About me - Stephen Walters

 

My work supports people to meet their deepest desires relating to money. The deepest are not about winning a lottery; that belongs to fantasy, not desire.

In my experience, people’s deepest money-desires include security, protection, trust, sufficiency, choice, ease, flow, autonomy, ethics, pleasure, understanding, contribution to others, fairness, appreciation, respect, participation, honesty, collaboration, effectiveness, purpose, celebration.

Read more about me here

Code of Conduct here

Principles of Investment and of Risk Management here

About meeting

A first meeting usually lasts about 90 minutes. We become acquainted and confer about how we might work together on the project that’s live. For two reasons, I don’t ask you to pay for that session: money being of life-long importance, and the relationship between us maybe enduring that long too, I invite you to window-shop freely. If you decide I’m not the right person with whom to begin a long-term financial planning relationship, I won’t feel any sense of rejection.

After the meeting, in writing I offer my understanding of the project, and an explicit £p quotation of what I would like to receive for my work. Before coming to a decision about appointing me, I encourage people to compare my approach and cost with those of other IFAs.

 

Contact

Contact

How to get in touch

Background:

  • Some clients have been with me since 1990; so inter-generational planning has become important.
  • The internet supports self-managed investment, and I coach that.
  • Exchange Traded Funds [ETF] became available to UK retail investors in 2004: I began specialising in them in 2007.
  • New pension rules have given fresh relevance to small self-administered pension schemes [SSAS]: I bring them to the attention of family firms.
  • With longevity still increasing, I promote financial planning for a 100-year life.

Here are the Tools I commonly use.  I also offer a number of Tutorials.