Walbrook Financial Strategies
Financial Services - London, England, United Kingdom
Walbrook Financial Strategies Employees
Walbrook Financial Strategies Details
We provide tailored, holistic, financial and wealth management advice to individuals and businesses. Advice is tailored to meet personal and business objectives taking away any frustration and confusion through our straight forward approach.Simon, our principal adviser, has a broad experience including; pensions (individual and corporate), investment planning (UK & Offshore), protection, estate preservation strategies (protection, trusts*, investment planning), residential, buy to let* and access to commercial mortgages*, Specialist insurance and healthcare.Your home or other property may be repossessed if you do not keep up repayments on your mortgage.The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.*Commercial mortgages and some buy to let mortgages and Trusts are not regulated by the Financial Conduct Authority.The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Walbrook Financial Strategies is a trading name of Neville Partnership Ltd.
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