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 * Home
 * About us
 * Services
   * Accountancy
   * Care Home Fees
   * Debt Advice
   * Estate Planning
   * Funeral Plan
   * Inheritance Tax
   * Probate
   * Trusts
   * Power of Attorney
   * Wills
 * Contact Us



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.  


CERTIFICATION

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 and the Institute of Paralegals. 











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