When Ed left the military to join St. James's Place 7 years ago I initially mentored him and consequently we have developed a very close working relationship.

Over the years since then, Edmund has taken on the advisory responsibility for a significant number of former clients of mine, in particular many of my Countryside Properties clients and I know that they get an excellent service from him and he is highly regarded. With offices in London and Kent, he works mainly with senior business professionals and business owners, as well as helping those in retirement.

Edmund holds the Chartered Insurance Institute’s prestigious Chartered Financial Planner title, which is the Gold standard in terms of technical financial knowledge. Even more importantly, his ethos is one of integrity, keeping client goals at the heart of his advice. Edmund is someone who genuinely enjoys helping clients for the long term. He thinks strategically and is careful to ensure that his advice is holistic in nature, often thinking of future generations as well as the clients’ more medium term goals. Also of note, Edmund’s late father was one of the very early Partners of St. James’s Place Wealth Management, so Edmund has been a client of St. James’s Place since 1993, thus showing his true belief in the values and culture of St. James’s Place, which are entirely aligned with his own.

Edmund Wilson’s practice is a separate business within St. James’s Place and does not operate in a legal partnership with Ivan Edgar of Ivan Edgar Wealth Management Ltd.

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