Welcome to our website

Walker Financial Management specialises in helping our valued corporate and personal clients to achieve their own Financial Freedom.

Our business was founded in 2009 by Jeremy Walker who set out with one very simple aim: to help and guide clients to identify their financial aspirations and to gain control of their financial futures. With over 30 years’ experience in the Financial Services world, Jeremy has the necessary depth of knowledge and experience to advise clients on charting the course to their personal Financial Freedom.

We believe that there are three main characteristics to exceptional financial planning. These are;

• A Robust Financial Planning Model
• Listening Skills
• A Capability to identify the right Solutions

A Robust Planning Model

We believe that our financial planning model enables us work with our clients in a highly structured manner, enabling us to deliver the right financial solutions to meet your requirements. For more details of our financial planning model, click here.

Listening Skills

Our role begins with gaining a full and complete understanding of the client’s own situation. This is achieved through active questioning and listening and also by explaining the need for and relevance of all of the information that we seek.

Ability to Identify Solutions

Once we are clear about all of the factors influencing your future financial freedom, we then use our extensive knowledge of the market to deliver the most suitable and cost effective financial solutions to meet your needs. For more details of the types of solutions we deliver to our clients, click here.