Walter joined Cambrian in April 2017 having been a Financial Planner for over 17 years.
Walter became a Chartered Financial Planner in May 2012 and enjoys working with all types of clients to help them achieve their long term financial objectives.
Outside of work Walter has a gorgeous wife and two beautiful children who occupy all of his time. If he gets chances Walter likes to sneak out of the house and go for a long run or swim.
Professional Qualifications/ Accreditations
View Walter Simpson's Statement of Professional StandingWalter has achieved Chartered Financial Planner status and holds the following qualifications:-
Advanced Diploma Qualifications
G60– Pension planning
G20 – Personal Investment Planning
G10 – Taxation and Trusts
AF5 – Financial planning process
AF1 – Personal tax and trust planning
AF4 – Investment Planning
Diploma Qualifications
JO1 – Personal Taxation
JO3 –The tax and legal aspects of business
JO5 –Pension Income Options
R05- Protection Planning
Certificate Qualifications
CF1 – UK financial services, regulation & ethics
CF3 – Financial protection
CF4 – Retirement planning
CF5 – Integrated financial planning
CF6 – Mortgage advice
CF9 – Pensions simplification
Financial Planning Certificates 1, 2 & 3
Click here to view Walter Simpson on the FCA Register
Contact Walter
Direct Line: 01244 526325
Mobile: 07796 173497
Email: walter.simpson@cambifa.co.uk