Credentials

David Wilkes Financial Services stands for integrity, value and honesty. Our commitment to supporting our customers and providing them with confidence drives everything we do.

Don’t just take our word for it. Our reputation is not just based on what we know, but how we know it.

David Wilkes Cert PFS:

  • Financial Planning Certificates I, II & III
  • Member of Personal Financial Society
  • Mortgage Advice Qualification (MAQ)

Ben Wilkes Cert PFS:

  • Financial Planning Certificates I, II & III
  • CF6 Mortgage Advice
  • Certificate in Mortgage Advice Level III
  • Member of Personal Financial Society

David Wilkes Financial Services:

  • Members of Association of Independent Financial Advisers (AIFA)
  • Fully Insured