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About Us

Our financial planning service is based on a truly holistic understanding of a client's financial situation, goals and attitude to investment risk. Through our application of independent, fee-based or commission-retained services and our ethos of working closely with clients and their professional representatives, we have established ourselves as the trusted wealth advisers to many clients.

In tandem with financial planning is our wealth management service, and together these represent the cornerstones of our offering to private clients, as the appropriate management of wealth is imperative in meeting financial planning objectives. This is combined with effective tax mitigation advice, often in relation to inheritance tax (IHT), to help maximise investment returns in the most cost-effective and tax-efficient manner.

We are directly authorised and registered by the Financial Services Authority (FSA) to provide independent financial advice. WallsWalker Limited is entered on the FSA Register (www.fsa.gov.uk/register/) under reference 456471.