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Services

WallsWalker operates in both the corporate and private client markets, offering a full range of services to businesses and private individuals.  These areas of advice include:

  • Investments (both onshore and offshore, lump-sums and regular savings)
  • Retirement planning
  • Tax planning *
  • Estate & trust planning *
  • Healthcare & protection
  • Education expenses

When providing advice we take a fully holistic approach, ensuring all elements of a client’s financial circumstances work together to help achieve their aims and objectives throughout their lifetime, and where appropriate, protect the interests of future generations.

When investing money, we build an optimal portfolio utilising a sophisticated asset allocation approach that takes advantage of the freedom we have to recommend funds and managers from the entire marketplace.

Through our investment in technology we aim to provide a more comprehensive service to all our clients with respect to both existing assets and new investments. Through regular reporting and online access you can be kept fully informed on the position of your portfolio.

Our latest newsletter is freely available for download. Your advisor will direct you to other documents as required.



* The Financial Services Authority does not regulate taxation advice, trust advice, and estate planning.