The Pavilion Building, Corner of Dock and Portswood Road, The V&A Waterfront
021 140 3505
The penny farthing makers
We deliver value for our clients by providing bespoke portfolio construction, independent wealth management, relevant behavioural coaching, partnerships with the leading service providers in the industry per category and advanced technology.
McWalter F&A was borne out of a need amongst our founding director’s clients for flexibility, scalability & relevancy. We are an independent, licensed financial services provider and offer a holistic view on portfolio construction. Since our core belief is that client satisfaction leads to a successful business, our advice will inherently be fair & independent.
So why the Penny Farthing? Well, like a penny farthing bicycle, your financial portfolio needs a big wheel to drive it: your investments, business, assets & career (the Wealth Creation Wheel). But it also needs a smaller wheel to stabilise it: your insurance & contingencies (the Wealth Protection Wheel). We place a significant emphasis on the big wheel, but the smaller one should still exist and it should be solid & sturdy. This is how we create a smooth ride.
It’s about balance.
Get in touch
We at McWalter F&A know that finding the right advisor to work with is a choice not to be taken lightly. That’s why we waive the initial consultations fee to walk you through your needs, the scope of your goals, and your budget.