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Neil Wilkie Financial planning

Neil Wilkie

Financial planning

Areas of expertise

Estate Planning, retirement planning.


I have been a Financial Planner for more than 30 years, approximately 10 years as a Chartered Financial Planner.

Notable client work and achievements

I have helped many clients achieve their retirement dreams, by ensuring that their financial resources are used effectively.

Professional qualifications and memberships

Chartered Financial Planner
STEP Trust and Estate Practitioner (TEP)
Fellow of the Personal Finance Society (FPFS)

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