Financial Services

Roger Pimblett FSA Compliance Partner, with the WallsWalker team, Martin Walls (seated) and Richard Walker (left)

In order to strengthen the breadth and level of the range of services on offer to clients, in Spring 2000 the firm formed an association with a national company to provide financial services advice. Martin Walls was employed as an independent financial advisor and was subsequently joined by Richard Walker as his paraplanner.

Following corporate restructuring in September 2003, the firm was pleased to announce the enhancement of this service and its continuing relationship with Martin and Richard through their business, WallsWalker Ltd.

At client meetings we have been extremely pleased with the way Martin and Richard have fitted in with our team and we believe our clients have appreciated the interpersonal and professional skills exhibited by them both.

Please contact us if you require advice on such matters as:

• Inheritance Tax Planning
  
• Retirement Planning
  
• Strategic planning, including Stakeholder Pensions
  
• Investment strategy for capital growth and income
  
• Tax efficient investments, ISAs, Venture Capital Trusts and Enterprise Investment Schemes
  
• Trustee investments, Equity Portfolios and Investment Bonds
  
• Life Assurance
  
• Offshore investments including Unit Trusts and Bonds

This firm is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.

WallsWalker Ltd

Martin Walls Cert PFS – Managing Director

Martin Walls began his career as an Independent Financial Adviser in 1986 and since 2000 has been based in Bristol. His client portfolio has been enhanced by recommendations from Stockbrokers, Solicitors, and Chartered Accountants. He advises employed and self employed individuals, partnerships and limited companies on pensions and investments. During his career Martin has provided advice to the Cabinet, Foreign Office, and the Metropolitan Police.

Richard Walker Cert PFS - Technical Director

Richard has been working in the financial services industry since 1996 and has extensive knowledge of financial advice, compliance, and technology issues. He successfully integrates the most up to date software for product research, fund analysis and asset allocation to deliver a truly client focused service.

Ron Walker FPMI - Chairman

Ron has been in the Financial Services Industry since 1961 and has headed up three of the UK's largest Pensions and Independent Financial Advisors during this time. He has advised many insurance companies and public sector organisations on pension issues. Ron has lectured on the subject many times and provided advice to a foreign government to help them understand U.K. pension issues. He is a founder Associate of the Pensions Management Institute, and has been a Fellow since 1983. In 1989 Ron was granted Freedom of the City Of London.