Wilma Edwards

DipFA

Wilma is a qualified Financial Adviser and founder of W.E. Wealth, known for her ability to bring clarity, stability, and long term vision to families navigating complex financial decisions. After a corporate career at Santander, she worked for Quilter and Fairstone as an Adviser while carrying extraordinary care responsibilities. Her greatest achievement is never losing sight of what was important to her despite this - to launch W.E. Wealth. Wilma wants this for all her clients, a plan that builds towards a personal goal, rooted in protecting and helping the family without sacrificing your own personal and professional ambitions. Her main goal with W.E. Wealth is to advocate for "we" planning, because a plan can only be executed if the relevant people are aware of the plan and how to help implement it. 

Her approach is to blend technical expertise with lived experience, ensuring every plan is grounded in real life and built around what matters most to you. Personalised financial planning that protects relationships, strengthens stability, and creates long term peace of mind as you feel more prepared for whatever comes next.

Wilma plays netball in Northumberland league and enjoys getting involved with community events. On weekends you will find her outdoors exploring with her kids either along the Northumberland coast or at a local heritage site or community event. 

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Chartered Professional in Financial Advice logo

Click on the accreditations for more information

Addresses

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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.