Eric Norman-Walker Chartered Financial Planner, Managing Director
Eric Norman-Walker is the Managing Director and Independent Financial Adviser of Menzies Wealth Management. He has spent most of his working life in the Financial Services industry. In order to provide high quality advice to his clients, Eric has studied hard to achieve the status of a Chartered Financial Planner, the highest qualification available and held by only 1,500 advisers in the UK (source: Chartered Insurance Institute).
Andrew Tricker Dip PFS, Consultant
Andrew joined Menzies Wealth Management from one of the UK’s largest independent advisory firms. Andrew has worked in financial services his whole career, starting at Norwich Union in 1986. He has recently attained the Diploma in Financial Planning and has started working towards his Advanced Diploma in line with the company’s aim of providing the very best quality advice.
Toni Ambrosini FPC, Financial Planning Director
Toni is a financial planning manager with over 25 years’ experience in dealing with both the corporate and private sectors. He regularly finds himself working in the areas of employee benefits, in particular group pension schemes, and he also offers a bespoke service to individual members regarding their personal arrangements.
Toni joined Menzies Wealth Management as part of a firm merger in 2009.
Andrew Johnstone APFS, Financial Planning Manager
Andrew joined Menzies Wealth Management in 2009 and is a Chartered Financial Planner and Associate of the Personal Finance Society. With over 25 years’ industry experience and an Advanced Financial Planning Certificate, he is qualified to provide expert advice across a broad range of financial solutions.
Andrew's Chartered Financial Planner status demonstrates that he has gained the highest level of professional achievement, equivalent to other Chartered professions. This title is only awarded to members of the Chartered Insurance Institute on application after the completion of a degree-level suite of qualifications.
Chris Ellis APFS, Financial Planning Manager
Chris has over 20 years’ industry experience and has been providing independent financial advice for over ten years. He strongly believes that a holistic approach to Financial Planning is preferable to concentrating on one particular area. As an Associate of the Personal Finance Society, each of Chris's clients receives a bespoke service to meet their requirements.
His main focus is advising directors and HR departments on the establishment and maintenance of employee benefits for staff and senior employees. Chris also runs a number of schemes for practice clients and non-practice clients alike. On the private client side he specialises in offering retirement or at-retirement advice and investment portfolio planning.
Chris joined Menzies Wealth Management in 2009 as part of a firm merger.
Ema Lawrence, Financial Planning Administrator
Ema is Menzies Wealth Management's administrator based in our London Office. She has 15 years experience in the Financial Services Industry and brings extensive knowledge of working within a customer service environment. Ema coordinates our client service functions and ensures the smooth running of the office.