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Stuart Walker

Chartered Financial Planner

Stuart Walker

Aberdeen Office, Inverurie Office,
E: stuart.walker@jcwealth.co.uk
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Stuart is a Chartered Financial Planner based in our Aberdeen office and is also Head of Planning for our Wealth team. He joined us in 2014 and has been in the financial sector since 1998.

Stuart provides holistic planning solutions to both private individuals and corporate clients in all areas of financial planning. He works very closely with other professionals thus enabling him to provide in-depth advice on developing and implementing suitable planning strategies to meet client's objectives, thus helping clients build a financial plan to live the life they want with confidence. 

Specialisms

  • Pre and post retirement planning
  • Protection solutions
  • Savings and investments
  • Inheritance tax mitigation and estate planning
  • Inter-generational planning
  • Esoteric investments

Expertise

Qualifications

  • APFS
  • Chartered Financial Planner

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