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.