Tony Walker Financial Planning Services
Founded by Tony Walker, an Independent Financial Adviser providing long term advice solutions to clients both regionally and nationally. Based in Morecambe, Lancashire, Tony Walker Financial Planning Services business extends across the UK and has been providing clients with bespoke, financial advice for over 37 years.
We are dedicated to giving highly individual advice which is entirely focused on our clients' specific circumstances and needs. By always ensuring we are aware of the ever changing developments within the financial services industry at regulatory/product/provider level, we are able to advise on the most suitable products combined with tailored advice to our clients, using unique software and tech to deliver professional advisory solutions that are both competitive and deliver in terms of our clients objectives.
These are just a few of the many reasons why clients choose Tony Walker Financial Planning Services and retain our services for the long term due to the value we add. Communicating both standard and complex advice matters simply is what we do!
"Starting your planning journey is as simple as picking up the phone or dropping us an email. Understanding the complexities of financial planning doesn't have to be a daunting thought. We ensure this is the case by relaying information in a way you can understand simply."
What our clients expect of us is an objective, professional and efficient service that is delivered with a personal touch. We believe that the key to successful advice is in creating a relationship built on trust, which enables us to provide financial advice that is altogether individual.
"We often find clients make contact as they are often too busy to deal with planning matters themselves and find it more time and cost effective to employ a regulated and qualified professional and by doing so where qualifying will be afforded protection by way of the Financial Ombudsman Service & the Financial Services Compensation Scheme in respect of any advice we provide."
Just starting on the financial planning journey or simply looking to get the most from your finances, we have a service solution to meet all clients requirements. Whether you are starting on the property ladder, looking to save for the future, looking to protect your personal or business assets, trying to minimise or mitigate certain voluntary forms of taxation such as inheritance tax, planning for later life and to plan your estate out during your lifetime, we are here to help.
TONY WALKER FINANCIAL PLANNING SERVICES
Green Lane West
Tel: 0800 635 2211
Mob: 07841 023434
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