Ross Wilson
Ross has over 25 years experience working in a variety of financial organisations in locations such as Edinburgh, London and New York.
In 2015 he took the opportunity to join the St. James's Place Financial Adviser Academy with the aim of assisting clients in the pursuit of their goals and dreams.
In 2024 he established Olium Financial Management to enhance this ambition.
About
Prior to joining St. James's Place, he spent 15 years as an accountant with Ernst & Young, PricewaterhouseCoopers, HBOS and RBS.
As a consequence, Ross has developed a diligent, professional work ethic which allied to his technical knowledge allows him to create and deliver a robust financial plan for clients.
As well as the Diploma in Regulated Financial Planning (Dip PFS), he is a CFA® charterholder.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
