DP Financial Services

​177 Wellfield Street, Warrington, Cheshire.  WA5 1NX

Tel. 01925 801182  

Mobile 07836 250480

Call today for a free no obligation quote 

Tel. 01925 801182  

Mobile:  07836 250480

David Phillips has gained qualifications in both accountancy and law.  In 2012 I joined the Society of Will Writers after passing the examination of Inheritance Tax, Wills, Lasting Power of Attorney and Trusts, I have now the highest designation of Fellowship both with the Society of Will Writers and with the Instute of Paralegals. 

To maintain knowledge of a professional standard, for the Society of Will Writers I am required to complete a minimum of 16 hours each year that involves both attending meetings at the head office, and taking monthly tests on various topics involving estate planning. 

As a Fellowship member of the Institute of Paralegals this requires, as a condition of membership, to complete monthly tests to maintain knowledge, and to keep skills well honed.  Paralegals specialise in estate planning and advice. 

To further my knowledge in Wills, Trusts, Probate and Inheritance Tax, I enrolled on a degree level course in these subjects, consisting of 10 assignments, and a 3 hour exam in Glasgow.  

WHO IS DAVID PHILLIPS?

David Phillips is an accountant of 30 years and has membership in: Society of International Accounting Technicians and is a Fellow member of the Society of Will Writers (membership no: PH50040811/13) and the Institute of Paralegals (membership no: 209797). 

Certification

@2017 www.dpmoney.co.uk

David Phillips has membership in:

The Society of International Accounting Technicians

Fellow Member Society of Will Writers (membership no: PH50040811/13) &

Institute of Paralegals (membership no: 209797).