Due to COVID-19, we would like to reassure our clients that we are here to support you throughout this uncertain time, we are open for business as usual from 9am to 5pm, Monday to Friday. To limit unnecessary social contact, our staff are working from home, but remain available to provide advice and continued support.
Mark Burns, Director
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Walbrook Financial Strategies prides itself on its no-nonsense approach to Wealth management and financial planning. Through our dedicated, jargon-free advice we put clients at ease and in control of their financial goals and objectives. As a Partner Practice of St. James's Place Wealth Management, Walbrook Financial Strategies is able to offer an enhanced service, which is complemented by the provision of advice covering the areas of Investment Planning, Inheritance Tax Planning and Retirement Planning.
I was fortunate enough to meet Mark Burns through our Chartered Accountant and have nothing but the highest regard for his astute mind. I have always felt comfortable and secure with his advice and guidance and trust his judgement completely.
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The 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.