William Wilson
I have been providing a wealth management service to Private Clients and Business Owners on many different aspects of financial planning since 1991.
Specialisms:
About
I pride myself on building very strong, long term relationships with all of my clients.
As Director of Wilson Wealth Management, I have developed a business that has built a reputation for providing a conscientious and caring service, which includes offering intelligently planned tax solutions, Inheritance Tax planning advice, income and retirement planning, expert investment planning advice, and employee benefit schemes.
One of the key principles behind the business is to always work closely with each client, regularly reviewing their individual or company situation. In doing this, clear objectives can be established to help achieve their financial aims and aspirations. I build exceptionally strong, trusted and long lasting relationships with my clients. My clients are keen to recommend me to friends, family and colleagues so that they too can benefit from the professional advice they have themselves received.
Testimonials
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.
