Founded by Tony Walker, an Independent Financial Adviser providing long term advice solutions to clients both regionally and nationally. Based in Morecambe, Lancashire, Tony Walker Financial Planning Services business extends across the UK and has been providing clients with bespoke, financial advice for over 37 years. We are dedicated to giving highly individual advice which is entirely focused on our clients' specific circumstances and needs.
By always ensuring we are aware of the ever changing developments within the financial services industry at regulatory/product/provider level, we are able to advise on the most suitable products combined with tailored advice to our clients, using unique software and tech to deliver professional advisory solutions that are both competitive and deliver in terms of our clients objectives.
By always ensuring we are aware of the ever changing developments within the financial services industry at regulatory/product/provider level, we are able to advise on the most suitable products combined with tailored advice to our clients, using unique software and tech to deliver professional advisory solutions that are both competitive and deliver in terms of our clients objectives.
Services
Whether you're looking for a better income or return than achieved from cash or an existing investment, you want to save for children or grandchildren, are considering a house move or purchase, retirement, saving for that dream holiday, thinking of purchasing an overseas property, we have an advice and product solution for you.
A very important factor around this and where a lot of companies large and small suffer is that they can be limited (even as an Independent firm) in being able to offer innovative investment models due to legacy issues i.e. a reliance on one or a limited number of investment platform providers, which in turn may mean a client paying higher charges or overall costs for advice.
What people see as important things to protect is often down to circumstance, whether or not an individual is in business, has family, liabilities and specific views on life assurance or health insurance.
However, one of the key considerations is that without protection, longer term planning goals may not be met if you were to lose income, be unable to work through illness, injury or death, which is why protection planning is a cornerstone to strong holistic financial planning and one of the first areas we consider in the planning life cycle!
However, one of the key considerations is that without protection, longer term planning goals may not be met if you were to lose income, be unable to work through illness, injury or death, which is why protection planning is a cornerstone to strong holistic financial planning and one of the first areas we consider in the planning life cycle!
Common in today's work environment, most people benefit from having access to a workplace pension (an area we help advise employers on) where both the individual and their employer may contribute to a pension plan as a means of building up funds for retirement. This is good in that it can provide an additional employment benefit or an indirect increase in an individual's remuneration package.
Source : The Yale Book of Quotations from Christopher Bullock, The Cobler of Preston (1716). However, during a lifetime of hard work, you may want to protect as much of your wealth as possible and for it to pass into the right hands at the right time.
But if you don't plan ahead, your estate could be exposed to inheritance tax (IHT) and more so be eroded by care fees, where applicable, due to poor planning as we are inherently living for longer in general terms.
But if you don't plan ahead, your estate could be exposed to inheritance tax (IHT) and more so be eroded by care fees, where applicable, due to poor planning as we are inherently living for longer in general terms.
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