Claire Wilkinson
DipPFS
Claire began her career in finance at Barclays Bank in 2004, where she spent 18 years in a variety of client-focused roles. In 2022, she successfully completed the St. James's Place Financial Adviser Academy and joined TMP Wealth Management as a qualified Financial Adviser.
Since then, Claire has supported individuals, families and businesses in planning for their future, helping them make confident financial decisions while incorporating effective tax strategies. She is passionate about building long-term, trusted relationships with her clients and their families.
Claire is committed to continuous professional development to ensure her advice remains accurate, relevant, and tailored to each client’s evolving needs. She is a key member of the TMP Wealth Management team and plays a key role in delivering holistic financial planning.
Outside of work, Claire is a proud mum of three and enjoys family time and travelling abroad.
Book a meeting with me using the Calendly link below.
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.
