At E S Walton & Co Ltd, we are dedicated to helping individuals and families achieve their financial goals and live a lifestyle that is truly fulfilling. Our team of expert financial advisors has been providing bespoke financial planning and wealth management services for over 50 years. Our mission is to give you the security, freedom, and choice to achieve the most out of every day.
Our Approach
Our approach to financial planning is holistic, taking into account your personal cash flow projections and management, to help you achieve your lifestyle aspirations. We believe that financial planning is the key to achieving success, and that's why we specialize in confidently helping people through life's major transitions.
Our Services
At E S Walton & Co Ltd, we offer a range of services designed to meet your financial needs. Our comprehensive financial planning services include:
- Financial Planning: We will work with you to create a bespoke financial plan that is tailored to your goals and aspirations.
- Behaviour Coaching: We will help you develop the discipline to stay on track and achieve your financial goals.
- Investment Management: Our investment philosophy is based on scientific evidence, ensuring that your investments are aligned with your financial goals.
- Protection: We will work with you to create a protection strategy that ensures that your loved ones are protected in the event of unexpected events.
Why Choose Us
At E S Walton & Co Ltd, we pride ourselves on our professionalism, integrity, and commitment to excellence. Our team of experienced financial advisors has been helping individuals and families achieve their financial goals for over 50 years.
What Our Clients Say
Our clients praise our personalized service, expertise, and commitment to helping them achieve their financial goals. Here is what some of our satisfied clients have to say:
- "I am so glad that I started saving with Howard at E S Walton & Co Ltd, as it has meant that I have been able to retire eight years early. I couldn't have done that without you." - Carolyn Stallard
- "Choosing the right financial advice can be life changing, since we have become part of the ES Walton family, we can honestly say that not only have our lives changed for the better, thanks to Stuart's expertise in planning our future, our outlook on life has changed for the better." - Steve Gray
Get in Touch
If you are looking for a trusted financial advisor who can help you achieve your financial goals, please do not hesitate to contact us. Our team of experts is here to help you every step of the way.
Overall Experience
The reviewers had an overwhelmingly positive experience with ES Walton, praising their professionalism, trustworthiness, and responsiveness.
Key Strengths
- Individualized Service: Reviewers felt they were treated as individuals, not just another client, and received personalized attention.
- Expertise and Guidance: ES Walton's team was commended for explaining complex financial issues in plain, simple language, making it easy for clients to understand.
- Responsive and Helpful: The team was always happy to help with queries, providing prompt responses and clarifying any misunderstandings.
- Trust and Recommendation: Clients felt confident in recommending ES Walton to friends and family, a testament to the trust they have in the company.
