Blackett Walker
Did you know? We have a sister company that specialises in accounting for medics. Visit BW Medical Accountants

Protecting and managing your wealth

We specialise in investment management for private clients. Whether you have money to invest, a retirement to plan for or you simply wish to protect what you have, we can help you achieve the financial security you deserve.

Private Clients

Private Client Services

Focussing on providing Wealth Management and Portfolio Review Services, our team includes qualified independent financial advisers who are highly experienced in the fields of investment management, inheritance tax planning and retirement planning. We also provide specialist advice to business owners, including succession planning and exit strategies.

We work closely with a wide range of specialist lawyers and accountants who have a wealth of experience in these areas. We believe it is important that your lawyers and accountants are involved to ensure that all of your financial plans and objectives are implemented. We would be delighted to work with your existing advisers or recommend a suitable adviser based on our in depth knowledge and experience and your specific requirements.

The world of personal finance is complex, particularly with regard to investments and taxation. Our advice is based upon understanding your priorities and aspirations, helping you to understand your current financial plans and showing what the most likely outcomes may be. Our services are designed to manage investments successfully within a level of risk you are comfortable with and understand.