William Wilson Wealth Management Ltd

William Wilson Wealth Management Ltd We focus on providing high quality and tailored financial advice to individuals and businesses.

28/09/2023

Lloyds, Santander and HSBC hike savings rates

Bank Holiday Weekend ☀️It’s shaping up to be a beautiful weekend in Aberdeen - we hope the sun is shining where you are ...
26/05/2023

Bank Holiday Weekend ☀️

It’s shaping up to be a beautiful weekend in Aberdeen - we hope the sun is shining where you are too!

Our office will be closed on Monday 29th May for the Bank Holiday and we shall reopen on Tuesday 30th May.

Have a wonderful weekend 😁

William, Nadira and Hannah

The Value of Advice2023 Tax and Pension Planning FundamentalsThursday 1 June 2023 at 12:30 – 13:30Super-Charging your Fi...
24/05/2023

The Value of Advice
2023 Tax and Pension Planning Fundamentals
Thursday 1 June 2023 at 12:30 – 13:30

Super-Charging your Financial Plan!

Secure a virtual seat at our next St. James’s Place Webinar hosted by Tony Wickenden and Claire Trott, Divisional Directors from Technical Connection Ltd.
Together they will explore the new tax and pensions landscape for 2023/24, following the latest budget announcements and how this could have an impact on you.
Throughout the session, Tony and Claire will cover some essential tax planning strategies to support wealth accumulation and demonstrate ways to minimise outflow by screening for tax inefficiencies.

We hope that you can join us. To register click here: https://sjp-co-uk.zoom.us/webinar/register/1616830419564/WN_y5G5-SaqQh2btQQyHaqwRg



The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value may therefore fall as well as rise. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

William Wilson Wealth Management 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) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.

SJP Approved 11/05/2023

Hannah is busy preparing review and meeting packs ahead of William and Nadira's trip to Newcastle, Edinburgh and Glasgow...
18/05/2023

Hannah is busy preparing review and meeting packs ahead of William and Nadira's trip to Newcastle, Edinburgh and Glasgow next week.

They are looking forward to their road trip, a break from the Aberdeen weather and meeting new faces along the way.

An exciting week ahead, although Hannah might be a bit lonely on her own in our neospace office!

Meet the Team!Hannah Stewart has recently joined the team as Senior Client Support Specialist. Hannah works from our of...
11/05/2023

Meet the Team!

Hannah Stewart has recently joined the team as Senior Client Support Specialist. Hannah works from our office in neospace, supporting our Advisers and valued clients. She has worked within the financial services industry for over 5 years in which time she gained her Diploma in Regulated Financial Planning. She also has a wealth of experience in Office Management, Accounts and Administration.

In her spare time, Hannah enjoys spending time with her family, including her 3 teenage children and 2 fur babies!

Meet the Team!Having begun her career in the Oil and Gas industry, Nadira Campbell joined us in August 2021 as Practice ...
08/05/2023

Meet the Team!

Having begun her career in the Oil and Gas industry, Nadira Campbell joined us in August 2021 as Practice Manager. She soon gained a place on the prestigious St. James's Place Academy and following completion of her professional exams along with intensive training, was appointed as a Financial Adviser. Nadira is friendly and approachable and takes time to get to know her clients to ensure she understands their goals and aspirations to provide the right outcomes for them and their families.

When she is not working Nadira enjoys spending time with her family and friends. She loves traveling, exploring the culinary world and hiking in nature.

Meet the Team!William Wilson is Director and Adviser, having worked within the financial services industry for 30+ years...
28/04/2023

Meet the Team!

William Wilson is Director and Adviser, having worked within the financial services industry for 30+ years. William has a wealth of knowledge in all areas of Financial Planning and provides services to both individuals and business owners from our offices in neospace, Aberdeen.

27/04/2023

William Wilson Wealth Management Ltd 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).

SJP Approved 27/4/2023

27/04/2023

Welcome to our new page. At William Wilson Wealth Management our main priority is looking after you and your family in order to help you reach your objectives and financial goals. By working with and listening to our clients we help them reach their goals, aspirations and create security for their future. Thereafter, we provide you with the highest level of service in order to meet your expectations as well as creating trusted long term relationships.

We look forward to bringing you more updates as we enter a new exciting chapter in our business.

Address

Neo House
Aberdeen
AB117LH

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441224013370

Website

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