Lifetime financial
planning

“We provide financial guidance at all stages of life to help our clients achieve their goals, with realistic and sustainable financial plans.”

Walter & Partners is an Independent and Chartered Financial Planning practice for private individuals and their families. 

We are down to earth and aim to make complex matters simple. We keep costs to a minimum and always act in our client’s best interests.

Our relationship begins with your personal goals and aspirations. After assessing your current resources, we will put in place a considered and realistic plan to help you achieve your goals. 

We fundamentally believe that your money should fit around what you want to achieve, rather than the other way around.

Whether you are saving for the future, or looking to draw income from your assets, we help with budget and contingency planning and will identify appropriate investment and tax optimisation strategies. We meet regularly to review the plans and advise and adapt as necessary.   

We offer a robust and evidence-based investment service which focuses on long-term and highly cost-effective investment strategies, including options for those seeking Environmental, Social and Governance criteria.

We are always happy to have an initial consultation at our expense. Sometimes, just reviewing your current situation to assess where you are can be a highly valuable exercise.

Our clients have told us that our planning has made a positive impact on their lives. We wouldn’t be doing it if we didn’t believe the same. 

About Us

“We provide financial guidance at all stages of life to help our clients achieve their goals, with realistic and sustainable financial plans.”

Walter & Partners is an Independent and Chartered Financial Planning practice for private individuals and their families. 

We are down to earth and aim to make complex matters simple. We keep costs to a minimum and always act in our client’s best interests.

Whether you are saving for the future, or looking to draw income from your assets, we help with budget and contingency planning and will identify appropriate investment and tax optimisation strategies. We meet regularly to review the plans and advise and adapt as necessary. 

We fundamentally believe that your money should fit around what you want to achieve, rather than the other way around.

“People have busy lives with work, family and pastimes. They don’t always have time to ensure they have planned for their future. We take this problem away”
Ben Walter – CEO

Ben is a Chartered Financial Planner, Registered Life Planner and SOLLA Accredited Later Life Adviser. He has been advising clients for over 10 years and founded Walter & Partners in 2015.  Outside of work, Ben is treasurer of the Beaconsfield Roundtable which is a local charity that raises money for the benefit of the community. Ben also established a networking group called Business in Beaconsfield, which encourages local professionals to share ideas and challenges. With a wife and two children, Ben appreciates the importance and need for sound and long-term financial advice.

The Team

“People have busy lives with work, family and pastimes. They don’t always have time to ensure they have planned for their future. We take this problem away”
Ben Walter – CEO

Ben is a Chartered Financial Planner, Registered Life Planner and SOLLA Accredited Later Life Adviser. He has been advising clients for over 10 years and founded Walter & Partners in 2015.  Outside of work, Ben is treasurer of the Beaconsfield Roundtable which is a local charity that raises money for the benefit of the community. Ben also established a networking group called Business in Beaconsfield, which encourages local professionals to share ideas and challenges. With a wife and two children, Ben appreciates the importance and need for sound and long-term financial advice.

“With a great sense of duty and care, we help our clients to achieve what is possible with the right planning in place”
Chris Smith – COO

Qualified in Senior Management & Supervision, Chris oversees business operations and compliance for the firm. Having met at Prudential in 2001, Chris and Ben worked in partnership for a number of years before leaving to become financial advisers at a top London firm. After parting to explore their own ventures, Chris spent 7 years building and managing a successful financial planning team for a West End Accountancy before joining Walter & Partners in the Spring of 2019.

“With a great sense of duty and care, we help our clients to achieve what is possible with the right planning in place”
Chris Smith – COO

Qualified in Senior Management & Supervision, Chris oversees business operations and compliance for the firm. Having met at Prudential in 2001, Chris and Ben worked in partnership for a number of years before leaving to become financial advisers at a top London firm. After parting to explore their own ventures, Chris spent 7 years building and managing a successful financial planning team for a West End Accountancy before joining Walter & Partners in the Spring of 2019.

Contact us

Telephone 0203 858 0583

Office address
14 Coach & Horses Yard,
London W1S 2EJ

Correspondence address
20-22 Wenlock Road,
London N1 7GU

Contact us

Telephone
0203 858 0583 

Office address
14 Coach & Horses Yard,
London W1S 2EJ

Correspondence address
20-22 Wenlock Road,
London N1 7GU

Client area

If you are a client of Walter & Partners please log in here to access our portal and view your portfolio. 

Walter & Partners Ltd is authorised and regulated by the Financial Conduct Authority.  Registered in England and Wales No.09259743. Registered office address: 14 Coach & Horses Yard, London, W1S 2EJ. Investments and the income from them can go down in value. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

Walter & Partners Ltd is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No.09259743. Registered office address: 14 Coach & Horses Yard, London, W1S 2EJ. Investments and the income from them can go down in value. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk