Cotterell-Wilkie Financial Planning
Partner Practice of St. James's Place Wealth Management
“I was already a client of St. James’s Place when management of my portfolio was taken over by Russell Wilkie. I could not be happier with the outcome. His advice has been unfailingly sound; he takes great care to tailor his advice to my needs and is unfailingly courteous and meticulous in keeping me informed about Stock Market developments and appropriate modifications in investment strategy. His team also work to the same high standards and I have complete faith in the service provided. ”
Margaret Robson, Cupar
“I became Power of Attorney for my Father 4 years ago when he moved into Nursing Care. Despite 25 years of experience working in ‘Care of the Elderly’ I was uncertain of whom to deal with my Father’s investment portfolio and financial issues. Russell, who I have known for over 30 years, provided sound advice and ongoing support during a difficult and emotional time in my life.”
Mark Gillespie, Training Officer, Inverkeithing
“Russell Wilkie was recommended to me on the retirement of my previous financial advisor three years ago. He has continued to give me the sound investment advice that I have come to expect from St. James’s Place and is always quick to respond to any enquires by phone or e-mail. I have no hesitation in recommending him to anyone needing advice relating to wealth management and retirement planning.”
Professor Reginald Denys Pringle, Retired Academic, Cardiff
“I have known Russell since I opened my own business in 2009. Being my first business I have found Russell’s advice invaluable in helping me to plan my own finances within self-employment and structuring my investments and savings. Russell has also given me great advice with regards to exit strategies and pension planning.”
David Austin, Business Owner, Dunfermline
“I am happy to provide this testimonial on behalf of Russell Wilkie. He has been my financial adviser for the past three years, and has visited me regularly at home. He is efficient and well prepared and has always given me clear and very helpful advice which has proved beneficial to me. He gives a service which is personal, interested and valuable, and I have no hesitation in recommending him most highly.”
The Reverend Robert. W.M. Johnston, Retired, Bearsden
“Russell has been my financial planner for a number of years. He is thoroughly professional and knowledgeable in this field. The financial advice he gives me is tailor-made for my personal needs and he is proactive in monitoring my investments. I have had no hesitation in recommending family and friends to Russell. They have been equally happy with the service and commitment he provides.”
Anne McDonald, Retired School Teacher, Musselburgh
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
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.