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Rona Wallace
Private Client Manager at Gary Walker Wealth Management
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Work Experience
Aug 2011 - Present · 13 years and 4 months
Private Client Manager
Feb 2019 - Present · 5 years and 10 months
Paraplanner
Aug 2011 - Present · 13 years and 4 months
Wealth Management Consultant
Oct 2011
Company Details
At Gary Walker Wealth Management, Principal Partner Practice of St. James's Place Wealth Management, we specialise in meeting the financial needs of both individuals and businesses. We pride ourselves on building strong, long-lasting relationships with our clients, which allows us to provide a highly personalised service tailored to their individual goals and objectives. Our aim is to identify your financial priorities and objectives and then develop a strategy around this to meet your individual needs. With decades of experience in Financial Services, the team can offer specialist advice on a wide range of areas including • Preserving and building wealth for you and your family • Planning for a successful retirement • Protecting you and your estate • Corporate services Full details of the services we provide are detailed on our website and we would welcome the opportunity to talk to you regarding your financial circumstances. If you would like to organise a no-obligation, financial review please do not hesitate to contact us or alternatively complete an enquiry form via our website. St. James's Place Wealth Management 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. Gary Walker Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc which is authorised and regulated by the Financial Conduct Authority. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. “SJP Approved 2/10/2024"
Year Founded
2003
Social Media
LinkedinFacebook
Industry
Financial Services, Banks & Financial Services
HQ Location
66 Queens Road Aberdeen, Scotland AB15 4YE, GB
Keywords
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