Welcome to Yiota Wilkinson Wealth Management Ltd

Specialising in providing bespoke face-to-face wealth management advice to individuals, businesses & trustees our professional and approachable team will offer a tailored service to help you achieve your financial goals. 


Promotions

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Testimonials

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Beth has been a huge help in setting up a pension for my company. Her clear and concise guidance has helped me have a good understanding of my goals and aims, and make informed decisions on how best to achieve them. Beth makes sometimes difficult concepts sound easy and understandable, and gives cle...
Joe Roughton| Payroll & Bookkeeper, Cononley, Keighley

SJP Approved 12/02/2024

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.

Yiota Wilkinson Wealth Management Ltd is registered in England and Wales, Number 10912086. Registered Office: Wilkinson And Partners, 6a Fairfax House, Mill Field Road, Cottingley, Bingley, BD16 1PY.