professional throughout major life events, and across decades, provides you with the peace of mind that you’re on track towards creating the future you want.
Testimonials
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.
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.
