Sunlit stone facade of a Georgian terrace

New Walk Consulting

Specialist thinking
for complex wealth

Supporting financial advisers, professional intermediaries and experienced investors across specialist wealth, inheritance tax, Business Relief, private credit and alternative investment markets.

For Advisers Speak to Andrew

Introduction

Experience matters when the answer isn't obvious.

Mainstream investment solutions do not solve every financial-planning challenge.

New Walk Consulting helps advisers, professional intermediaries and experienced investors understand specialist opportunities and connect with carefully selected providers operating across Business Relief, private credit, alternative investments and specialist wealth markets.

Who we work with

How we can help

03

For investment providers

Strategic distribution, positioning and access to professional intermediary networks.

Work with New Walk

Expertise

Specialist expertise

Inheritance Tax & Business Relief

Specialist solutions that help advisers and their clients plan for the transfer of wealth across generations.

Read more

Private Credit

Access to specialist opportunities in privately originated lending, arranged outside public credit markets.

Read more

Alternative Investments

Carefully selected opportunities that sit outside mainstream listed markets and conventional fund ranges.

Read more

Expatriate Wealth

Clarity on the additional UK and overseas considerations facing internationally based clients and families.

Read more

Trust & Estate Planning

Working with solicitors, trustees and advisers on the investment questions that arise around family estates.

Read more

Strategic Distribution

Helping specialist providers build credible relationships with advisers, wealth managers and family offices.

Read more
Portrait of Andrew Dobson, Founder of New Walk Consulting

Founder

Experience built over a career in financial services.

Andrew Dobson

Founder

New Walk Consulting

Andrew Dobson is an experienced financial-services professional with extensive knowledge of specialist investments, Business Relief, inheritance-tax planning, private credit and adviser distribution.

His work centres on relationships: understanding what advisers and their clients are trying to achieve, understanding how specialist propositions genuinely operate, and applying judgement to where the two meet.

Meet Andrew

Selected specialist solutions

Selected specialist solutions

New Walk works with a carefully selected group of specialist investment providers.

Inheritance Tax / Business Relief

Carlton Wealth

A specialist investment service for eligible investors considering Business Relief within inheritance tax plans.

Explore Carlton Wealth

Private Credit / Business Relief

PMJ Private Credit Fund

A specialist private-credit proposition for eligible investors in inheritance-tax and Business Relief planning.

Explore PMJ Private Credit

Alternative Investment / Property Finance

Carlton Bonds

Fixed-rate investment supporting UK property lending and development finance for eligible experienced investors.

Explore Carlton Bonds

Venture Capital / SEIS

GCV SEIS Investments

Early-stage venture opportunities under the Seed Enterprise Investment Scheme for qualifying eligible investors.

Explore GCV SEIS

Venture Capital / EIS

GCV EIS Investments

Growth-stage venture opportunities under the Enterprise Investment Scheme for qualifying and eligible investors.

Explore GCV EIS

Property / Joint Venture

JV Property Investments

Joint-venture property opportunities alongside experienced operating partners for qualifying eligible investors.

Explore JV Property

New Walk Consulting works with a carefully selected group of specialist providers. The propositions shown are not ranked and no proposition is presented as more suitable than another. Suitability depends upon individual circumstances. Capital at risk — the value of specialist investments can fall as well as rise and investors may not get back the amount invested. Tax treatment depends upon individual circumstances and may change. These propositions are intended for eligible and experienced investors only.

Find the right fit for your client's circumstances.

Every proposition operates differently.

Compare specialist solutions

Insights

Thinking from New Walk

View all insights

A specialist challenge deserves a specialist conversation.

Whether you're an adviser exploring solutions for a client, an experienced investor seeking more information or an investment provider looking for distribution expertise, speak to Andrew.

Speak to Andrew

Important information

Nothing on this website constitutes financial, tax or legal advice, or a personal recommendation. Specialist investments referenced are available only to eligible investors and involve risk to capital.

Business Relief and other tax treatment depend upon individual circumstances and the relevant legislation, which may change.

Tax treatment depends on individual circumstances and may change. Where Business Relief is discussed, qualification for relief is not guaranteed. Investments can fall as well as rise in value and investors may not get back the amount invested.

Please see our Risk Information for further information