Our story

We specialise in meeting the financial needs of individuals and businesses, providing expert financial advice and creating tailored plans to achieve your goals and objectives. We build long-standing relationships with our clients to ensure we understand your priorities and, most importantly, review your plans regularly with you. As a team we provide invaluable service and put you at the centre of everything we do. We are a Senior Partner Practice of St. James's Place Wealth Management, allowing us to provide specialist advice on a wide range of areas:

  • Investment Planning
  • Protecting Your Wealth
  • Mitigating Tax Liabilities
  • Pension Planning
  • Financial Education & Wellbeing
  • Retirement Planning
  • Intergenerational Wealth Management
  • Inheritance Tax Planning
  • Mortgages

Full details of the services we provide are detailed in the 'Advice & Services' section of our website and we would welcome the opportunity to talk with you regarding your financial circumstances.;

Core Values

Gary Walker Wealth Management aspires to delight clients with a first-class experience every time. At the heart of our company is a commitment to all of our clients.

Future proofing lives, creating financial peace of mind

Our team lives by the following core values:

  • Do the right thing
  • One passionate team
  • Exceptional relationships
  • Being the best we can be

Get in touch

If you would like to organise a no-obligation, financial review please get in touch. 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.