Simple SVB Explainer, And, Should I Make Changes To My Portfolio?
16/3/2023. Imagine you suddenly needed cash, a sizeable amount. But the only asset you hold is long-term – your house. And worse, the...
Welcome to Roy Walker Wealth Management
I work with international professionals, high net worth individuals, and expatriates of all nationalities. I’m a financial expert who provides independent unbiased advice, personal service, and with honest fees.My job is to help you create a practical plan, take control of your financial future, and ultimately achieve your long term financial goals.
I operate FULLY REMOTELY to provide expert investment advice to clients all over the world. Please watch this short video for details.
Financial Planning •
Retirement Planning and Savings •
Investment Advice and Management •
Investment Portfolio Reviews and Analysis •
Tax-Efficient Investing •
UK Pension Transfers •
Life Insurance and Critical Illness Cover •
Key-Man Insurance and Shareholders Insurance •
Legal Wills for Expats in UAE
What’s Going To Happen In Global Stock Markets?
19/2/2023. 2022 was a bad year for global stock-markets. Starting from a peak of around 4800, the S&P500 (which represents about a ...
Is Your Investment Manager Good Value?
24/12/2022. I looked at ten years of data for 4,468 multi-asset funds denominated in GBP, USD, EUR and AUD. Of the funds examined (which i...
Stop, Just Before You Hear The Bump
28/9/2022 . Why Advisors Don’t Recommend Selling Out In A Recession A long time ago, I once heard my father jokingly instruct my mother on r...
Are We There Yet?
17/7/2022. On 21st January 2022, the S&P500 was at 4451, and in my article " Markets Are Reminding Us - There's No New Normal...
What’s Going On With Fundsmith Equity Fund – Should I Sell?
10/7/2022. The recent FCA Section 166 report gives Fundsmith a clean bill of health with no action required. Outflows over the last few mon...
All About UK SIPP Pension Withdrawals for Expats
27/6/2022 . SIPP stands for Self-Invested Personal Pension. A SIPP gives you control and flexibility over how your pension savings are inv...
Is Now A Good Time to Enter The Market?
8/5/2022. Savvy long-term investors know never to try to time the market. The biggest market gains tend to follow the biggest falls. Succ...
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