I am the Managing Director of Gary Walker & Company Wealth Management, Senior Partner Practice of St. James’s Place Wealth Management since 2004. Prior to that I was an adviser with Lloyds TSB from 1991 to 2004 where I was top adviser in the UK for 5 of those years.
Because of my strong client focus, I build my business solely on introductions, both from my private clients and from other long-standing professional relationships. It is important to me to write bespoke financial plans for clients to help enable them to achieve their goals, and, more importantly, to review these plans regularly to ensure they remain current and accurate. As a team we provide invaluable service to our clients by putting them firmly at the centre of everything we do.
Not only do I meet my clients regularly, they are also continuously kept up to date on what is happening in the world of Wealth Management through our online E-Briefing Service. I also enjoy hosting a variation of events for my clients where they can find out more about what is happening in the world of wealth management. Click here to find out more about our upcoming events.