At Gary Walker & Company Wealth Management, we specialise in meeting the financial needs of both individuals and businesses. We pride ourselves on building strong and long lasting relationships with our clients, which allow us to provide a highly personalised service tailored to their individual goals and objectives.
Our aim is to identify your financial priorities and objectives, and then develop a strategy around this to meet your individual needs.
With more than twenty years of experience in Financial Services Gary Walker and Company Wealth Management can offer specialist advice on a wide range of areas including:
- Investing for income
- Planning for retirement
- Protecting your wealth
- Protecting your lifestyle against financial risk
- Mitigating tax liabilities
- Investment Planning
- Retirement Planning
- Inheritance Tax Planning
- Pension Planning
Full details of the services we provide are detailed in the services section of this website and we would welcome the opportunity to talk to your regarding your financial circumstances. If you would like to organise a no-obligation, financial review please do not hesitate to contact me or alternatively complete an enquiry form.
The standard of the service we provide is reflected by the volume of clients who personally recommend us to their friends and colleagues so that they too may benefit from sound professional advice.
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.