Gary Walton
Specialist Partner Fiduciary Services - Uk Private Banking @Lloyds Banking Group
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WORK HISTORY
Specialist Partner Fiduciary Services - Uk Private Banking @Lloyds Banking Group
GB
EDUCATION
Henley Business School
Chartered Manager Degree Apprenticeship, Applied Management
Chartered Management Institute
Chartered Manager Degree Apprenticeship, Applied Management
The Manchester Metropolitan University
Bachelor of Science (BSc)
ABOUT GARY WALTON
As a Specialist Partner in Fiduciary Services at Lloyds Private Banking, I work alongside advisers and clients to deliver professional trustee and estate solutions—bringing clarity, governance, and personal service to complex family wealth arrangements. I draw on a strong business management foundation, having completed a Chartered Manager Degree Apprenticeship with Henley Business School and the Chartered Management Institute, and I hold a BSc in Sports Science from Manchester Metropolitan University.My core strengths include business relationship management, CRM, and account management. I use these to build strategic, long term partnerships and to coordinate stakeholders across Trusts, Estates, and related fiduciary responsibilities. I am passionate about broadening access to high quality financial advice and crafting collaborative solutions that protect beneficiaries’ interests and help families plan confidently across generations.
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