Walker Hogg Associates
Our aim:
'To be the preferred financial planning and management consultants to business and professional people'
“My tastes are simple, I am easily satisfied with
the best.”
Winston Churchill
We aim to be the best and this website is geared towards helping you by first of all suggesting that you ask yourself some questions. Eg.
- When did I last review my financial position?
- How have things changed since then?
- What is my main financial concern right now?
- What could undermine my financial security?
Please look at the services we offer to learn how we can help you achieve your financial aims. Preferential terms exist for certain professional bodies.
Our guarantee:
'If we find that we are unable to make recommendations to improve your business or personal financial security, NO CHARGE.'
You therefore have nothing to lose!
Our Unique Position:
We are an independent firm providing a totally impartial business and personal financial planning service, on a fee basis.
We are not Independent Financial Advisers, as this would mean holding agencies with insurance companies and investment management firms who would pay us commission. We believe that this would compromise both our impartiality and your best interests.
We help you build your financial security by recommending the best course of action, ensuring that you avoid expensive mistakes. Our service is unique in Scotland.
“Just a quick note to thank you once again for all your help and advice recently. You have looked after things for so long now that I hope you do not feel that we take your personal service for granted. The time that you are always prepared to spend is very much appreciated and I am delighted that you have now also agreed to act as both Executor and Trustee for my family. Both myself and the Company are now in a much more secure financial position thanks to your work over the last 19 years. Congratulations on your 25 years in the business and we look forward to seeing you again soon.”
Paul T. Graham
Director