Client Services

We offer a holistic approach to meet your personal financial challenges.

Financial Plan & Cashflow

Plans and cashflow projections are tailored to meet your needs and expectations. Our aim is to give you a secure future with the lifestyle you aspire to.

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Pension and Investment

We will find the right type of pension or investment for you. Our recommendations will always take into consideration the appropriate levels of return and risk.

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Tax Planning

We aim to maximise your tax allowance and tax relief. Our goal is to always minimise the amount which you or your estate will have to pay out in tax.

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Protection

Personal protection policies are available to provide peace of mind. Your income can be covered, or a lump sum can be paid in the event of death or illness.

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Corporate Services

Businesses have needs that are different to their owners and this is reflected in how we address the issues.

Protection

Shareholder, Partnership and Key Person Protection. The death or unplanned retirement of a shareholder or a partner has the potential to destroy a business.

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Company Investments

With our expertise we are able to work with your accountants, auditors and tax advisers to help you establish the best financial plan for your business.

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Directors Pensions

Advising company directors on their pension arrangements is hugely different from employees. We offer robust advice and careful planning with the business firmly in mind.

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Employee Benefits

Employee Benefits Consultancy. We offer financial advice on areas such as Group Pension Schemes, Group Life Cover, Group Private Medical Insurance, etc.

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  • Having dealt with E.S Walton & Co for many years with both my personal and business finances I would have no hesitation recommending their forwarding thinking and proactive services.

    James Cartwright
    Dine Ltd

  • The one fee that I really don’t mind paying, is that for E S Walton & Co – they always work very hard and deserve every penny.

    Anne Johnson
    Trustee A Titherley & Co Ltd

3,100Clients

53Corporate Clients

750Financial Plans

42,000,000In Funds under Management

Our Clients

Here are some of our corporate clients who have benefited from our range of services for business

Request a Call

If you'd like us to give you a call to talk about how we might be able to help you, please fill in the form below and we'll be in touch within two working days.