ADVISER PROFILE

Walter Simpson

Role: Chartered Financial Adviser
Location: Liverpool
Qualifications:
Chartered Financial Planner (FPFS)

Walter can help you with…

Financial Planning, Wealth Management, Retirement Planning, Inheritance Tax Planning, Personal and Business Protection Insurance, Private and Business Medical Insurance, Corporate and Director’s Pension Schemes.

Walter specialises in Individual and Corporate Financial Planning, accumulation and retirement planning, Inheritance Tax , Protection and Investment Advice. Looking to add value where I can.

Outside of work…

Walter enjoys swimming when possible – though most of his spare time is taken up coaching swimming and helping to judge at galas.

His family lore – ‘if you want the bl**dy dog get the dog’ – I am now devoted to our 12 year old lurcher and can regularly been seen walking Teddy at 5.30am in the morning.

Walter has two gorgeous children who are remarkably well balanced.
He is a firm believer in home cooking and enjoys curries but not fussy and will eat anything (his wife would say too quickly which is probably true!)

WALTER’S CONTACT DETAILS

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