Walker Wealth Management Ltd

Walker Wealth Management Ltd

We offer bespoke wealth management advice to private and corporate clients, tailored to meet personal and business objectives.

The Little Sins We Commit at Work—and the Bosses Who Are Cracking Down 12/11/2024

The Little Sins We Commit at Work—and the Bosses Who Are Cracking Down Businesses are strictly enforcing rules to show who’s in charge and control expenses.

How To Make Smarter (And Fewer) Business Predictions For 2025 09/11/2024

How To Make Smarter (And Fewer) Business Predictions For 2025 Economists make projections and fools make predictions – expectations are another matter. You can expect we'll still be talking about these 10 priorities in 2025.

Photos from Walker Wealth Management Ltd's post 06/11/2024

Thank you to everyone who attended our Post-Budget client event yesterday at Dolphin Indoor Bowls Club, it was great to see you all and we hope you're feeling more financially prepared going forward.

To anybody who wasn't able to make it yesterday, St. James's Place have posted the recording of their Budget webinar, available to watch here: https://www.sjp.co.uk/individuals/how-can-we-help/tools-information/webinars

05/11/2024

If you want to understand more about how the changes announced in the Budget may impact you and your finances, contact us today.

Read more here: https://partnership.sjp.co.uk/article/detail/sjpp/understanding-what-the-autumn-budget-means-for-you.html

Walker Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management pls (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 23/10/2024

Grief in the workplace: Four ways to help employees cope 05/11/2024

Grief in the workplace: Four ways to help employees cope Money and s*x are obvious taboo topics in the American workplace. But here is one you might not have thought of: Grief.

How to minimise sleep disruption as the clocks go back – and into winter 02/11/2024

How to minimise sleep disruption as the clocks go back – and into winter Have a consistent routine, expose yourself to natural light in the day and be mindful of your caffeine intake and screen time in the evenings.

What business leaders can learn from the most excellent guy in Hollywood, Keanu Reeves 29/10/2024

What business leaders can learn from the most excellent guy in Hollywood, Keanu Reeves The John Wick star has taught us that going it alone can be freeing and that there are more important things than the bottom line

Should you refinance your mortgage now as rates drop? 26/10/2024

Should you refinance your mortgage now as rates drop? How much of a rate differential makes a refi truly worth the hassle? The interest rate is just one element of the refi decision. Here are a few factors to help you make that call and close the best deal.

Thousands of toxins from food packaging found in humans – research shows 22/10/2024

Thousands of toxins from food packaging found in humans – research shows Research found that among the worst offenders is plastic, a material that is largely unregulated and can contain thousands of chemicals.

Tell tale signs it may be time to lock away savings - and why three years is a sweet spot 19/10/2024

Tell tale signs it may be time to lock away savings - and why three years is a sweet spot Now could be an excellent time to bag a fixed-rate bond – if the latest murmurings from the Bank of England are anything to go by.

Emotional and Financial Considerations of Lending Money to Loved Ones 12/10/2024

Emotional and Financial Considerations of Lending Money to Loved Ones These are some of the financial and emotional considerations of lending money to friends and family, and how to avoid ending up in a compromising financial position.

Is It Better to Buy or Lease a Car? It Depends. 08/10/2024

Is It Better to Buy or Lease a Car? It Depends. Most people have two options when they want a new car: buy it with a traditional loan or lease it.

The 27-Year-Old Economic Adviser for Gen Z 05/10/2024

The 27-Year-Old Economic Adviser for Gen Z Kyla Scanlon coined the term “vibecession.” White House and Fed officials are taking her seriously.

What the history of money tells you about crypto’s future 01/10/2024

What the history of money tells you about crypto’s future The thread from shipwrecks and sheep flocks to digital currencies.

Photos from Walker Wealth Management Ltd's post 30/09/2024

⭐ MEET THE TEAM ⭐
Emma Joscelyne
Financial Administrator and marketing

"I joined the team in March 2024, completely new to financial services and with a lot to learn. My previous work has involved mostly office administration and retail however I’m starting to find my groove here at Walker Wealth Management in a role more involved in Marketing, which I find goes really well with my studying part-time for a Psychology degree. I’m excited about where my role here will lead me and feel incredibly supported by the fantastic team.

In my free time I love getting out into the New Forest for dog walks with my fiancé and our Parson Russell Terrier, as well as reading whenever I get the chance."

How to Make Your Best Vacation Memories Last, According to Science 28/09/2024

How to Make Your Best Vacation Memories Last, According to Science According to experts, science explains why some travel memories stick—and others float into oblivion. But you definitely have some control.

How does the new iPhone 16 compare to its AI-powered rivals? 24/09/2024

How does the new iPhone 16 compare to its AI-powered rivals? Apple’s latest handset follows the launch of AI-loaded devices from Google and Samsung.

Photos from Walker Wealth Management Ltd's post 23/09/2024

⭐ MEET THE TEAM ⭐
Peter Johnson
Financial Adviser

"Through 20-years’ experience in delivering face to face service to a wide range of people, I’ve learnt the real value in being able to trust someone to do ‘the right thing’. I enjoy working with people over the long term to understand who they are, what they’d like to achieve and helping them reach their goals.

I am grateful to work within a company that allows me to focus on finding the right solutions for the people I work with, providing expert support covering all aspects of wealth management including investment planning, retirement planning, inheritance tax/estate planning and protection.

I also spend time with my family, enjoying the area we live in with both forest and coastal areas nearby."

Walker Wealth Management Ltd, Partner Practice of St. James’s Place Wealth Management.

A secure future, for yourself, family, or business, is something everyone should plan for. A change in circumstance or the effects of the economy may require regular reviews and a potential cause for you to act and make changes to your financial situation.

At Walker Wealth Management Ltd, we desire to build a professional and valuable relationship with you now and into the future. We can provide you with a bespoke, face-to-face wealth management service designed to meet your short and long-term needs and objectives. We can help you to reach your financial goals, offering appropriate advice and guidance for now and in future, checking that any plans put in place remain appropriate if there are changes to your circumstances. Our advice will be tailored to you.

We are in regular contact with other Partners and, where necessary, introduce specialist colleagues to ensure you receive the highest standard of service and expertise to help you achieve your goals. Together, we will create a working financial plan, providing you with a clear direction towards meeting your financial goals. This includes clarifying your objectives and researching and assessing all options available to you. We will regularly monitor and review your plan closely making amendments as and when appropriate.

We are currently based in Blandford Forum, Dorset, however, we actively travel throughout other counties in the region including Devon, Hampshire, Somerset, Surrey and London and able to speak with clients nationally where required.