Introduction

Our Investment Beliefs
Walsh & Co was formed with the belief that high-quality, professional financial advice and planning can only be achieved through a transparent, fee-paying relationship, free of the stigma and potential for bias associated with a commission driven service.

All of our financial planners hold the internationally recognised Certified Financial Planner licence and prestigious Chartered Financial Planner status. This makes us one of the best qualified financial planning practices in the UK.

We have discovered that over many years dealing with clients that each client is unique yet all clients want one thing. Clients want to know the Truth about their money. They want to know that they are not likely to run our of money over their lifetime and when they might be able to retire and start doing the things that they love.

Our approach therefore is to tell our clients the Truth and then develop a plan with them to give them comfort that what is important to them has more chance of being achieved.

Technology is very important in our service and we use Truth Financial Planning software to develop tailor made plans along with our unique Financial Navigation System.

We were established in 1993 as a traditional Chartered Accountancy practice. We now only offer independent financial planning advice. We are based in Leigh on Sea, Essex.

Our Investment Beliefs
We believe that it is essential to adopt a disciplined approach when investing for long-term financial independence to achieve success. Most of the time there is no need for expensive active management strategies and we believe that the best results come from diversification and management of investment risk, at a reasonable cost.
Our approach to investment is founded upon extensive academic research. We do not base our advice on “flavour of the month” fund picks, fads or the amount of commission payable. We build diversified portfolios, tailored to satisfy your tolerance for risk, whilst minimising costs by utilising index funds. We also believe that it is fundamental to have regular, structured reviews to rebalance portfolios as they gradually drift away from the initial agreed parameters.

To find out more about our investment process, please refer to the investment section of our website.

Our Style
We believe in friendly and efficient professionalism. We encourage our clients to contact us regularly so that we may understand their hopes, dreams and aspirations and also assist in any problems that may have arisen. Our aim is to help our clients to attain their goals and ambitions by devising a robust financial plan.

Mission Statement
Our mission is to help clients to feel more comfortable about their future and to remove uncertainty and stress from their financial lives. We aim to be a trusted adviser so that clients are happy to refer us to their friends and colleagues in the knowledge that they will receive the same professional and courteous service.