Vicki Wilkinson Email
Chartered Financial Planner @ Walter Dawson & Son
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Vicki Wilkinson Location
- South Milford, GB
Vicki Wilkinson Work
- 2024 -now Chartered Financial Planner @
- 2020 -2024 Chartered Financial Planner @
- 2019 -2020 Associate Director @
- 2011 -2019 Branch Head @
- 2011 -2019 Chartered Financial Planner @
- 2011 -2019 Chartered Financial Planner @
- 2004 -2011 Specialist Monitoring Adviser @
- 2004 -2011 Specialist Monitoring Adviser @
Vicki Wilkinson Education
- Fox's School of Commerce
BA (Hons) European Area Studies (European politics)
1989-1994 - Fox's School of Commerce
BA (Hons); European Area Studies (European Policits/History)
1989-1994 - Fox's School of Commerce
Vicki Wilkinson Skills
- Long Term Care
- Specialist Pensions
- Inheritance Tax Planning
- Pensions
- Financial Advice
- Retirement Planning
- Financial Advisory
- Long-term Care
- Retirement
- Wealth Management
- Income Protection
- Wealth
- Critical Illness
- Investment Advisory
- Strategic Financial Planning
- Savings
- High Net Worth Individuals
- Financial Planning
- Investments
- Financial Services
- Pension Funds
Vicki Wilkinson Summary
- Vicki Wilkinson, based in South Milford, GB, is currently a Chartered Financial Planner at Walter Dawson & Son. Vicki Wilkinson brings experience from previous roles at HF Wealth Ltd, LEODIS WEALTH LIMITED and LEBC Group. Vicki Wilkinson holds a 1989 - 1994 BA (Hons) European Area Studies in European politics @ Fox's School of Commerce. With a robust skill set that includes Long Term Care, Specialist Pensions, Inheritance Tax Planning, Pensions, Financial Advice and more. Vicki Wilkinson has 2 emails on RocketReach.
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