Dave Walker
Chartered Financial Planner, FPFS
Integrity, excellence and simplicity are the foundations of my company, DW Wealth Planning Ltd, which was established in 2017. Having worked in financial services for over 30 years and as a Partner Practice of St. James's Place based in Aberdeen, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
Specialisms:
About
I pride myself in providing a bespoke service to clients drawing on my extensive knowledge and expertise, dealing with the complexities to provide simplified and practical solutions to the financial issues that concern them.
My advice covers all areas of wealth management, including retirement planning, savings and investment planning and wealth protection.
I am Chartered Financial Planner and Fellow of the Chartered Insurance Institute.
I have worked in financial services for over 20 years and provide broad based advice helping clients with practical solutions to the financial issues that concern them most. I became a Chartered Financial Planner and Fellow of the Chartered Insurance Institute on the 1st of September 2018.
My advice covers all areas of wealth management, including retirement planning, savings and investment planning and wealth protection.
As a Partner Practice of St. James's Place based in Aberdeen, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
