David Walter

I work for BRIC Group, the UK’s fastest-growing Wealth Planning brand,
as a Chartered Financial Planner.
BRIC Group provides rich and rewarding experiences for private and corporate clients, with
tailored Wealth Planning solutions to achieve clients’ financial goals and expectations throughout
each stage of their life.
BRIC Group shares a powerful and privileged connection with more than 17,000 clients who
have chosen to engage with our award winning services, and benefit from our innovative solutions.
Over £10.5bn is entrusted to our specialist Wealth Planners and Advisers. Key to this are the
principles of value, trust and excellence.
We have 20 offices, and more than 200 staff nationwide. We are also the only Wealth Planning
business to control and own all of the services and solutions that are essential to deliver a true,
end-to-end Wealth Planning solution

Financial adviser working within wealth management

Provided financial planning to businesses for:

Protection of business liabilities
Profit protection (keyperson)
Succession planning (business wills)
Retirement planning
Business investment