The Menzies Wealth Management team of qualified advisers have a depth of experience in the financial industry and are dedicated to advising on a range of financial solutions to suit their client’s individual needs. If you require any further information or would like to discuss any matters, please contact us on the details below.
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).
Financial Planning Director
London
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.
Andrew joined the team 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.
Chartered Financial Planner
Andrew 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 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.
Customer Services Manager
London
As Customer Services Manager, Siobhán oversees the operational efficiency of the team to ensure the highest levels of customer service is delivered. She has gained a wealth of experience in financial services from working in Ireland, the Isle of Man and South Africa.
Dinshaw is based in our London Office and has worked in the Financial Services sector since 1995. He has taken on the role of Paraplanner since 2004.
As a Paraplanner, Dinshaw works very closely with the Financial Planning Managers and provides support primarily in the form of report writing, product research and compliance reviews for, both, corporate and individual clients.
Alpa has 10 years experience in the Financial Services Industry and has studied to achieve the Diploma in Financial Planning. She works as a Paraplanner from the Heathrow office. Her role is to provide support to the Financial Planning Managers.
Beverly has 15 years experience working with independent financial advisers. She has studied to achieve the CertPFS and is currently studying towards the Diploma in Financial Planning. As a paraplanner, Beverly works very closely with the financial planners and provides support primarily in the form of product research and report writing, partially with employee benefits. In addition Beverly serves an important role in providing compliance support to the compliance officer to ensure we meet the very high standard set by our regulator the Financial Services Authority..
The most recent paraplanner to join Menzies Wealth Management, Catherine's paraplanning experience was gained over nearly six years and has been in the financial services industry for sixteen years. She has a Diploma in Financial Planning and is studying towards the Advanced Diploma. Her area of expertise is in researching and analysing pensions.
Financial Planning Administrator
London
Sinéad joins us with over eight years experience in administration, over five of those being within an independent financial advisers. She has a great deal of experience with maintaining group schemes and has also been involved in the researching and writing of suitability reports for a range of pension, investment and protection policies.
Financial Planning Administrator
London
Rebecca worked within Menzies LLP for five years and therefore has a fantastic understanding of their culture and focus on excellent customer service. She works within our customer service team and helps contribute to the smooth running of the office. Outside of work Rebecca is a regular performer in Amateur Dramatics.