The E S Walton team

Howard first joined E S Walton back in 1986, and in 1998 he bought the business and started to dedicate his life to the company. Over the past 33 years he has looked after multiple generations of client families and has maintained the same passion and enthusiasm for helping people throughout his time at E S Walton. Howard is extremely hard working and will always go above and beyond to help.

Whilst Howard still advises a small group of clients, his main role is looking after the day to day processes of the company, allowing the advisory team to focus on clients.

Howard is a keen drummer and outside the office, you’ll either find him performing in various bands across Liverpool or at Goodison Park watching Everton.

Michelle started working in Financial services in 2017, and joined the E S Walton team in 2019 as a Financial Planning Administrator. Since then Michele has furthered her knowledge and is now a Trainee Paraplanner.

Michelle has a keen focus on ensuring clients receive excellent customer service and working efficiently with our advisers, enabling them to spend more time focusing on meeting our client’s needs.

 

In her spare time Michelle enjoys camping with the family and is also heavily involved in the scout movement.

Stuart joined the team in 2016 with 5 years’ experience in financial services. Graduating from University of Liverpool in 2011 with a degree in International Business, he has been applying his skills to the world of financial planning ever since. Stuart heads up the financial planning team at E S Walton and specialises in helping business owners create financial independence and freedom through sale or succession of their firm.  He is passionate about helping his clients ‘escape’ their business and create a life they love. Stuart is always coming up with new exciting ideas and helping drive the business forward.

Outside the office, Stuart likes to keep fit and regularly plays football and golf.

Alex first joined E S Walton in April 2016 as an office junior, and now plays a key role in assisting the advisors and being a first point of call for clients.

Alex spends his free time playing football, in the gym or critiquing horror films.

Having joined E S Walton as a client administrator, Amie now manages operations and systemised areas of the business, ensuring processes and documents are designed with the client in mind. Amie is always developing and challenging new ideas on how to improve the client experience and the values of the business. Amie helps to keep the team efficient and client-focused.

In her spare time, Amie loves to travel and has not long returned from a trip discovering Australia.