Are you ready for tax year-end? It’s not too late to take full advantage of the reliefs and allowances available to you before the end of this tax year on 5 April.
Finding the right balance of savings and investments – and making your money work harder with tax-savvy strategies
– means you’ll have a stronger foundation on which to build towards your goals.
Download a free copy of our essential guide to see how you can benefit from available tax allowances and reliefs.
Gary Walker Wealth Management was established in 2004 and has since become one of Aberdeen's most reputable wealth management companies, providing expert financial advice and putting clients firmly at the centre of everything we do.
We specialise in meeting the financial needs of both individuals and businesses and pride ourselves on building strong, long lasting relationships with our clients. As a Principal Partner Practice of St. James's Place, you will have access to a distinctive investment management approach.
Gary is passionate about building long-term relationships with his clients and understands the needs of each individual. Through careful creation of financial plans, and a commitment to regularly meetings with clients, Gary is able to tailor his advice on a case by case basis and gain the most value for each client.
Chartered Financial Planner
Shona has over 30 years’ experience in the financial and banking sector, including within management and advisory roles, and has been with Gary walker Wealth Management since 2013.
Financial Adviser
Jonathan joined Gary Walker Wealth Management at the beginning of 2022, having graduated from the St. James's Place Academy and becoming a qualified Financial Adviser.
Financial Adviser
Alex joined Gary Walker Wealth Management in 2021 and subsequently graduated from the St. James's Place Academy at the end of the year as a qualified Financial Adviser.
Creating the future you imagine for you, and your family almost always has a financial aspect. Whether you’re buying your first home, or working out what kind of retirement you want, a detailed, personalised financial plan will help you achieve your lifegoals and ambitions. Every piece of financial advice we give at Gary Walker Wealth Management has one simple goal – your personal goal. We share your values and plans, tailor our advice to fit them, and help you use your money to create the best future for yourself, and your family.
We always offer new clients a no-obligation consultation with one of our financial advisers. Use the tab on the right of your screen to arrange a chat.
Yes. All of our advisers work out of our offices at 66 Queen's Road, Aberdeen. We would love to meet you to discuss your plans for the future, and how we can help.
As a St. James's Place Partner, we offer a unique combination – the reputation of a FTSE 100 company, trusted with over £140billion of client funds, and the personal touch of a highly qualified, locally-based financial adviser. Together, we can help you use your money to create a positive impact, for other people and our planet, and protect your own personal growth too. Your relationship with us will be personal to you: your goals, values, and beliefs. Let’s make your wealth the asset it was always meant to be. Something that allows you to create a future – and a world – you believe in.
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SJP Approved 05/09/2022
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.
Gary Walker Wealth Management Limited is registered in Scotland, Number SC325490. Registered Office: 66 Queen's Road, Aberdeen, AB15 4YE.
Please note that the value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.