I offer a personalised service to my clients where I aim to:
– build long term relationships;
– to help build and preserve their wealth; and,
– to help protect them against risk.

As a Financial Adviser of MWealth, a Partner Practice of St. James’s Place Wealth Management, I have access to over one hundred in-house experts covering all aspects of financial planning which include: personalised tax solutions, Inheritance Tax planning advice, income and retirement strategies, expert investment planning advice, employee benefit schemes, and both individual and corporate protection.

I have 35 years experience within the financial services industry. A Fellow of The Chartered Institute of Bankers (FCIB) and an MBA from The University of Hull.

If you would like an informal initial conversation with no obligation, please feel free to connect with me on LinkedIn or send me an email at paul.wildman@sjpp.co.uk

Taxation rules can change at any time and are dependent on individual circumstances.

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).

The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

M Wealth is a trading name of Morris Wealth Management Ltd. Morris Wealth Management Ltd is registered in England and Wales, Number 09682274. Registered Office: 6th Floor, 2 London Wall Place, London, EC2Y 5AU.