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Graham Walker Associate director
Associate director

Graham Walker

Financial planning

Areas of expertise

Helping clients internationally to plan and run the rest of their lives:

  • UK Resident / Non-Domiciled & Non-UK resident
  • Planning to live overseas, or return to the United Kingdom
  • All areas of planning with an international angle
  • The structure of investments in complex tax scenarios
  • Helping private clients and families achieve their personal financial objectives


Graham has worked in wealth management for over 23 years including eleven years as a Consultant in the Private Wealth Management division of a leading Big Four firm.He joined Evelyn Partners in 2012 specialising in financial planning for individuals and families.

Notable client work and achievements

  • Creation of diversified portfolios utilising the Venture Capital Schemes (Enterprise Investment Scheme and & Venture Capital Trusts)

  • Advising a family across multiple generations and jurisdictions

  • Long term financial plan considering all aspects of the client's circumstances, objectives and preferences including their stance on Environmental, Social and Governance issues

Professional qualifications and memberships

  • Chartered Financial Planner
  • APFS Advanced Diploma in Financial Planning
  • ATT Qualified Taxation Technician
  • CFA UK Level 4 Certificate in Investment Management (IMC)

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