We offer an individual, personal service managed by director Alex Wilkie an experienced member of the St. James's Place Partnership; he is supported by a team of administrative staff based in our town centre office in Swindon.

Alex Wilkie is a Director of Swindon Financial Services, and a Partner of St. James's Place Wealth Management.

The majority of his time in financial services was as an Independent Financial Adviser for the Co-operative Bank. More recently he helped establish Swindon Property Group which now includes Swindon Financial Services. Alex’s particular strength is inheritance tax planning.


*Please note that Swindon Property Group provides services that are separate and distinct to those offered, as a member of the St. James's Place Partnership.

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