About me - Stephen Walters

My work supports people to meet their deepest desires relating to money.

In my experience, people yearn not for the lottery, but for security, protection, trust, sufficiency, choice, ease, flow, autonomy, ethics, pleasure, understanding, contribution to others, fairness, appreciation, respect, participation, honesty, collaboration, effectiveness, purpose and celebration.

Read more about me here

Read my Code of Conduct here

Read my 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 whatever project's live for you.  I don’t ask you to pay for that session.  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 ask you for, in return.  Before coming to a decision about appointing me, I encourage people to compare my approach and cost with those of other IFAs.

 

get in touch

get in touch

Background

  • Since 1990 still some clients retain me; 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 most often use.  I also offer a number of Tutorials.