Vicki Wilkinson is a Chartered Financial Planner at WDS Wealth Management Ltd with 25 years industry experience spanning compliance, financial advice and management. She is a Fellow of the Personal Finance Society — one of the highest professional designations available in financial planning in the UK.
Vicki specialises in holistic financial planning for clients with more complex financial needs, including retirement planning, estate planning, tax-efficient investing and protection. Her approach brings together all aspects of a client’s financial position to develop a plan that is genuinely tailored to their circumstances and goals.
Vicki is based at WDS Wealth Management’s York office and serves clients across Yorkshire.
