An Associate Partner Practice of St. James's Place Wealth Management

Forbesfield Financial Planning

Tony Walker

LLB (Hons), Dip.LP, LLM, DipPFS
I am committed to providing a professional, dependable, high quality service and establishing long term relationships with my clients so that I can help them ensure they have the right financial plans in place, whatever their stage in life.

About

Having spent the earlier part of my career either directly within the legal profession or utilising my legal knowledge within the commercial sector, I have a great deal of experience in analysing often quite complex situations for clients, advising them on their options, and helping them to achieve the best possible outcomes. After committing to a career change and successfully obtaining the qualifications and knowledge required to be a professional wealth manager, I am delighted to now be using these analytical and advisory skills to help my clients achieve their financial goals.

At Forbesfield Financial Planning we work hard to really understand our clients and what is important to them. Only by doing so can we provide the personalised advice they need to help them achieve their goals.

We take pride in our friendly, approachable service and promise that the advice you receive will be clear and straightforward as we help guide you towards a better financial future.

Promotions

Item 1 of 3

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
More

Testimonials

Item 1 of 2
My Son trusts Tony with his finances so, when my husband unexpectedly died, I asked Tony if he would help me. He has gone out of his way to do this with sound advice and advocacy, very much putting my needs first. He has never put any pressure on me, so I felt completely able to trust him. I would n...
Claire L. Starr |Edinburgh

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. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

SJPWM-Crop-Blue.svg

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 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.