Walker Wealth Management Ltd

Walker Wealth Management Ltd is a financial planning firm based in Poole, Dorset, providing financial advice to individuals and businesses. They focus on building relationships with clients to offer financial advice that meets their needs.
  • Tax planning
  • Family protection
  • Corporate services
  • Investment planning
  • Retirement planning
  • Specialist insurance
  • Mortgages and specialist banking
  • Inheritance Tax and Estate Planning

Size
Small
Phone
N/A
Email
N/A
Locations
Unit 11a, New Fields Business Park, 2 Stinsford Rd, BH17 0NF
01202087499
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Symes Wealth Management Limited
Symes Wealth Management Limited is a financial advisory firm that focuses on providing personalised financial planning services.
Company Details
Walker Wealth Management Ltd is operated by Walker Wealth Management Limited and is a Active company incorporated on 25 August 2015 with the registered office located in Poole, Dorset. Walker Wealth Management Limited was registered 10 years ago.

Status
Active
Size
Micro
Directors
1
Age
10 years old
Employees
6
Turnover
Unreported
Total Assets
£1.68M
Cash in Bank
£51.21K
Total Liabilities
-£1.02M

Director • PSC • Financial Adviser • British • Lives in England • Born in Feb 1971
Teams
All
6
Finance
5
Administration
3
Practice Manager • Joined Jan 2024
Financial Administrator • Joined Mar 2024
Financial Administrator • Joined Sep 2023
Financial Advisor • Joined Oct 2023
Financial Adviser • Joined Aug 2023
Mortgage And Protection Adviser • Joined Feb 2020
Financial Administrator • Joined Mar 2024
Financial Administrator • Joined Sep 2023
Financial Advisor • Joined Oct 2023
Financial Adviser • Joined Aug 2023
Mortgage And Protection Adviser • Joined Feb 2020
Practice Manager • Joined Jan 2024
Financial Administrator • Joined Mar 2024
Financial Administrator • Joined Sep 2023