About

Experience. Judgement. Relationships.

New Walk Consulting is a specialist financial services consultancy working at the point where specialist investment providers meet professional advisers and experienced investors.

About New Walk

A boutique consultancy, deliberately narrow in focus.

New Walk Consulting was established to support advisers and professional intermediaries in areas of the market where mainstream solutions do not provide an answer: inheritance-tax planning, Business Relief, private credit and specialist alternative investments.

The consultancy is intentionally small. Its value lies in depth of understanding of a limited number of specialist propositions, and in the professional relationships built over a career in financial services.

Portrait of Andrew Dobson, Founder of New Walk Consulting

Founder

Andrew Dobson

Andrew Dobson

Founder

New Walk Consulting

Andrew has over thirty years in financial services, working in the UK life and pension market and for offshore life companies based in the Isle of Man. He is a specialist in tax and trusts and in UK pensions.

That combination lets him deliver retirement and succession planning to advisers whose high-net-worth clients have cross-border complexity — which is precisely the family New Walk was built to serve.

Speak to Andrew

Areas of experience

Areas of experience

Inheritance Tax & Business Relief

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

Private Credit

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

Alternative Investments

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

Expatriate Wealth

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

Trust & Estate Planning

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

Strategic Distribution

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

How New Walk works

Understand the proposition. Then have the conversation.

New Walk begins with structure. Before a proposition is discussed with an adviser, the underlying activity, the qualifying conditions, the risks and the practical realities of liquidity and documentation are examined.

Where a proposition holds up, New Walk provides information, technical support and introductions. Where it does not, it is simply not discussed.

New Walk does not provide regulated financial advice, and does not make personal recommendations. Suitability remains a matter for the adviser and their client.

Relationships

Who New Walk works with

Financial advisers

Technical support, product information and specialist introductions.

Wealth managers

Specialist propositions that sit alongside core managed portfolios.

Family offices

Private market and specialist opportunities for long-horizon capital.

Accountants & solicitors

Support on the investment dimension of estate-planning conversations.

Experienced investors

Information on selected specialist opportunities for eligible investors.

Investment providers

Distribution strategy, positioning and intermediary access.

Adviser and intermediary relationships

Long-term relationships, not transactions.

Advisers and intermediaries return to people who are straight with them. New Walk's role is to be accurate about what a specialist proposition does, what it does not do, and where the risks sit.

That includes saying plainly when a proposition is not appropriate for a particular client conversation.

Investment-provider relationships

Credible distribution takes time.

For specialist providers, New Walk offers distribution strategy, positioning and access to professional intermediary networks built over a career.

The emphasis is on credibility with advisers rather than volume of enquiries.

Values

Professional values

Independent thinking

Selective by design. New Walk works with a small number of propositions it understands in depth.

Considered discretion

Professional relationships are handled quietly and carefully, as advisers and their clients expect.

Uncompromising rigour

Specialist propositions are examined structurally before they are ever discussed with an adviser.

Direct personal service

Conversations are with Andrew directly, never routed through a sales desk or an external team.

“Specialist markets reward people who understand the structure, not people who understand the sales pitch.”
Andrew Dobson Founder, New Walk Consulting

Start with a conversation.

Andrew works directly with advisers, intermediaries, experienced investors and specialist providers.

Speak to Andrew