Mr Neil Wilkie

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

130 St. Vincent Street
G2 5SE
United Kingdom

Email: [email protected]
Telephone: +44 (0)1344 855066
Practice Areas: Estate planning/administration, Investment
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Estate Planner / Financial Planner / Wealth Management
STEP Qualifications:
STEP Certificate for Financial Services - Trusts and Estate Planning, STEP Diploma in Tax and Estate Advising – Scotland
Tilney (Glasgow)
STEP Scotland
Scotland Branch Committee
Special Interest Groups:
Business Families

Neil has been a Financial Services professional for 25 years and has wide experience in dealing with all aspects of financial planning and wealth management. As an affiliate member of STEP he has a keen interest in estate planning.

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