Lyn Walton
DipPFS
I have worked in Financial Services with the same high street bank for 40 years specialising in Employee Benefits and holistic Financial Planning including Pension, Investment, Protection and Estate Planning.
I decided that to make the difference I wanted to make to clients Financial Planning and to be able to treat clients the way I like to treat them, I needed to move on with my career and am very proud to be able to do this at St. James's Place as a Partner Practice. This offers my clients access to Global investment propositions through the UK's largest Asset Management provider.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
About
By having my own Partner Practice it means I can really make a difference to my clients future Financial Planning, in the caring and genuine way that really makes a difference. Being a Partner at St. James's Place gives my clients the confidence that all my advice is guaranteed.
As a Yorkshire girl, I say it as it is and I am keen to speak with my clients in a language that they understand. I listen to what you want your life and dreams to look like, not just yours but your children's and your children's children and together we build a financial plan to achieve those goals.
Financial Advice is about people not products.
My main aim is to build up strong and long-term relationships with my clients as I have in the past, many of which have become not only clients but friends.
In my personal life I live in Hornsea, East Yorkshire and I am married to Mark, and together we enjoy watching our 4 grown up children grow and flourish in their adult lives.
We enjoy time away in our motorhome travelling around the beautiful countryside the UK has to offer but when the whistle blows at 3 o'clock on a Saturday afternoon you will usually find me at the MKM Stadium supporting my beloved Hull City.
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 at www.sjp.co.uk/products.
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More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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.
SJP Approved 19/07/2023
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.
