At Walker Wealth Management, we understand that finding a professional Adviser, that you can trust, is an incredibly important decision. We pride ourselves on building long term relationships with clients, centred around exceptional service.

Most people will need to seek financial advice at some point in their lives, whether they realise it or not. Trying to navigate the intricacies of the financial services industry alone, alongside the ever-changing needs of the individual, can lead to investments and savings not reaching their full potential.

We’re here to help guide individuals and businesses with advice including, but not limited to:

• Investment planning 
• Retirement planning 
• Inheritance Tax and Estate Planning Trusts* 
• Family protection 
• Specialist insurance 

Once these plans are put in place, it is vital to review these regularly to keep up to date with changes in legislation and taxation, product developments and your own situational changes. Indeed, a review is crucial if your circumstances change, such as starting a family or changing employer, moving home or receiving an inheritance. Whether you’re embarking on a marriage or undertaking divorce proceedings, receiving reliable financial advice is critical.

We look forward to building a long lasting and valued relationship with you in the future. 

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

*Trusts are not regulated by the Financial Conduct Authority.