David Wilkes Financial Services is a small, family-run business with your best interests at heart. Established in 2001 and with years of experience under our belt, you could say we knew a thing or two when it comes to offering financial products and services. As a General Practitioner IFA (Independent Financial Adviser) based in High Wycombe, Bucks, we have a client base of over 300 we look after all over the UK, ranging from farmhands to Managing Directors of Multi-National companies. We are proud to say it is our ‘people’ skills and integrity that make us stand out from the crowd.

David Wilkes is the Director of David Wilkes Financial Services with 27 years’ experience in FS (Financial Services) having previously worked for the Prudential at all levels including senior management.

Ben Wilkes brings 8 years of experience in Financial Services management to David Wilkes Financial Services from HSBC and is a Professional Will Writer.

With a relaxed, friendly and no-nonsense approach, we speak a language you understand and guide you through all you need to know about a planning for a secure future – your future. With our guidance we’ll equip you with the knowledge and confidence to make the right decisions about your finances and investment. Our aim is never to pressure clients but to merely provide expert advice to help them make informed decisions.

Our help and assistance doesn’t stop at our desks either! As firm believers in actively supporting the local community, David Wilkes Financial Services have previously acted as sponsors to High Wycombe Rugby Club and are involved with a number of other local sports teams and projects.