I provide wealth management advice to individuals and businesses in and around the South East, in particular Kent. My advice is tailored to meet your personal and/or business objectives.
Paul Carpenter, Director
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Walbrook Financial Strategies prides itself on its no-nonsense approach to Wealth management and financial planning. Through our dedicated, jargon-free advice we put clients at ease and in control of their financial goals and objectives. As a Partner Practice of St. James's Place Wealth Management, Walbrook Financial Strategies is able to offer an enhanced service, which is complemented by the provision of advice covering the areas of Investment Planning, Inheritance Tax Planning and Retirement Planning.
Paul manages to be helpful and informative without being over-intrusive. His helpful advice and counselling takes into consideration our individual circumstances and is tailored to our specific needs. He considers our appetite for risk in all his recommendations and makes sure we understand the i...
You should remember that the past performance refers to the past and is not a reliable indicator of future results. The value of an investment and the income from it can fall as well as rise. You may get back less than you invested.
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The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.