For me, the essential part of any wealth management and financial planning is trust and communication. Our relationship must be open and honest, so you feel in control and understand your finances and your potential wealth. My experience as a wealth manager, working for the most prestigious private banks throughout my career has given me a real understanding of what’s needed. I have extensive knowledge of trusts, inheritance tax planning and pensions, investment portfolios and succession planning.Being a Chartered Financial Adviser, my knowledge is up there with the best of the best in our industry, but, what I am most proud of is the relationship and trust my clients have with me.In the old banking days, everyone had a financial adviser, that was me. As I have aged so have my clients, and still to this day I manage their investment and retirement portfolios and more often set up their inheritance tax planning to ensure the financial security for their children and grandchildren. In more recent years, my clients finances have evolved to more individual and bespoke services. From regular updates on their investment portfolios, trust planning and pension options delivered via new arena’s, zoom, video or in-person, meeting in their place of work or home. Whilst online options are available, my clients are busy professional people. They have complicated financial affairs and various pensions from previous employers and investments. Hence the attraction of having their own trusted personal wealth manager who contacts them regularly is far more attractive. If any of this sounds familiar and you want someone you can trust to turn up, be proactive to your needs and manage your financial affairs, save you time and remove the confusion and stress of managing your finances, let’s have a chat. SJ Walker Wealth Management has the knowledge and experience for you to feel confident that your wealth management and financial security is in safe hands. Let me help you, your family and enhance your wealth. Steven Walker.The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested. Trusts are not regulated by the Financial Conduct Authority.The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives
Listed skills include Wealth Management, Banking, Private Banking, Portfolio Management, and 9 others.
