Welcome To Our New Chartered Financial Analyst

We are delighted to announce the arrival of Stephen Walker (Chartered Financial Analyst) to complement our team of wealth management advisers. Stephen brings with him a huge amount of experience having worked as a fund manager with both Sanlam Investments (Senior Fund Manager) and Morgan Stanley Investment Management (Executive Director Fund Manager).

A dedicated professional, highly qualified specialising with investments, pensions and IHT planning. Stephen lives in Poole and looks forward to assisting clients in the Poole and surrounding areas.