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Esther Walker Ch MCSI
Partner

Independent Financial Planner

“I enjoy being part of the process that helps our clients make sensible decisions about money that can help them achieve their goals in life.”

I have been working at Wealth Matters since 2013 and became a Partner in 2017. Prior to this I worked at a main life office for seven years, dealing in corporate pensions. It is here that I gained an ideal foundation to move to an Independent Financial Planning Firm where I could develop my knowledge, undertake exams and use my skills to their full potential.

Having studied to become a qualified Paraplanner, I moved into Financial Planning and currently look after around 164 clients, specialising in retirement planning, savings, investments, protection and estate planning.

My empathy, commitment and listening skills are appreciated and the support from my great administration team all help me in achieving the long-term relationships I love to have, with my clients. I enjoy being part of the process that helps my clients make sensible decisions about money, helping them achieve their goals in life.

I am proud to say that I have been shortlisted down to the final ten of the Women in Financial Advice Awards 2022 in two categories, Financial Planner of the Year Southeast’ and ‘Woman of the Year in Investment Advice.

When I am not spending time helping my clients, I love music, theatre and travel, trying to fit in 4 to 5 annual trips abroad, usually taking tips from my clients or even visiting them on holiday! My friends and family are important to me as well as volunteering with a number of local organisations. I have two boys at university which just leaves a husband to look after!

 

Financial Qualifications
  • Diploma in Regulated Financial Planning
  • STEP Certificate for Financial Services – Trusts and Estate Planning (Distinction)
  • Long Term Care Insurance (CF8)

 

Telephone:  01582 720511

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