Alasdair Walker

Alasdair Walker

Optimum Path Financial Planning Ltd

Minimum savings/pensions: Over £500,000

0330 038 8941
Based in Melton-Mowbray
View location
Verified since: November, 2023
4.9 out of 5

73 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 13 April 2025

    Alasdair and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 2

    Recent Client Reviews

    Verified reviews: 100%

    Alasdair has received 2 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 25 February 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 13

    Qualifications Uploaded

    13 qualification certificates available to view

    Alasdair has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Alasdair has provided information on their typical fees

    Alasdair has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 8

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Alasdair

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Alasdair (based on 8 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 13 April 2025

    Alasdair and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 2

    Recent Client Reviews

    Verified reviews: 100%

    Alasdair has received 2 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 25 February 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 13

    Qualifications Uploaded

    13 qualification certificates available to view

    Alasdair has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Alasdair has provided information on their typical fees

    Alasdair has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 8

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Alasdair

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Alasdair (based on 8 first impressions)

Thanks for reviewing my profile at VouchedFor. I am a CFP™️ Professional, Chartered Financial Planner and the Managing Director of Optimum Path Financial Planning Ltd, an independent financial planning business with more than 45 years of history. I specialise in working with knowledge workers, technically minded people and academics, who enjoy the detail of the work we do together as well as the bigger picture. I will help you plan, work towards, enact, and enjoy, your early financial independence. I am a Chartered Fellow of both financial planning professional bodies. I recently received the prestigious 'Certified Financial Planning Professional of the Year 2023' award by the Chartered Institute of Securities and Investments, and chaired the Financial Planning Practioner Panel for the Personal Finance Society. I don't use guesswork or rely on accepted wisdom when making recommendations. I use statistical analysis and financial modelling software to test and improve the planning recommendations and wealth management services that I offer. We are based in the heart of Leicestershire, within easy reach of Leicester, Loughborough, Melton Mowbray and Nottingham. We have a rural office with great access and easy parking, and we make extensive use of technology meaning that many clients are happy to deal with us entirely remotely.

Offers available through VouchedFor

Contact Alasdair through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Alasdair's clients

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Adviser Disclaimer

Alasdair Walker is a director of Optimum Path Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority. You can find us on the Financial Services Register at https://register.fca.org.uk/ and find out more at our website https://optimumpath.co.uk