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Jessamy Walker

MD and Financial Planning Coach at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Brown Dog Financial Planning Ltd</span>
Intro Book
Financial planning coach delivering strategic financial planning and retirement planning.
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Location
Hungerford, England, United Kingdom, GB
Languages
  • French Limited working proficiency
  • Swahili Native or bilingual proficiency
Skills
  • Investments
  • Wealth Management
  • Financial Advisory
  • Financial Planning
  • Retirement Planning
  • Show all
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Bio

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Jessamy Walker is a seasoned financial planning coach with 20+ years of experience in investments, wealth management, and financial advisory. She holds advanced diplomas in financial planning from the Personal Finance Society and has worked with various clients to provide strategic financial planning, pension planning, and retirement planning.

Credentials

  • Advanced diploma in financial planning
    Personal Finance Society
    Jul, 2018
    - May, 2026
  • Diploma in Personal Financial Planning
    Personal Finance Society

Experience

  • Brown Dog Financial Planning Ltd
    • Stype, Hungerford
    • MD and Financial Planning Coach
      • Sep 2015 - Present
      • Stype, Hungerford

      Answering the money questions that I truly believe people ask. Ones like &quot;Am I doing the right things with my money?&quot; &quot;Will we have Enough?&quot; &quot;when can I retire?&quot; &quot;Will my (insert names of important relationships here) be alright if something happens to me?&q...

  • Bare Naked Money
    • Financial Professional
      • Jan 2022 - Present
  • Essential Wealth Management & Advice Ltd
    • Self Employed Financial Planner
      • Jan 2014 - Sep 2015
  • Equilibrium Wealth Management
    • Marlborough, Wiltshire
    • Financial Adviser
      • Sep 2005 - Dec 2013
      • Marlborough, Wiltshire

      Financial planning for a restricted financial advice company

  • Finch Financial Services LLP
    • Reading
    • Investment Adviser
      • Mar 2001 - Sep 2005
      • Reading

      Investment and tax efficient planning to enable clients to generate effective financial growth without undue risk

  • Killik & Co
    • Stockbroker
      • Mar 1997 - Jan 2001

      Private client stockbroker helping individuals increase their net worth

Education

  • University of Portsmouth

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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