Nigel Walker

Nigel Walker, Dip PFS, joined Torquil Clark in mid-2007, having previously worked for a firm of IFAs in Shrewsbury for over 18 years. As well as dealing with his clients he was responsible for the fund research, his recommendations used by the other advisers. Going forward he will assist the Investment Director with the firm's research.

He is one of our Executive Consultants, gaining qualifications far in advance of the basic financial services ‘entry level’. He has achieved the Diploma in Financial Planning, held by only a small minority of financial advisers. His Diploma in Financial Planning includes advanced qualifications in Pension Investment Options, Savings and Investments, Taxation and Trusts and Personal Investment Planning. This means he is ideally suited to help his individual clients with their short and long-term investment and retirement planning requirements.

Investment planning

The investment planning advice might involve reviewing an established portfolio or constructing a new one. He can also assist on an individual level, by advising on family protection, and inheritance tax planning.

He works with each of his clients to establish a long-term relationship in order to ensure that they remain on course to achieve their goals. He achieves this by not only delivering the initial advice required by his clients but also by building regular reviews into the relationship so that he is there to ensure that their investment and pension assets continue to work to their maximum potential.