Gary Walker Wealth Management Limited
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About Us
Gary Walker Wealth Management is a financial advice company established in 2004 to service Aberdeen and the North-east of Scotland. Since then, we’ve helped thousands of clients build, preserve and pass on their wealth as well as financially protect those dearest to them. We wholeheartedly believe in building long-term relationships with all our clients to help them, not just improve the now, but build a better future.
Where do we cover?
Most of our clients are based in the North-East of Scotland, in the Aberdeen and Grampian area. That said, we enjoy helping people wherever they’re based in the UK.
What do we do for our clients?
Helping people work out a plan or strategy for their finances is at the core of everything we do. We love to take the time to get to know our clients and understand their short, medium, and long-term goals. this approach allows us to ensure that our recommendations are right now and in the future. We believe that every client should be looked after for the long-term which is why we invite our clients to regularly review their position so can help them stay on course and respond appropriately to anything life throws at them.
Why should you work with a financial adviser?
Working with a financial adviser can really help growing families make the most out of their finances at a time when they have a lot of demands on their money. We understand how hard it can be to juggle everything, especially when you’re expecting, or have recently welcomed, a new child into the family. working with a financial adviser can prove invaluable in making sure that every pound is used to its fullest at a time when there are a lot of demands on your money. allow us to help alleviate some of those stresses by looking after the pounds and pennies while you focus on looking after the little ones.
What services do we offer?
As a Principal Partner Practice of St. James’s Place Wealth Management PLC, we’re able to offer our clients products exclusive to St. James’s Place, allowing them access to their distinctive Investment Management Approach. In addition, to St. James’s Place products, we’re able to advise on those from a range of specially selected providers.
Broadly speaking, this is what we do for our clients:
- Help people save. this could be for their retirement, school fees, University, the next house, or a new car. We can help get you there
- Preserve wealth. Once our clients have built up their nest egg, we can help them continue to manage it and, where required, withdraw funds as efficiently as possible.
- Create financial stability. using protection arrangements, we can help provide peace of mind that your family will be well looked after should you be unable to work if the worst happened.
More information about the services we provide our clients:
Investment planning
Now that Banks are no longer offering much in the way of interest it has become increasingly difficult for parents to build up that nest egg. Whether it’s saving for yourself or a child, investing is a brilliant way to grow your money. we provide expert advice on investments for both you and your children. We usually achieve this for our clients by using Junior ISAs, ISAs, Investment Bonds, and other more specialised products.
Retirement Planning
It may feel like a long way away, but it is still important to think about your retirement, especially when you’re younger as decisions you make now could have a huge impact on your retirement. Pensions aren’t just for adults either, children can have them too. a pension for a child can prove to be an excellent way to set your child up for a happy, comfortable retirement.
Protecting yourself and your family
This is an area that’s really important for families. Life doesn’t always go to plan so it’s important to put things in place to help you and your family ensure you’re financially safe if you’re unable to work, fall ill or if the worst happened. Typically, we find that families often have lower amounts of savings behind them, or none at all, so they’re more sensitive to financial shocks. This might not only cause short-term financial problems but even impact long-term financial health too as nest eggs are eaten into.
Thank you for reading this far. If you would like to learn more about how we can help you specifically, why not get in touch and book a no-obligation consultation?
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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society.
The levels and bases of taxation and reliefs of taxation can change at any time. The value of any tax relief depends on individual circumstances.
Gary Walker Wealth Management Limited is an Appointed Representative of and only represents 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.
Gary Walker Wealth Management Limited is registered in Scotland, number SC325490. Registered Office: 5 Carden Place, Aberdeen, AB10 1UT
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- Insurance & protection
- Pensions & retirement
- Financial planning
- Investments
- Savings
- Tax & trust planning
Have you changed job and left behind an old workplace pension that’s not being looked after? Allow us to review your pensions and help you realise your retirement plans.
No Obligation Investment Review
No Obligation Investment Review
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No Obligation Protection Review