Oliver is one of very few financial planners in the country to be a Fellow of the Personal Finance Society, whilst also holding the Chartered Financial Planner status.
Qualifications include investment planning and risk management, pension funding, retirement planning, personal taxation & trusts. Oliver won the Chartered Institute of Insurance Advanced Diploma Examination Prize when completing his qualifications for the Fellowship.
Oliver is a Director of Walpole Financial Management, with a Law & Business Law degree (LLB Hons) and having worked for a large international Life Assurance company prior to joining in 2008, Oliver has extensive experience of the workings of the financial services industry.
Robert is a Chartered Financial Planner, holding the Advanced Diploma in Financial Planning (APFS) and is a Director of Walpole Financial Management.
Graduated with an Honours Degree in Economics, Finance & Banking with a focus on Global Financial Markets, Risk Management, Investment Theory and Portfolio Management.
Holds further professional qualifications with the Chartered Insurance Institute (CII) and Personal Finance Society (PFS) as a Pension Transfer Specialist, Securities Adviser and Discretionary Investment Manager.
Robert provides high-quality, tailored Financial Planning services. Typically, this will include bespoke investment, pension & taxation advice to individuals, Directors & Trustees.
Graduated from The London School of Economics in 1966 with an Honours Degree in Economics. Working in a number of different fields and for several blue-chip companies, including Unilever and The Zockoll Group in the UK, Europe and the USA, before becoming an Independent Financial Planner. Walpole Financial Limited was set up by Jeffrey in its current format in 2003.
Has achieved Chartered Financial Planner status, with qualifications including taxation, trusts, investments, pensions, business law and taxes, long-term care, lifetime mortgages and home reversion plans. Jeff won the Financial Times Highest Qualified AFPC Adviser of the Year when qualifying as a Chartered Financial planner, in addition to the CII Examination Prize that year.
Has extensive knowledge of economics, statistics and investment theory and would be considered as authoritative in academic areas such as portfolio and asset allocation theory. Jeff is a Director of the business with over 50 years’ experience in a wide range of jobs and industries.
Trained in the taxation department of Central London Chartered Accountants from 1976, qualifying as a Chartered Tax Adviser in 1985. Began to specialise in Personal Tax matters from 1985, and tax related Financial Planning following the introduction of the Financial Services Act In 1986.
Following several years in the Financial Planning Department of a major London firm, Alan then sought to widen his experience by working in the UK and abroad with a firm of Independent Financial Advisers. He also spent two years working within the insurance industry to further broaden his experience before establishing his own business as a Chartered Tax Adviser in 1997, and his own IFA practice ‘Taxwise’ in the same year. He has worked as a Financial Planner and Personal Tax Adviser ever since, joining Walpole Financial Management in 2009.
Started work in the financial services industry in 1980, working for an International Bank, prior to taking up a tied advisory role within a large Insurance Company in 1988. In 1995, Dave became an independent financial planner based in Surrey. Having worked as a tied agent and now an independent financial planner, Dave brings over 35 years of experience and expertise to Walpole Financial Management. David advises upon all areas of financial planning, including being an expert in mortgage lending, holding the Advanced Mortgage certificate.