Phil Walker
Chartered Financial Planner, FPFS
Over the last 25 years, I have specialised in offering expert advice on a wide range of important areas, including Investment Planning Advice, Inheritance Tax Planning, Retirement Planning and Financial Protection.
About
In December 2011, I qualified as a Chartered Financial Planner. In June 2016, I passed three further professional exams, including the Advanced Paper in Personal Tax and Trust Planning, which qualified me as a ‘Fellow’ of The Chartered Insurance Institute. I am proud of this achievement and remain committed to the highest levels of professional and ethical conduct.
Prior to joining St. James's Place Wealth Management, I worked for Barclays Bank for 13 years and was a Branch Manager.
In my spare time I am very much a family man, married to Tanya and have two sons. I am a keen athlete and am actively involved with Morpeth Harriers.
My aim is to maintain long-term, trusted relationships with clients, giving the client financial peace of mind. The level of satisfaction may be judged by the fact that most new clients come to me as a result of personal recommendation by existing clients.
In addition to the experience and expertise provided by members of the St. James's Place Partnership, products and services from other providers are carefully selected to complement and enhance the range of St. James's Place Wealth Management Group products on offer. I believe the providers represent ‘best of breed’ in their respective categories and are capable of delivering the high standards that you would expect.
Testimonials
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. Partners:
