Achieve Financial Freedom, Live Life on Your Terms
Welcome to E S Walton, a leading independent financial advisory firm based in Liverpool. Our team of experienced financial advisors are dedicated to helping individuals and families achieve their ideal lifestyle, free from financial worries.
Our Focus
Our focus is on providing a holistic approach to financial planning, tailored to meet your unique needs and aspirations. We take the time to listen and understand what is most important to you, and then work with you to create a bespoke financial plan that helps you achieve your goals. Our team of experts will guide you through every stage of the financial planning process, from initial consultation to implementation and ongoing management.
Our Mission
Our mission is to give you security, freedom, choice, and clarity, so you can achieve the most out of every day. We believe that life is short, and time is precious, so you should spend it doing more of the things you love. Our goal is to help you achieve financial independence, so you can live life on your own terms.
Our Speciality
We specialise in confidently helping people through life's major transitions, whether you're building wealth, planning to retire, or selling your business. Our experienced team has the expertise and resources to help you navigate these significant life events, providing you with a comprehensive plan that gives you peace of mind and financial security.
Our Services
Our services are designed to meet your unique financial needs, including:
- Lifestyle Financial Planning: We build a bespoke, holistic financial plan structured around your desired lifestyle.
- Behaviour Coaching: We help you maintain the discipline to stay on track and achieve your financial goals.
- Investment Management: We provide investment advice based on scientific evidence, tailored to your individual needs.
Our Process
Our process is designed to provide you with a clear and comprehensive financial plan, tailored to your unique needs and aspirations. Our process includes:
- Discover: We spend time getting to know you, your background, and your plans for the future.
- Design: We create a bespoke financial plan, tailored to your unique needs and circumstances.
- Analysis and Recommendation: We review and recommend the most suitable investments, pensions, or protection policies for you.
- Implementation: We implement the plan, and make any necessary changes to ensure you're on track to achieving your financial goals.
- Annual Forward Planning: We review your plan annually to ensure it remains fit for purpose and make any necessary adjustments.
What We Believe
We believe that life is short, and time is precious, so you should spend it doing more of the things you love. We believe that planning is the key to success, and that financial markets are efficient. We believe that good financial behaviour is the difference-maker, and that E S Walton & Co Ltd is the perfect partner to help you achieve your financial goals.
About E S Walton & Co Ltd
E S Walton & Co Ltd is a leading independent financial advisory firm based in Liverpool, with over 50 years of experience helping individuals and families achieve their financial goals. Our team of experienced financial advisors are dedicated to providing a holistic approach to financial planning, tailored to meet your unique needs and aspirations.
Overview of ES Walton Reviews
Excellent Service and Professionalism
The reviewers praise ES Walton for their exceptional service, professionalism, and trustworthiness. The team is commended for treating clients as individuals, providing personalized attention, and explaining complex financial matters in a clear and concise manner.
Reliability and Expertise
ES Walton is described as reliable and trustworthy, with reviewers appreciating their ability to break down complex financial concepts into simple, easy-to-understand language. The company's expertise in areas such as Keyman Insurance and Pension Schemes is particularly highlighted.
Recommendations and Satisfaction
All reviewers highly recommend ES Walton, with many having already referred friends and family to the company. The reviewers express their satisfaction with the service, highlighting the benefits of regular financial health checks and the company's ability to provide a plan for achieving long-term financial goals.
