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Adam Walker

Independent Financial Adviser

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Wales

Covers

Merthyr Tydfil, Brecon, Neath, Port Talbot, Swansea, Caerphilly, Pontypridd, Newport, Cardiff, Barry, Bridgend, Treorchy, Crickhowell, Ebbw Vale, Pontypool, Cwmbran, Abergavenny, Raglan, Monmouth, Hereford, Gloucester

Adam Walker

Independent Financial Adviser

Since 2006, and qualifying to be an Independent Financial Adviser, I have continued to develop my expertise and skills through continuous education and qualification. My commitment to detail and passion for my job ensures that I provide exceptional care and service to my clients, enabling confidence, assurance and peace of mind, that they’re in good hands.

As an IFA, my purpose is to help you achieve your financial objectives by providing impartial advice and recommending customised investment strategies which are tailored to your unique circumstances and risk tolerance. I start by conducting a thorough analysis of your financial situation, including assets, liabilities, income, and expenses. Based on this analysis, I create a bespoke financial plan that outlines specific investment recommendations and strategies to help safeguard your assets and create a strong financial future.

During our journey together I work closely with my clients with long term planning in mind. At our regular reviews, we calibrate the holdings to accommodate changes in needs, circumstances, health, legislation and more. This ensures my clients are always fully informed of the actions required to stay on track to meet their financial goals and for a successful and financially secure future.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Wales

Covers

Merthyr Tydfil, Brecon, Neath, Port Talbot, Swansea, Caerphilly, Pontypridd, Newport, Cardiff, Barry, Bridgend, Treorchy, Crickhowell, Ebbw Vale, Pontypool, Cwmbran, Abergavenny, Raglan, Monmouth, Hereford, Gloucester

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