Walter Simpson APFS

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 Standing

Walter 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