Karl Wiltshire
DipPFS
I have been working in the financial services industry for over 35 years with a high profile Financial services group including 8 years in Training and Management Development and since 2012, providing professional face to face advice to Families and Businesses.
About
I feel very passionate about the importance of financial planning. The relationships I have with my clients is built on trust and an understanding of their needs.
I believe financial advice should be delivered honestly, ethically and professionally and in a friendly personal manner. I work with my clients so they understand their finances and can make informed decisions and feel involved in the process. I feel that a sense of positive engagement is very important and that is what I try to achieve for my clients.
I have a strong belief in strength of families and are supporters of personal development and although I have achieved my Industry recognised Diploma in 2010, I am now working towards my chartered status.
I provide my clients with a full wealth management service including investment, retirement, protection and inheritance tax planning for private clients and corporate advice for the business owners and Directors that I work with.
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.
