Alex Wilkie is the Director of Swindon Financial Services, a Partner Practice of St. James's Place Wealth Management.
Alex holds the Chartered Financial Planner qualification and has more than 26 years’ experience in the financial services profession.
The majority of his time in financial services was as an Independent Financial Adviser for the Co-operative Bank. Alex established Swindon Financial Services in June 2008.
Alex’s particular strengths are Inheritance Tax and Care Fee planning.
In his spare time Alex enjoys cycling and along with his wife and younger son they support Swindon Town where they are season ticket holders.
Jordan joined Swindon Financial Services in May 2017, he started his career in financial services at St. James’s Place head office based in Cirencester, during his time there Jordan built up a vast knowledge & understanding of the financial services industry, in particular within the pensions sector.
Jordan achieved Chartered status in 2017. He built up a strong reputation with his previous role at St. James’s Place both through technical ability and charity work which has been recognised by winning ‘The Insurance Institute of Cheltenham and Gloucester Achiever of the year award’ in 2015.
Jordan Specialises in both pre and post retirement planning including advising clients on existing pension schemes, he has a strong focus on investments and tax planning for both business owners and individuals.
In his spare time Jordan can be found relaxing on a fishing lake somewhere as he is a keen angler.
Portia joined Swindon Financial Services Ltd in August 2017, she has been providing administrative support in the financial services industry for over 20 years, during this time she has gained her certificate in Life & Pensions.
Portia has never wanted to be an adviser as she enjoys the administration side of the business and dealing with clients on a day to day basis, Portia supports Alex and Jordan with the administrative side of their roles in carrying out client reviews and preparing for client meetings.
You will quite often find her in the Cotswolds swimming in various lakes and enjoying the countryside.