Rona Wallace Email & Phone Number

Aberdeen

Aberdeen

At Gary Walker & Co Wealth Management we assist people, families and business owners achieve their long-term financial ambitions by understanding what they’d like to achieve and offering advice accordingly. We offer clients quality and professional advice capitalising on our expertise in all areas of wealth management.I bring over 25 years of experience in the financial and banking sector including IFA and management roles. I have completed the Diploma in Financial Planning and St. James’s Place Paraplanner Accreditation Gold Standard and have a wealth of knowledge of the industry.As part of my role as Senior Paraplanner within the Practice, I predominately looking after our high net worth clients. My responsibilities include paraplanning, client report production, building and maintaining client relationships to ensure they receive a high-quality service. For more information about the range of specialist financial services we can offer or for a confidential, no-obligation review contact tel: 01224 202400 or email admin.garywalker@sjpp.co.uk Visit our website for more information at www.garywalker.co.uk Gary Walker & Co Wealth Management is a trading name of Gary Walker & Company Ltd.St. James's Place Wealth Management is a FTSE 100 company, recently awarded "Best Private Client Investment Manager" by Wealth Adviser Awards 2018. The company's success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James's Place proposition is further enhanced by its distinctive approach to investment management.

Aberdeen, United Kingdom

Other positions previously held with RBS, including:-Management Trainer, Sales Consultant