For me, the essential part of any wealth management and financial planning for your future wealth is trust and communication. Our relationship must be open and honest, so you feel in control and understand your finances and your potential wealth. 

My professional experience as a wealth manager, working for the most prestigious private banks throughout my career has given me a real understanding of what’s needed. I have extensive knowledge of trusts, inheritance tax planning and pensions, investment portfolios and succession planning and find these areas interesting. Being a Chartered Financial Adviser, my knowledge is up there with the best of the best in our industry, but, what I am most proud of is the relationship and trust my clients have with me.

In the old banking days, everyone had a financial adviser, that was me. As I have aged so have my clients, and still to this day I manage their investment and retirement portfolios and more often set up their inheritance tax planning to ensure the financial security for their children and grandchildren. 

In more recent years, my client expectations and managing their finances have evolved to more individual and bespoke service. From posting financial news to regular updates on their investment portfolio performance, trust planning and pension options delivered via new arena’s, zoom, video or in-person, meeting in their place of work or home. 

How to create wealth from your savings and unlock your pension can all be learnt and done by yourself online. Whilst that is an option for you, my clients are busy professional people. They are either head of departments or running their businesses. More often, they have complicated financial affairs and various pensions from previous employers and investments. Hence the attraction of having their own trusted personal wealth manager who contacts them regularly is far more attractive.  

If any of this sounds familiar and you want someone you can trust to turn up, be proactive to your needs and manage your financial affairs, save you time and remove the confusion and stress of managing your finances, let’s have a chat. 

SJ Walker Wealth Management has the knowledge and experience for you to feel confident that your wealth management and financial security is in safe hands. Let me help you, your family and enhance your wealth. 

Steven Walker

Chartered Fellow FCSI, (Chartered Institute for Securities & Investment).

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.

Trusts are not regulated by the Financial Conduct Authority.

More about me: 

After spending hours working with my clients, forming solution and updates and tracking the markets, I often need some time to think and reflect - I love to run. 

We live by Draycote waters, Rugby Warwickshire, which is the perfect place for some me time to clear my head. As my office is at home, it’s the ideal getaway.

Jen and I are always going somewhere, either running, cycling, travelling or “just going on holiday for some sunshine”.

I love cars and have owned some pretty special ones over the years. 

Our work-life balance is essential to us so we can often enjoy some good food and wine in local restaurants or country pubs or staying at home with our two cats, by the open fire in our beautiful old cottage.