E S Walton & Co Ltd

E S Walton & Co Ltd A locally owned, locally staffed firm of independent financial advisors who have been looking after their clients since 1968

Even with careful financial planning, shocks can happen. Often financial crises are unexpected and out of our control, s...
03/09/2020

Even with careful financial planning, shocks can happen. Often financial crises are unexpected and out of our control, so it’s important to have a safety net to fall back on. However, research suggests that most people don’t feel confident in their ability to overcome a financial crisis.

Even with careful financial planning, shocks can happen. Often financial crises are unexpected and out of our control, so it’s important to have a safety net to fall back on. However, research suggests that most people don’t feel confident in their ability to overcome a financial crisis. Whether...

Planning for retirement should be an exciting time in your life. You’re able to give up work and focus on the things you...
03/09/2020

Planning for retirement should be an exciting time in your life. You’re able to give up work and focus on the things you enjoy. But what if your aspirations and financial expectations don’t line up with your partner’s? Creating a balance can help both of you feel fulfilled in the next stage of your life.

Planning for retirement should be an exciting time in your life. You’re able to give up work and focus on the things you enjoy. But what if your aspirations and financial expectations don’t line up with your partner’s? Creating a balance can help both of you feel fulfilled in the next stage of...

The Covid-19 pandemic is expected to be the catalyst for significant workplace changes, including more flexible working ...
02/09/2020

The Covid-19 pandemic is expected to be the catalyst for significant workplace changes, including more flexible working options. It’s a trend that could affect the housing market as aspiring buyers shift their priorities.

When searching for a home, ease of getting to work has long been a priority for buyers. Sellers with properties that have benefitted from excellent transport options or are located in commuter towns have benefitted from rising property prices. But with more people working remotely or at flexible times, this could change.

The Covid-19 pandemic is expected to be the catalyst for significant workplace changes, including more flexible working options. It’s a trend that could affect the housing market as aspiring buyers shift their priorities. When searching for a home, ease of getting to work has long been a priority ...

How do you rate your work-life balance? It’s not uncommon for workplace pressures to affect our personal lives but, left...
19/08/2020

How do you rate your work-life balance? It’s not uncommon for workplace pressures to affect our personal lives but, left unchecked, it can affect overall wellbeing and your health too.

How do you rate your work-life balance? It’s not uncommon for workplace pressures to affect our personal lives but, left unchecked, it can affect overall wellbeing and your health too. An unhealthy work-life balance can leave us feeling irritable, struggling to focus and even affect physical healt...

Building a nest egg for a child can help set them on the path to a financially secure future and highlight why saving is...
19/08/2020

Building a nest egg for a child can help set them on the path to a financially secure future and highlight why saving is important. One of the most popular ways to save for a child or grandchild is using a Junior Individual Savings Account (JISA). During 2017/18, money was added to over 900,000 JISAs.

Building a nest egg for a child can help set them on the path to a financially secure future and highlight why saving is important. One of the most popular ways to save for a child or grandchild is using a Junior Individual Savings Account (JISA). During 2017/18, money was added to over 900,000 JISA...

This week we have asked Steven Williams of JP Financial to give us an insight into the state of the mortgage market sinc...
07/08/2020

This week we have asked Steven Williams of JP Financial to give us an insight into the state of the mortgage market since Covid-19. We have worked closely with Steven over the past few years to help our clients and their families with all things mortgage-related. If you are reviewing your own mortgage requirements, details for Steven and his firm are included at the end of this blog.

Guest Blog: Steven Williams Steven Willams: Mortgage Adviser at JP Financial discusses the impact Covid-19 has had on the mortgage market. E: [email protected] T: 07903033219 W: www.jpfianncialadvice.co.uk This week we have asked Steven Williams of JP Financial to give us an in...

Last month, we looked at what financial bias is, but what is it that influences our decisions? Where do these biases com...
04/08/2020

Last month, we looked at what financial bias is, but what is it that influences our decisions? Where do these biases come from?

There are numerous ways bias can affect the financial decisions we need to make and can mean we’re not focusing on logic. We’re all prone to letting biases creep in at certain points, understanding what it is and what may be having an influence is the first step to basing decisions on facts.

Last month, we looked at what financial bias is, but what is it that influences our decisions? Where do these biases come from? There are numerous ways bias can affect the financial decisions we need to make and can mean we’re not focusing on logic. We’re all prone to letting biases creep in at ...

When it comes to finances and mortgages, language can be filled with jargon and acronyms. If you’re looking for a mortga...
27/07/2020

When it comes to finances and mortgages, language can be filled with jargon and acronyms. If you’re looking for a mortgage product, whether you’re a first-time buyer or stepping up the property ladder, you’ve probably come across LTV when searching. While it’s easy to overlook, it’s an important part of getting a competitive deal.

When it comes to finances and mortgages, language can be filled with jargon and acronyms. If you’re looking for a mortgage product, whether you’re a first-time buyer or stepping up the property ladder, you’ve probably come across LTV when searching. While it’s easy to overlook, it’s an imp...

Investing is a crucial part of a financial plan for many people. If you’re considering investing, whether, for the first...
16/07/2020

Investing is a crucial part of a financial plan for many people. If you’re considering investing, whether, for the first time or expanding your current portfolio, our new guide can help you understand what you should think about first.

Investing is a crucial part of a financial plan for many people. If you’re considering investing, whether for the first time or expanding your current portfolio, our new guide can help you understand what you should think about first. Among the topics covered in the guide are what to consider when...

Just a few months after delivering his first Budget as Chancellor, Rishi Sunak delivered a Summer Statement, dubbed a ‘m...
09/07/2020

Just a few months after delivering his first Budget as Chancellor, Rishi Sunak delivered a Summer Statement, dubbed a ‘mini-Budget’ on Wednesday 8th July 2020.

Just a few months after delivering his first Budget as Chancellor, Rishi Sunak delivered a Summer Statement, dubbed a ‘mini-Budget’ on Wednesday 8th July 2020. Back in March, some of the measures announced in the Budget focused on supporting people and businesses as the Covid-19 pandemic was tak...

Having a good investment experience is often a result of the actions of each investor.The most successful investors can ...
22/06/2020

Having a good investment experience is often a result of the actions of each investor.

The most successful investors can ‘behave’ well and stay disciplined over the long term, particularly in times of uncertainty.

Having the ability to stay focused and disciplined with our investment approach has never been more important, as we currently face one of the most uncertain economic periods in modern history, as a result of recent events.

This blog looks at 5 common behavioral problems most investors face. Having a good investment experience is often a result of the actions of each investor. The most successful investors can ‘behave’ well and stay disciplined over the long term, particularly in times of uncertainty. Having the ab...

We all know what bias is and it’s something you may consider when making decisions in your day-to-day life but it’s also...
17/06/2020

We all know what bias is and it’s something you may consider when making decisions in your day-to-day life but it’s also something that can affect financial decisions and, therefore, your lifestyle goals.

Over the next few months, we’re going to explain what financial bias is and how it could be having an impact without you even realizing it. By understanding bias, where it comes from, and the different ways it can affect decisions, you’ll be in a better position to focus on the facts and make choices that are right for you.

We all know what bias is and it’s something you may consider when making decisions in your day-to-day life but it’s also something that can affect financial decisions and, therefore, your lifestyle goals. Over the next few months, we’re going to explain what financial bias is and how it could ...

Address

Liverpool
L15BG

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

0151 236 8888

Alerts

Be the first to know and let us send you an email when E S Walton & Co Ltd posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to E S Walton & Co Ltd:

Share