Andrew Walker

DipFA Financial Planning Consultant

Andrew has been in the financial services industry since 1998 and has extensive experience of giving holistic financial advice that has helped many clients achieve their financial aims and goals. He has experience in investment portfolio planning, pension and pension portfolio planning and auto-enrolment.                                               

Andrew also offers advice on mortgages, life and critical illness protection for private clients and small business owners, tax and inheritance tax planning, wills and trusts.

If you would like advice in any of the above areas, then please contact Andrew for confidential initial discussion either at your home or place of work at a time to suit you.

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Buy to let mortgages are not regulated by the Financial Conduct Authority.

Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Portfolio planning
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Personal Pensions
Company schemes
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Private medical arrangements
Critical illness insurance

Permanent Health Insurance, aka Income Protection

Mortgage placement and arranging for:
First time buyers

Deals researched and arranged to suit:
Fixed rate deals
Variable and flexible
Capped and or collared