Lee Walker
APFS
With over 30 years experience in the financial services industry, I created Walker Wealth Management in 2014 to provide financial advice to clients in Dorset and the surrounding counties. I proudly achieved Chartered Financial Planner status in 2022 to ensure I was in the best position to provide holistic, well-informed advice.
About
I created Walker Wealth Management with a vision to provide professional, personalised advice to a diverse range of clients.
I have seen many changes during my time in the financial services industry. One thing that remains constant is that the relationship and trust you have with your Financial Adviser is key to making the right decisions at the right time.
I focus on developing solid personal relationships with my clients, ensuring that I am able offer a rounded, professional and principled service.
I live with my wife and between us we have 3 kids and 4 dogs to keep us busy. In any spare time I have I enjoy a round of golf or two. I also recently discovered a new love for skiing holidays so welcome any resort recommendations.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
