Ted Wilson
Financial Advisor
Profile Summary
I have worked in financial services for over 25 years, providing broad-based advice primarily to entrepreneurs, professionals, and retired clients. My focus is on delivering practical solutions to the financial issues that matter most to my clients. My advice spans all areas of wealth management, including: Retirement planning Wealth protection Savings and investment planning As a Senior Partner Practice of St. James’s Place Wealth Management based in Knightsbridge, I prioritise long-term relationships with my clients. I aim to be a trusted source of advice as your financial needs evolve over time. The value of an investment with St. James's Place is directly linked to the performance of the funds you select and can therefore go down as well as up. You may get back less than you invested. Investments in equities do not provide the capital security of a bank or building society deposit account. Tax levels and reliefs can change at any time, and the value of any tax relief depends on your individual circumstances. I am an appointed representative of St. James’s Place Wealth Management Plc, authorised and regulated by the Financial Conduct Authority, and advise solely on the Group’s wealth management products and services. . The terms ‘Partner’ and ‘Partner Practice’ are marketing titles used to describe St. James’s Place representatives. SJP Approved 05/09/2024
Investment & Financial Services Offered
Investments and Savings
Get help to potentially generate a better return on your savings, with a full range of investment options which could include equities, funds and bonds.
Pensions
Get help on making a plan for a comfortable retirement; whether it's starting a pension or understanding how much you should be contributing to one.
Retirement income (annuities, drawdown)
Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.
Inheritance Planning
Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.
Who Ted Wilson Works With
I work with a diverse range of clients, including entrepreneurs, professionals, and retired individuals, who value practical, tailored financial advice. My clients are typically looking for support with: Retirement planning – ensuring they can maintain their lifestyle and achieve long-term goals. Wealth protection – safeguarding their assets, family, and business interests. Investment and savings planning – making informed decisions to grow and preserve their wealth. Tax and estate planning – protecting and efficiently passing on wealth to loved ones. I focus on building long-term relationships, getting to know my clients personally, and providing advice that evolves alongside their changing circumstances.
Investment Philosophy & Approach
My approach to investments is grounded in practicality, discipline, and long-term thinking. I believe in: Aligning investments with client goals – every recommendation is tailored to your objectives, risk tolerance, and time horizon. Diversification and risk management – spreading investments appropriately to manage risk while pursuing growth. Regular review and ongoing support – investments are monitored and adjusted as needed to reflect market changes and client circumstances. Clarity and transparency – explaining investment options in plain language so clients can make informed decisions with confidence. My goal is to ensure that every investment decision contributes meaningfully to your overall financial plan, helping you achieve security, growth, and peace of mind.
Qualifications & Professional Memberships
- Diploma in Financial Planning (DipPFS)
- Bachelor of Arts (BA)
- Bachelor of Laws (LLB)
Fees & Charging Structure
When you invest with St. James’s Place, you pay for both the advice I provide and the products I recommend. Before you make any investment, I will provide you with a personalised illustration showing exactly how these charges apply to your specific investment. This ensures that you have full transparency and understand all costs before committing to any investment.
Areas Served
Knightsbridge, London
Frequently Asked Questions
Who do you work with?
I work with a wide range of clients, including entrepreneurs, professionals, and retired individuals, who are looking for practical, personalised financial advice. My focus is on understanding your goals and providing guidance that evolves with your circumstances.
What services do you provide?
I provide comprehensive wealth management advice, covering: Retirement planning Investment and savings strategies Wealth protection and insurance Tax-efficient planning and inheritance strategies
How do you charge for your services?
When you invest with St. James’s Place, you pay for both the advice I provide and the recommended products. I will give you a personalised illustration showing exactly how these charges apply before you make any investment. All fees are transparent and agreed upfront.
Is my investment safe?
The value of your investment is directly linked to the performance of the funds you select and can go down as well as up. You may get back less than you invest. Investments in equities do not provide the capital security of a bank or building society deposit.
How do you approach investments?
I take a long-term, tailored approach to investments, aligning your portfolio with your goals, risk tolerance, and financial situation. I focus on diversification, regular review, and clear communication so you can make confident decisions.
How do I get started?
The first step is to arrange a meeting with me. We can discuss your goals, review your current financial situation, and explore the most suitable strategies to help you achieve long-term financial security.