Specialist Advice | Walker Wealth Management Ltd

Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

Make use of full access to St. James's Place initiative designed to help Small and Medium-sized Enterprises - the St. James's Place Entrepreneur Club.

Arranging care for yourself or a loved one is an emotional and complicated time. Help with the important issues is on hand.

We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.

We know how difficult it is to juggle your family and home life, your career and your finances. We can work alongside you to give you the confidence to make sense of your financial life and become financially secure.

We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.

The financial requirements of those who have created significant capital or who earn higher incomes, can be complex.

Whether you’re a school teacher, a university lecturer or involved in any other aspect of education, we can work together to create your financial plan.

Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.

Lee Walker

Walker Wealth Management Ltd

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Copyright St. James's Place © 2025