William Wilson Wealth Management

Financial Services • Aberdeen, Scotland, United Kingdom • 1-10 Employees

Company overview

Headquarters	3 Queen's Road, Aberdeen, Scotland AB15 5YL, GB
Website	wilsonwealthmanagement.co.uk
NAICS	52
SIC	628
Keywords	Investment Planning, Wealth Management, Retirement Planning, Wealth Protection, Financial Life Planning
Founded	2017
Employees	1-10

Key Contact at William Wilson Wealth Management

William Wilson

Director

About William Wilson Wealth Management

We focus on providing high-quality and tailored financial advice to both individuals and businesses, ensuring you are financially well organised at all stages in life. At William Wilson Wealth Management Ltd., our main priority is looking after you and your family in order to help you reach your objectives and financial goals. By working with and listening to our clients, we help them reach their goals and aspirations and create security for their future. Thereafter, we provide you with the highest level of service in order to meet your expectations as well as creating trusted long-term relationships. William Wilson Wealth Management 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. SJP Approved 23/09/2025

William Wilson Wealth Management revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

William Wilson Wealth Management has never raised funding before.