Mickey Walters
Associate Partner- St James\'s Place @St. James's Place
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WORK HISTORY
Associate Partner- St James\'s Place @St. James's Place
Advising clients, their families and business partners in all aspects of protecting, growing and passing on wealth with individually tailored solutions through a personal local face-to-face service.Tax efficient Investment Planning and helping clients to understand their options to mitigate tax.Retirement Planning, including pension planning advice and reviewing existing pension planning arrangements.Inheritance Tax PlanningFinancial Protection Investment planningSt. James\'s Place Wealth Management is a FTSE 250 company, recently awarded \" Wealth Management Company of the Year\" at the 2023 City of London Wealth Management Awards. The company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.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.
EDUCATION
Chatham Grammar School for Boys
A Levels
ABOUT MICKEY WALTERS
Providing clients & corporates advice with their financial planning goals has been…
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