Walsh & Co                                                                     Helping You to take control!
Independent Financial Planners



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About Us

 Walsh & Co was established in 1992 to provide accountancy and taxation services, and also financial advice to clients by developing trust and long term relationships.

Gary Walsh FCA CTA FPFS CFP - Partner
Gary qualified as a Chartered Accountant in 1985 and as a Chartered Tax Adviser in 1986.  In 1987 he joined a large provincial solicitor practice in Southend on Sea dealing with probate and trust work and providing the partners with taxation advice.  Gary left in 1992 to start "Walsh & Co".  His interest in financial planning lead Gary to obtain the Advanced Financial Planning Certificate (AFPC) in 2000 and the Certified Financial Plannercm (CFP) in 2003. Gary became a Chartered Financial Planner in 2006.

Gary has extensive experience in dealing with owner managers of small and medium size businesses and the particular tax, investment and succession problems that they face.  He also has extensive knowledge of Inheritance Tax mitigation and the use of trusts and wills.

Gary has a particular interest in providing unbiased advice to those looking to take control of their lives and are seeking to plan for their futures, in particular planning for retirement.

Gary is married, has two teenage daughters, and enjoys golf, swimming, travel and cooking.

 

Walsh & Co
Independent Financial Planners
977 London Road
Leigh on Sea
Essex
SS9 3LB
Tel: 01702 476800
e-mail - info@walshifp.co.uk

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