Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

Wilma Edwards

Independent Financial Adviser

I have worked in financial services since 2013, helping individuals and families navigate complex financial matters with clarity and confidence since 2022. My passion lies in breaking down financial jargon into simple, practical strategies that empower people to make informed decisions.

I specialise in helping clients identify their financial priorities and create tailored plans to build and preserve wealth in the most tax-efficient way. Financial planning isn’t just about numbers—it’s about aligning your finances with your values and long-term goals, ensuring every pound has a purpose.

As a parent of two young children and the spouse of a small business owner, I understand the challenges of balancing financial security with life’s ever-changing demands. Having overcome my own personal challenges, I am deeply committed to helping others prepare for whatever life may bring.

Expertise in

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

North East

Covers

Sunderland, All of the UK (Remotely)

Expertise in

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

North East

Covers

Sunderland, All of the UK (Remotely)

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