As a firm that has achieved Chartered status, we set ourselves apart through specialist departments delivering expert advice to the highest of standards. We deal directly with a wide range of clients including businesses, private clients, medical professionals and trustees, delivering on the specific needs of each individual.

We recognise as financial planners that areas of advice, such as pensions, have become far more complex over recent years, following developments in legislation, and believe that advice at the highest level cannot be provided by the typical “general practitioner” adviser.

The merger of Wilkinson Hatton and Rutherford Financial Management in 2002, and our subsequent expansion to what Rutherford Wilkinson Ltd is today, has given us sufficient capacity and expertise to enable the creation of separate departments, headed by advisers who specialise in those particular areas.

Proud to be a Chartered firm

Rutherford Wilkinson has achieved the highly-coveted Chartered status, with less than 5% of businesses holding this accreditation. This means we have satisfied rigorous criteria relating to professional qualifications, capability and ethical good practice. You can be confident that you are dealing with one of the UK’s leading financial planners, which is wholly committed to providing you with the best possible advice, service and support.

Download our Free Guide to the Residence Nil Rate Band

To find out how to use the new Residence Nil Rate Band to your advantage, please click below to download the guide.

Our advisers

A team you can trust

Ian Wilkinson

Managing Director

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Trevor Clark

Operations Director

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Mike Gordon

Technical Director

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Jamie Tocher

Financial Planning Consultant

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Neil Henderson

Financial Planning Consultant

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Sarah Chandler

Financial Planning Consultant

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Rob Kinniburgh

Financial Planning Consultant

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Brian Jacques

Financial Planning Consultant

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Debra Reynolds

Debra Reynolds

Administration

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Laura Lillico

Laura Lillico

Administration

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Mark Pringle

Mark Pringle

Paraplanner

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Carol Barber

Administration

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Stuart Dalgetty

Stuart Dalgetty

Administration

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John Allaker

John Allaker

Compliance

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