Did you know that 24% of UK employees worry about money every day?
At Gary Walker Wealth Management, we collaborate with organisations across Aberdeen and Aberdeenshire to support the financial wellbeing of their biggest asset – their people. We help employees to better understand their own financial circumstances and empower them to make more informed money decisions, wherever they are in their lives and careers.
Our complimentary workshops, delivered by a team of accredited St. James’s Place experts, are invaluable for just about anyone. Download our free guide to learn more.
The worsening cost of living crisis and impending pensions crisis are cause for concern for many.
Offering a financial wellbeing service can help you to remain competitive and retain your best talent.
Surveys show that three-quarters of the UK workforce worry about their finances once a week.
The Gary Walker Wealth Management Financial Education Programme aims to help you support the mental wellbeing of your employees by helping them understand their own financial circumstances and empowering them to make informed decisions about their finances.
Our Financial Education Programme can dovetail with your longer-term employee wellbeing initiatives or be presented as a standalone project. The core workshop programme engages your employees and allows them time to relate to their own situation by considering four life and career stages. Our workshops are delivered by accredited St. James’s Place representatives; all are experts in this field and engaging presenters, so you can be assured that the sessions will be both stimulating and effective.
All our workshops are complimentary and are delivered by our local financial education experts.
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.
Financial Adviser
Sally is passionate about providing holistic financial advice to individuals seeking to protect their financial future. She joined Gary Walker Wealth Management in 2021.
Client Service Manager
Paul joined the team in August 2022, with over 15 years’ experience in retail banking in different roles such as Business Manager, Mortgage Manager and Branch Manager.
Financial Education Specialist
Hollie joined the company at the beginning of 2023, taking on the unique role of Financial Education Specialist and has 5 years’ experience as a secondary school teacher.
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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.
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.