Financial services

By working with independent financial planning company, WallsWalker Limited, Whyatt Pakeman Partners is able to provide professional advice on financial planning and investment portfolio management, as well as pension and trust reviews.

We have worked with independent financial adviser Martin Walls since spring 2000, and he was subsequently joined by Richard Walker to form WallsWalker Limited. In our experience, they have provided a comprehensive and professional service to all our clients who have required assistance in this area.

Together, we can advise on:

• Inheritance tax planning
• Retirement planning
• Strategic planning, including stakeholder pensions
• Investment strategy for capital growth and income
• ISAs, Venture Capital Trusts and Enterprise Investment Schemes
• Trustee investments, equity portfolios and investment bonds
• Life assurance
• Offshore investments, including unit trusts and bonds

Whyatt Pakeman Partners are 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.

For more information on our financial services, please contact us.