Edmund Wilson (S 89)

As a Chartered Financial Planner and Financial Life Planner, I work closely with clients to help them gain clarity around their financial goals, understand their priorities, and create a clear, strategic path toward achieving the life they want to lead. This process goes beyond numbers — it’s about understanding what truly matters to each individual, what concerns them, and the timeframes they’re working within.

As a Partner Practice of St. James’s Place Wealth Management, I place strong emphasis on building long-term, trusting relationships with my clients. I believe that financial planning is not a one-off event, but an ongoing partnership. Through regular face-to-face meetings and a long-term view, I aim to provide reassurance and guidance through all stages of life.

My areas of expertise include investment planning, retirement planning, trust and estate planning, and protection against financial risk — including life assurance, income protection, and critical illness insurance.

Being a Chartered Financial Planner means I have achieved the ‘gold standard’ of professional qualifications, underpinned by a strong ethical code and a broad depth of knowledge across key areas of financial planning. I bring this expertise, along with a commitment to professionalism and care, to help each client feel confident and secure about their financial future.