Roy Walker
Senior Wealth Manager
About Roy
I am highly qualified financial professional, with a reputation for integrity, technical knowledge, and long-term client alliances. I help my clients successfully build and implement a financial plan, invest wisely, and take advantage of the best options available to international investors.
Please contact me for help with any of the following:
- Ethical, sustainable and responsible investing, ESG, and Islamic principled investing
- UK pensions and Australian superannuations
- International savings for retirement, education fees
- Multi-currency investment platforms
- Tax-efficient offshore global investment structures
- Bespoke managed portfolio services
- UK and Europe investment property
- International life insurance and critical illness cover
- Inheritance tax planning
- Trusts and legacy planning
- European and global Citizenship by Investment schemes
As a financial advisor and wealth manager, I am details oriented, and a natural educator. That means I’m always happy to spend as long as you like explaining concepts and solutions, discussing your own particular views and objectives, and how they can be made real.
