Malcolm Stalker Email & Phone Number

My job as a financial adviser is to understand clients' financial goals and earn their trust, so that I can provide them with financial coaching. Ultimately, the advice I provide is not about me – it is about helping the client to develop an educated and worry-free relationship with their money. I provide advice and guidance on a wide range of financial planning areas, to help clients to achieve their own specific financial needs and ambitions. I work on the basis that people need to like each other and that you need to make a connection with people to work well together. Financial advice is, at its heart, a coaching position. As such, my role is to help and guide clients in achieving their financial goals. Many of the clients I work with have been with me for a very long time. I like to build lasting, long-term relationships, sometimes even from generation to generation within families.I am also Chair of Everyday Care and Support for Age UK North Tyneside , we provide care for all sections of the elderly vulnerable community, both in a residential way as well as in individual's home environment. We have an amazing team of people who are dedicated to the work they do. We have had a renaissance in the last 24 months and are one of the North East's leading providers , I am very proud and honoured to be associated .

Listed skills include Pensions, Investments, Inheritance Tax Planning, Retirement, and 16 others.

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  Newcastle University

  Law