Founder Member and Senior Partner of St. James's Place Wealth Management

Andrew Walker

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Andrew Walker

DipPFS
Having gained experience in all areas of wealth management, I focus mainly on investment and pension planning, life assurance, critical illness assurance and income replacement cover.

About

For 13 years to 1972, before joining financial services in 1975, I was a quantity surveyor, dealing with the financial side of the building industry.

In April 1975, I joined Hambro Life, later known as Allied Dunbar and now Zurich Life.

I am a Founder Member and Senior Partner of St. James's Place Wealth Management and a 41 years' Life Member of the Million Dollar Round Table, a prestigious United States organisation for insurance professionals.

With experience in all areas of wealth management, I concentrate mainly on investment and pension planning, life assurance, critical illness assurance and income replacement cover through St. James's Place and a panel of insurance companies, mitigating Inheritance Tax where possible mainly by the use of Trusts*.

Many of my clients are consultant doctors, general medical practitioners and their families, as I have specialised in and have developed an intimate knowledge of the financial problems faced by NHS and university professionals.

*Trusts are not regulated by the Financial Conduct Authority.

Andrew Walker

20 Carlton Place, Aberdeen, AB15 4BQ

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Why Choose St. James's place?

We're not about selling products. Our network of experienced advisers pride themselves on building trusted, long-term relationships with their clients - only by doing so can they truly understand their clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £81 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner 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.

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Andrew Walker
Andrew Walker
07900 284729