Nataliya Wilkinson — Financial Adviser in St Ives

I have been working in the Financial industry for 18 years and began my journey with Openwork in 2011. I have always been passionate and creative about my work and enjoy working face to face with my clients. My role is to ensure that the clients are financially resilient and their money are working hard for comfortable retirement.

My focus for the past 14 years has been providing clients with tailored protection and later wealth advice to ensure they have got cover to protect their families, their income, their assets and their business should the worst happen. I also ensure that the clients have got a clear picture what their retirement goals and objectives are and how I can help them getting there.

I am passionate about delivering the right financial planning solutions to clients in their unique circumstances. We work together with clients mapping their financial goals and ensure we create a solution how to achieve those.

When I meet with a client, I look at what they would like to achieve, identify and explain any investment and protection shortfall and consider clients’ budget. I also offer tailored business protection advice to protect a business and/or provide a benefit to key staff members in that business.

My previous education and back-ground well-equipped me for dealing with clients from all walks of life. I have got an undergraduate degree in Linguistics and a graduate degree in Economics. I also have a Master’s in Business Administration with Specialism in Finance and the CII Diploma in Regulated Financial Advice.

I enjoy dealing with clients and always allow as much time as we need to gain a deeper understanding about their unique circumstances and their aims and dreams before formulating an advice.