In the first stage of my career, I was instrumental in developing fashion, travel and health businesses. I realised early on that my main interest lay with advising people on financial matters. So, I moved in to personal financial services, where I could see the huge benefits that skilled advice and implementation could bring to a business.

Whilst my practice deals with all aspects of finance and wealth management, I have continued to build my specialist areas of Trust* and Estate Planning, together with Investment Planning.

As well as my portfolio of personal clients, I enjoy working with a number of corporate clients who appreciate the benefit and importance of regular, goal-focused financial planning.

We also deal with the increasingly complex field of retirement planning; residential and commercial mortgages*, project and structured finance.

*Trusts and commercial mortgages are not regulated by the Financial Conduct Authority.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Meet the team

Edward J O Wilson

Quick links

Get in touch

Connect