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Kevin Walker

Kevin Walker

Kevin Walker

NHS Pension Specialist / Independent Financial Adviser
At BW Medical it is all about the personal touch. We invest in delivering an exceptional service for our medical clients and we don't compromise on quality. Our experts have a proven track record.

Intro

Kevin has worked in the financial management industry for over 30 years and has extensive wealth management experience alongside exceptional knowledge and understanding of NHS pension policy and final salary pension schemes.

The quality of advice available nationally regarding NHS Pensions is questionable. Make sure you do your homework and ensure your adviser is independent and understands the complexities of the scheme. 

Blackett Walker Ltd is authorised and regulated by the Financial Conduct Authority (FCA).

Professional Experience

Kevin founded RMT Financial Management Ltd in 1994 and was quickly joined by fellow Director Richard Blackett, after working as a consultant for Standard Life and then setting up a financial services division for RMT Accountants. For two decades Kevin and Richard were the driving force behind the growth of RMT Financial Management Ltd. They completed a management buy-out in 2012 and cut all ties with RMT in order to launch a new brand for their financial management business Blackett Walker, which is now a leading independent financial adviser and wealth management consultancy with >£220 million pounds under management. Blackett Walker Ltd is a sister company to leading specialist healthcare advisers BW Medical Accountants.  Kevin is a director of both BW Medical Accountants and Blackett Walker Ltd and is a fully qualified independent financial adviser.

Expertise

In July 2013 Kevin and members of the senior management team set up BW Medical Accountants, of which he is now a Director.

Throughout his career Kevin has built up specialist knowledge in all aspects of wealth management. With a specialism in NHS pension policy, Kevin's expertise spans financial planning advice for medical professionals and complex final salary pension schemes, which is unrivalled.

Kevin lectures nationally to GPs, Practice Managers and Consultants, and has also been a guest speaker for national medical conferences such as Pulse Live, providing specialist advice and support on complex NHS pension changes.

With a specialism in pensions, Kevin has in-depth knowledge of NHS pension policy, helping medical professionals to address their pension issues in a clear, focused and practical way. His exceptional understanding of complex pension policy is rare, providing strategic advice on final salary pensions and practical workable solutions. It was Kevin and his team who highlighted the catalogue of errors being made by the NHS Pensions Authority when issuing statements and to enure we don't rely on their information our experts have created a forecasting tool to enable us to provide proactive advice for our clients, enabling BW Medical Clients to make informed financial decisions regarding their personal finances and tax position...ahead of time! 

As Director for BW Medical Accountants, Kevin works closely with our specialist medical accountants. Healthcare clients can access his extensive expertise in order to meet their personal financial planning requirements.

Skills In Focus

  • NHS Pension / Final Salary Pensions
  • Wealth Management
  • Investment Strategies / Portfolio Management
  • Inheritance Tax Planning & Retirement Planning
  • Practice Mergers & GP Federations
  • Strategic Financial Planning
  • Presenting on complex NHS Pension Changes

In Kevin's Words

"We like to get to know our clients as individuals and personal relationships are very important. Every client is unique, with specific needs and therefore every solution we offer is bespoke. We offer real face-to-face advice tailored to each and every client. For me the best part of the job is talking with people, finding out exactly what they want and delivering advice that I truly believe in.

"My vision for BW Medical Accountants is simple - to be the premier medical accountancy practice through the delivery of truly specialist and meaningful advice.

"Backing this vision is a team of dedicated and skilled staff who each have a wealth of experience and knowledge gained from working with medical professionals. Having known and worked together for many years, we believe that combining accountancy advice with specialist NHS pension advice provides a true one-stop solution for clients. Our service offering is unique and arguably unrivalled!"

 

  • Very smooth changeover to BW, with good communication at all times. Very efficient in the production of the accounts (as promised) and the Partners are delighted with the advice received to date.

    Paul Atkinson, Practice Manager
    Netherfield House Surgery, Northumberland
  • BW Medical Accountants have a good working knowledge of General Practice and are keenly aware of the challenges Practices face within the changing environment of the NHS.  Benfield Park have been very impressed by the way BW Medical continue to deliver the range of services they provide from Accounts to Tax and NHS Pension advice. 

    We have found Practice consultation and engagement from BW Medical specifically helpful to shape the future of the Practice.

    Jonathan McCutcheon, Practice Manager
    Benfield Park Medical Group, Newcastle
  • We had no hesitation in moving to BW Medical Accountants.  For any business your accountant is integral, and for us one of the most important factors to this relationship is to have a personal and trusting approach, which BW have undoubtedly achieved. 

    The service we receive and the interest they show in our practice assures us that they have a genuine interest in us and commitment to us.  More importantly they are always helpful and polite to answer even the dumbest of questions!  They give us confidence and reassurance knowing that they are always very up-to-date with all the numerous changes within general practice and we would have no hesitation in recommending them to other practices seeking a professional and personal accountancy service.

    Jackie Rotherham, Practice Manager
    The James Street Family Practice, Lincolnshire
  • We moved to BW Medical Accountants in 2013 and we are delighted that we have.  Having been in the same business for over 20 years it is important to have a relationship with the accountancy team but most importantly you need to have trust.  We made the decision to move our business to BW Medical Accountants and having worked with the Team especially Tina we are very satisfied.  Tina going through the accounts brought to our attention many things that I was not aware of in the past.  The first years' experience can only be described as excellent.

    Customer service is first and foremost with BW and this shines through as each and every one of them are approachable, helpful and most importantly understand and know the business.  General practice is complex and is going to get more complex in the coming years.  We need Accountants who truly understand our business. We as a practice and as individuals would certainly recommend BW Medical Accountants.

    Gloria Middleton, Managing Partner
    Westbourne Medical Group, Sunderland
  • We changed to BW Medical Accountants during this financial year and I would say we have just had the most transparent and understandable end of year meeting and the best planning advice I have ever had in 16 years of practice.

    Dr H Jervis, Partner
    Temple Sowerby Medical Practice, Cumbria

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