Graham Walker

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

Experience

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)