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Kevin Walker

Kevin Walker

Kevin Walker

Founding Director
  • 0191 500 6930
At BW Medical it is all about the personal touch. We continually 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 worked in the financial management industry for over 30 years with 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 the NHS Pensions is highly questionable. Kevin has supported a cohort of regulated advisers to ensure they understand the complexities of the NHS Pension Scheme.

Make sure you do your homework and ensure your adviser fully understands the NHS Pension scheme. 

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. Blackett Walker became a leading independent financial adviser and wealth management consultancy with >£220 million pounds under management. After 25 years,  Blackett Walker was acquired by Sanlam in March 2019.  As part of the acquisition, Kevin worked as a Financial Adviser with Sanlam before stepping down from a client advisory role in 2019.  Kevin remains a Director of BW Medical Accountants. 

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 30+ year career, Kevin built up specialist knowledge in all aspects of wealth management. With a specialism in NHS pension policy, Kevin's expertise spanned financial planning advice for medical professionals and complex final salary pension schemes, which was arguably unrivalled nationally.

Kevin delivered pension consultancy services to Hospital Trusts, CCG's and lectured nationally to GPs, Practice Managers and Consultants. He  was also a guest speaker for national medical conferences such as Pulse Live, providing specialist support and guidance on complex NHS pension changes.

Kevin worked alongside BW Medical's NHS Pension Team to develop our NHS Pension Management Service, led by Medical Accountant and mathematician Tina Milligan.  It was Tina and her team who highlighted the catalogue of errors being made by the NHS Pensions Authority when issuing statements and to ensure 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 gain clarity of their Annual Allowance tax position.

Skills In Focus

  • NHS Pension / Final Salary Pensions
  • Consultancy services to Hospital Trusts - Pension Strategy
  • Retirement Plans / Early Retirement / Ill-Health Retirement (NHS)
  • 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!"

 

  • 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.  We 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.

    GP Partner
    GP Practice, 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 changed to BW Medical Accountants 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.

    GP Partner
    Cumbria

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