Business Details
Your Trusted Financial Partner in Telford
Andy Walker is a well-established firm of Independent Financial Advisers with offices across England and Wales. Our team of qualified professionals specialises in personal financial planning, offering unbiased access to over 30,000 products from the entire financial marketplace. We provide tailored advice on pensions, retirement planning, investments, life assurance, and will writing, with a commitment to helping clients achieve their long-term financial goals. Our services are delivered through face-to-face meetings in clients' homes or offices, ensuring a personalised approach. As an independent practice with no ties to specific companies or products, we prioritise our clients' best interests.Our advisers hold relevant qualifications including DipFA and CeLTCI, and we operate under the regulatory oversight of the Financial Conduct Authority. We offer a complimentary initial consultation to review financial needs and develop strategic plans. Our head office is based in Ascot, with regional offices in Telford, Hereford, Bristol, Cardiff, and Gloucester. With decades of combined experience, we maintain a client-centric approach focused on transparency and clear communication. Our team includes specialists in pension transfers and complex estate planning, ensuring comprehensive solutions for diverse financial situations.
Services
Financial Planning
Pension Transfers
Will Writing
Investment Advice
Retirement Planning
Life Assurance
Trust Creation
Probate Services
Highlights and features
- We offer truly independent advice with access to 30,000+ financial products
- Our advisers hold professional qualifications including DipFA and CeLTCI
- We provide home visits for convenient face-to-face financial consultations
- Specialist expertise in pension transfers and complex estate planning
- FCA-authorised firm maintaining strict regulatory compliance standards
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
Our comprehensive financial planning service helps clients create strategic roadmaps for their financial future. We assess current financial positions, identify long-term goals, and develop tailored strategies covering investments, pensions, and risk management. With access to over 30,000 products, we ensure clients receive impartial advice that aligns with their specific needs and aspirations.
Pension Transfers
Specialist pension transfer advice helps clients navigate complex retirement planning decisions. Our qualified advisers assess existing pension arrangements, evaluate transfer options, and recommend solutions that maximise retirement income potential. We provide detailed analysis of benefits, charges, and investment strategies to ensure informed decision-making.
Will Writing
Our will writing service ensures clients' wishes are legally documented for estate distribution. We help create single and mirrored wills, establish trusts, and implement power of attorney arrangements. The service includes guidance on inheritance tax mitigation and protecting family assets while maintaining compliance with legal requirements.
Investment Advice
We provide tailored investment advice covering various asset classes and risk profiles. Our advisers assess clients' financial objectives, risk tolerance, and investment horizons to recommend suitable portfolio strategies. The service includes ongoing monitoring and regular reviews to ensure investments remain aligned with changing circumstances and market conditions.
Life Assurance
Our life assurance solutions offer financial protection for clients' loved ones. We advise on various policies including term life, critical illness cover, and income protection. The service includes assessing appropriate coverage levels, comparing providers, and ensuring policies meet clients' specific protection needs while remaining cost-effective.
People
Andy Walker
Independent Financial Adviser
Andy Walker holds DipFA and CeLTCI qualifications with specialist expertise in pension transfers. He provides expert guidance on retirement planning and complex financial arrangements, serving clients in Shropshire and Staffordshire.
Questions
Are you regulated by the Financial Conduct Authority?
Yes, we operate under the regulatory oversight of the Financial Conduct Authority with reference number 230342.
Do you offer home visits for financial consultations?
Yes, our advisers provide face-to-face meetings in clients' homes across our service areas.
What areas do you cover?
We serve Telford, Shrewsbury, Bridgnorth, Market Drayton, Newport Shropshire, and surrounding areas.
Can you help with will writing services?
Yes, we offer will writing services including single wills, mirrored wills, and trust arrangements.
How do you ensure impartial advice?
As an independent practice with no product provider ties, we maintain complete impartiality across 30,000+ financial products.
What qualifications do your advisers hold?
Our advisers hold professional qualifications including DipFA and CeLTCI, with specialist pension transfer accreditation.
Reviews (1)
P. J.
Aug 25, 2020
Report
Positive:Professionalism
I was impressed with the help I received from Andrew, who was very knowledgeable and able to give me the pros and cons of the options I have been presented with, in a very friendly and understandable manner. I would definitely recommend.
I was impressed with the help I received from Andrew, who was very knowledgeable and able to give me the pros and cons of the options I have been presented with, in a very friendly and understandable manner. I would definitely recommend.
