James Robson, Wealth Management
James is the Head of Wealth Management at Wilton. He oversees the Financial planning, Investment management, Insurance and Lending affairs of the groups clients. He is a Chartered Financial Planner and Fellow of the Personal Finance Society and works with individuals, families, charity’s and trusts to manage their wealth.
Trudy Nicholl, Property Investment
Trudy spent 6 years involved in funding, appraising and managing real estate transactions in the UK. She has spent the last years building relationships with experts from all areas within the dental market. This has allowed her to develop valuable industry knowledge to be able to drive real value for clients.