E S Walton & Company Limited is one of the oldest firms of independent financial advisers (IFAs) in Liverpool. Our financial planners can advise you on all areas of finance and on all financial products and their providers. The advice we give is not restricted in any way or tied to a particular provider.
We are one of the few firms that also still offer a comprehensive range of corporate financial services. We are a Company that you can trust, our heritage speaks for itself. Our core values are honesty, integrity, professionalism, objectivity, confidentiality and accountability.
We offer an initial free consultation to discuss your financial situation and to see how we might work together. It is at this meeting that we will help you to select the level of service that best meets your circumstances and current needs.
We will always agree our fees with you before we undertake any financial planning work on your behalf. Following our initial free consultation, we can offer the following fee options; Percentage fee, hourly rate, or fixed fee service.
Once we know what you are trying to achieve, we will undertake an all-encompassing financial planning process. At the end of this process we will produce your financial plan (in accordance with your chosen level of service).
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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.