Cotterell-Wilkie Financial Planning

Russell has over 27 years’ experience in Finance, and over 13 years with St. James’s Place Wealth Management.

Together with his team he provides clients with a face-to-face service and the benefit of a single relationship tailored towards meeting all financial needs.

The Later Life Adviser Accreditation (LLAA) is the recognised benchmark for advice skills of advisers who specialise in later life planning. An accredited Later Life Adviser can advise on equity release*, long term care funding, pensions and annuities, investments, savings and tax planning.

Being independently accredited offers the added reassurance that you will receive the practical help and guidance needed to help you make the right decisions at the right time.

The Later Life Adviser Accreditation Scheme is audited and endorsed by the standard-setting body the Financial Skills Partnership (FSP) and advisers need to re-license their accreditation annually, evidencing their continued development and knowledge.

Locations that we cover

We can support clients in the following locations:

  • Borders
  • Fife
  • Lothian
  • Tayside

How to contact Cotterell-Wilkie Financial Planning

Tele – 0131 303 0030

Email – joanne.oag@sjpp.co.uk

Web – www.cotterell-wilkie.co.uk

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

* This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.

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 title ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

Full Address

Cotterell-Wilkie Financial Planning

St. James’s Place

18-22 Melville Street



How to contact Cotterell-Wilkie

Tele – 0131 303 0030

Email – joanne.oag@sjpp.co.uk

Web – www.cotterell-wilkie.co.uk