Walker Financial Management

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Jeremy Walker founded Walker Financial Management (WFM) in 2010, bringing 30 years of experience built up with some of Ireland and the UK’s leading financial advice firms.

WFM as a business (or any of its employees) does not have ties to any bank, insurance company or fund management business.This allows us to place our clients’ interests at the heart of our advice proposition and everything we do. Reklaw Ltd., trading as Walker Financial Management is regulated by the Central Bank of Ireland.

Through his work in the UK coupled with Financial Engineering Network & The Independent Trustee Company (ITC), both leading Irish financial services companies of the last 2 decades in Ireland, Jeremy has built up a wealth of knowledge and experience in helping Professionals and Business Owners better manage their financial affairs and get on a track to financial freedom. Jeremy enjoys longstanding relationships with his clients, with intimate knowledge of their financial affairs. By maintaining a small network of clients and developing a deep understanding of his clients’ financial requirements, Jeremy delivers highly bespoke and innovative solutions to clients. Jeremy is a Qualified Financial Adviser, giving him the technical credentials to add to his deep well of experience.

WFM specialises in advising professionals and business owners on all aspects of their financial health. This includes budgeting, tax planning and wealth management. We help our clients to ensure they have structures in place to manage the financial wellbeing of themselves, their families and businesses in the event of any unforeseen instances, such as ill health or even death. We then help them to optimise both their current financial wealth and their future financial potential. We have deep experience in all investment related matters especially involving Small Self-Administered Pension Schemes, self-administered Personal Retirement Savings Accounts and self-administered Approved Retirement Funds. This experience affords us the opportunity to develop innovative and highly bespoke solutions for each of our clients.

We develop these solutions based on our rigorous advice approach developed to ensure we can work seamlessly with our clients. We gain a full picture of your current financial standing, help you to identify your personal financial destination and then design the roadmap to the achievement of your financial goals. If any financial products are required, we help you to identify and implement the best solutions for you.

WFM is paid for its services by either commission payable by product providers, fees payable by clients or a mix of both. These fees are agreed and set out upfront in a transparent manner in collaboration with each client.

What can you expect from WFM? Innovative and bespoke solutions, developed as a result of our structured and robust advice process. 

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