Ed Walter FPFS 

Ed is MAC Financial’s Head of Private Client Advisory and as a Director at MAC Financial Pension Trustees (MFPT).

With over 30 years in the financial services industry, including 13 years working at MAC, Ed is an experienced and a trusted adviser as well as being a part of MAC’s Executive Leadership Team. Ed is a Chartered Financial Planner and Fellow of the Personal Finance Society which reflects his dedication to excellence and to upholding the highest professional standards.

As Head of Private Client Advisory, Ed brings a wealth of experience to his work with high-net-worth clients, advising them on all aspects of financial planning. He combines his industry expertise with a deep understanding of his clients’ needs, helping them navigate complex financial decisions and achieve their long-term financial goals. In addition to client work, reporting directly to the board, Ed oversees, manages and is responsible for MAC’s Private Client function. 

In his role as Director at MAC Financial Pension Trustees, Ed is responsible for the day to day running of the Pension Trustee business. This includes ensuring smooth administration of the company’s in-house domestic and international pension offerings as well managing pension schemes where MFPT acts as independent trustee.

Beyond client work, Ed is also passionate about nurturing his teams and supporting them through their professional qualifications. 

Areas of expertise

• Pre-retirement planning
• At retirement planning
• Investment planning
• Pension transfer specialist 

Qualifications

• CII Diploma in Financial Planning
• CII Advanced Diploma in Financial Planning