Yiota Wilkinson
APFS, FPFS
Yiota is the founding Director of our Practice. With over 30 years’ experience in financial services, Yiota has a wealth of industry knowledge, having previously worked as a Regional Business Manager for AXA Wealth and a Regional Sales Manager for Yorkshire Building Society. Supporting St. James's Place as a Senior Manager more recently, Yiota decided to build her own Partner Practice in 2017 and now supports clients across the UK through tailored financial planning. Yiota is extremely proud of the client-centric approach that runs through the heart of the business which has, in turn, built strong client relationships through referrals. Yiota strives to provide an exceptional level of service that meets the expectations of all clients, working alongside them throughout every stage of their financial journey and helping them to secure their financial freedom.
Yiota is extremely proud to have achieved Fellowship status with the Chartered Insurance Institute, the most prestigious level of professional achievement in Financial Services. She loves to keep fit, enjoys spending quality time with her family and friends and in better weather loves playing tennis.
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.
