Testimonials

Read some of the feedback received from clients.

The financial service he has provided to me in recent years has been first class. All products he recommends are explained in plain and concise terms. My portfolio is reviewed on a regular basis. I find him trustworthy and I would certainly recommend him to anyone looking for financial advice.

F.W | Newcastle Upon Tyne

My wife and I have enjoyed a good relationship with Phil Walker for a number of years. The relationship has grown and now includes our 3 children. We trust Phil's advice and his financial knowledge, diligence and friendly manner have cemented our relationship. We would have no hesitation in recom...

Anonymous | Newcastle Upon Tyne

Phil Walker has, over many years, provided a personal service and considers carefully the long term interests of our family. We trust his advice, he and his support team are very approachable and always contactable.

S.A.

Phil Walker has provided excellent advice backed up with sound evidence and calculations. Always felt the advice was specific to my needs and offered guidance where necessary. Would highly recommend Phil to anyone.

M.T | Newcastle Upon Tyne

My wife and I have never regretted using the services of Mr. Phil Walker. He has always been sensitive to our individual needs and extremely thorough inresearching those needs before offering his advice which is careful and considered. Without hesitation, I would recommend him and St. James's Pla...

V.R | Retired School Teacher, Newcastle Upon Tyne

I have known Phil for many years, he has always been dependable in his advice/recommendations over the years. His services are always available either communication/personal visit. I would be pleased to recommend his services to anyone.

E.F

The advice Phil offers is always personalised to my specific situations/needs at the time and I know that I can completely trust that he has my best financial interests at heart. I couldn't ask for more.

Anonymous | Newcastle Upon Tyne

With Phil Walker looking after your financial affairs, you sleep easy in the knowledge that he understands your requirements and your fears; then gives appropriate advice. The support from him and his team create a first class, worry free service.

G.G | Retired, Consett