Tony Walker

Tony Walker

Alan Rutherford Wealth Management Ltd

Minimum savings/pensions: Any amount

0122 422 8322
Based in Aberdeen
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Verified since: June, 2020

4.9 out of 5

16 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 02 May 2025

    Tony and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 4

    Recent Client Reviews

    Verified reviews: 100%

    Tony has received 4 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 16 January 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 6

    Qualifications Uploaded

    6 qualification certificates available to view

    Tony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

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    Tony has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 02 May 2025

    Tony and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 4

    Recent Client Reviews

    Verified reviews: 100%

    Tony has received 4 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 16 January 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 6

    Qualifications Uploaded

    6 qualification certificates available to view

    Tony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Tony has not yet added their fees to their profile

I help my clients secure better financial futures for themselves and their families. The first step is to understand their needs and objectives - what is important to them. We then work together to create a plan to achieve agreed goals, whether that be protecting them against the financial consequences of unforeseen health issues, investment planning, retirement planning or ensuring that the wealth they've worked hard for is passed on to future generations as effectively and efficiently as possible. As an Adviser within Alan Rutherford Wealth Management Limited, a Partner Practice of St. James’s Place Wealth Management based in Aberdeen, my emphasis is on building and maintaining long-term relationships with my clients and providing them with a source of trusted advice as their financial needs evolve over the years. I love what I do, and really enjoy working with my clients to achieve their financial goals. No jargon, just straightforward advice delivered in an approachable way backed up by knowledge, integrity and commitment. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 31/07/2024

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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