Independent Financial Adviser
Simon Walker is one of the most highly qualified financial advisers in the north of England. Operating from an idyllic location in the Tyne Valley he employs three staff all of whom are dedicated to one aspect of the business, including a specialist pension scheme administrator whose sole responsibility is to remove the burden of running a group scheme away from those who wish to spend their time running their businesses.
No case or client is too small or too big for us to consider.
SGWM is prepared for the introduction of auto enrolment into pension schemes which starts in October 2012 and is already geared up to operating as a fully INDEPENDENT adviser within the "Retail Distribution Review" framework which comes into force in December 2012.
We receive our remuneration from fees billed directly to the client or by way of product charges (which is roughly the same as the commission arrangement that operates now). Fees can be based upon an hourly rate or a fixed charge for a job.
We specialise in pension and retirement planning, tax planning, investment for the future and overall "holistic" financial planning.
Our initial consultation is without charge and obligation and terms will always be agreed in writing in advance of any charge falling due.
So, if you need to talk to someone about your finances but are worried about costs, commitments, risk or anything else; just give us a call - you will be pleasantly surprised at what we offer.
Address & Contact
- Street:
- East Land Ends Farm
- City:
- Haydon Bridge
- Phone:
- 01434684488
- Category:
- Finance Company