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.
Past performance is not a guide to future performance. The value of investments and any income from them can fall as well as rise. Capital values are at risk and not guaranteed.