and Kevin Walker, embarked upon a management buy-out in 2012 subsequently launching Blackett Walker.
Blackett Walker is an Independent Financial Adviser and Employee Benefits Consultant company. Independently owned and with no ties to any one investment or financial product supplier, we are completely impartial and can therefore provide the best independent financial planning advice to individuals, companies, and pension scheme trustees.
financial circumstances and preferences, as the approach has to be personal. Determining your attitude to risk and what you want your money to achieve will help us to shape your portfolio to suit your needs and lifestyle.
Ultimately, our priority is to help you achieve the quality of life that you want now and
As independent financial advisers, we have access to all types of collective investment and financial plans to meet your objectives - we are not tied to a certain set of products or services. Following our in-depth research, we will compile a suitable range of investments for you, based on the risk profile and timescales you are comfortable with.
We are passionate about providing our clients with the best possible information, advice and standards of service. Our regulatory status as Independent Financial Advisers provides us with access to an exhaustive range of financial plans and investments from all regulated UK financial services providers. This access enables us to make open and
Our ability to tap into the 'whole of the market' for financial plans and products is only part of our independent status though. Real independence is about the separation of financial advice from the recommendation or sale of a financial product. In other words, a true financial adviser should be paid for a recommendation or opinion regardless of the outcome, as it is their knowledge and expertise you are truly investing in.
We will discuss with you how we are paid for what we deliver for our clients, and the cost of our services would be agreed before any significant work commences. It's important for us to be completely transparent about our costs and services to avoid misunderstandings and also to ensure we are entirely unbiased in our professional opinion. Before you appoint a financial adviser or commit yourself to any expense, make sure you understand how much you will be charged for the advice and services that you require and what payment options are available. Only then can you be sure whether the adviser has a vested interest in what they may or may not recommend.
We also believe that rather than expecting to be sold a financial product, our clients and customers choose Blackett Walker because they want to make educated and informed decisions about the financial options available to them, to ensure their money is working as hard as possible for them.
There are no vacancies at this time however we are always on the lookout for talented individuals. If you would like to find out more please contact
Our local community is important to us. Working as a team, we want to make a difference and support those worthwhile causes making our community a better place. This year we have made the following commitment.
Blackett Walker supports the Newcastle Falcons and its Community Foundation. Our involvement can take on many different guises. Most recently, we donated £300 to cover the cost of Christmas presents which were donated to North East Children's Hospitals in December 2015.
In 2013, alongside our sister company we raised over £4,000 for the Motor Neurone Disease (MND) Association.
What do we mean by values? Put simply we are referring to the qualities or attributes that define us and our service offering.
Our approach to business is honest and genuine, and we are determined to earn the respect and trust of all those we work with. We always deliver on our promises but will remain open and transparent throughout all stages of a working relationship.
We aim to exceed standards within our industry and differentiate ourselves from our competitors in all we undertake. We are committed to growth and have an entrepreneurial culture that enables us to deliver financial solutions in our own unique way whilst ensuring we adhere to stringent compliance regulations. We continually challenge and stretch ourselves to deliver optimum results, every time, as there is always a new way of looking at an issue, a fresh perspective, which ensures we never become complacent.
Understanding we are in this together, by leading from the front and by example, caring for our team, each other and engaging with the local community is at the heart of our business. Fun at work is essential to our wellbeing so friendships and laughter is encouraged. We also care about the community around us and we give something back by working together to raise funds for charitable causes we are passionate about as a team. For us, happy, motivated staff go the extra mile, will continually exceed expectations and build better long-term relationships.
