Beth Wilkinson
Chartered Financial Planner and Appointed Representative of St James s Place @Zenia Wealth Management
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WORK HISTORY
Chartered Financial Planner and Appointed Representative of St James s Place @Zenia Wealth Management
West Yorkshire, GB
St. James\'s Place Wealth Management is one of the UK’s leading wealth management organisations, specialising in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.The value of your investment can go down as well as up. You could get back less than you invested.
EDUCATION
Chartered Insurance Institute
Diploma in Regulated Financial Planning, Financial Planning and Services
Durham University
Bachelor of Science - BSc , Chemistry
Chartered Insurance Institute
Advanced Diploma in Regulated Financial Planning, Finance and Financial Management Services
ABOUT BETH WILKINSON
As a Chartered Financial Adviser based in West Yorkshire, I specialise in helping…
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