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.

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.

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.

Michelle is the newest member to join our ever-growing team, having started working in Financial services in 2017, she has now found her ideal role as a Financial Planning Administrator.

 

Michelle is looking to develop her bright career and work towards gaining her diploma. Her focus is 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.

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.

After 30 years as a Financial Adviser, Derek offers a wealth of knowledge and expertise within the Financial Sector. He has recently joined E S Walton as Client Liaison and his primary focus is ensuring clients are receiving a great service from the advice team and also helps the business grow through building strong relationships.  Derek is highly committed to delivering better value to our client’s lives.

Derek is a keen amateur drummer and is taking the opportunity of the recent role change to spend more time travelling.

After 30 years as a manager in the charity commission, Carol joined E S Walton in September 2007, originally on a 3-month contract – and has been here ever since.  Carol manages the ongoing servicing of group schemes for corporate clients.  She has been instrumental in helping the firm offer this as a value-added service to our business owner clients.

Carol spends most of her spare time with family, looking after her two grandchildren, who keep her very busy, to say the least!

Starting out as an office junior for E S Walton in 2006, by 2011, Jamie was a fully qualified financial planner. Jamie now finds himself specialising in the ‘at retirement’ market, helping his clients make the big transition from working life into retirement.  In 2016, Jamie set up PinPoint, a personal finance app that helps younger generations manage their money. PinPoint is now championed by some of the UK’s largest employers and the project is going from strength to strength. They were recently selected in the top 10 (of 500) most exciting financial and cybersecurity startups in Europe by Startup Bootcamp, one of, if not the largest, tech accelerator programme in the world!

Outside of the world of finance, Jamie has a passion for Liverpool FC and travelling, often combining the two.