About Alex Wilkie

Alex Wilkie

DipPFS, CII, APFS

Alex Wilkie is the Director of Swindon Financial Services, a Partner Practice of St. James's Place Wealth Management.

About

Alex holds the Chartered Financial Planner qualification and has more than 27 years’ experience in the financial services profession.

The majority of his time in financial services was as an Independent Financial Adviser for the Co-operative Bank. Alex established Swindon Financial Services in June 2008.

Alex’s particular strengths are Inheritance Tax and Care Fee planning.

In his spare time Alex enjoys cycling and along with his wife and younger son they support Swindon Town where they are season ticket holders.

Testimonials

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I have had the biggest weight lifted from my shoulders and it really is all thanks to you. Thank you so very much for all your help and guidance. I can now actually see through the woods and it is looking reasonable.
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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.
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Click on the accreditations for more information

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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.

Swindon Financial Services Ltd is registered in England and Wales, Number 5584483. Registered Office: Kingston House, Lydiard Fields, Swindon, Wiltshire, SN5 8UB.