We are a completely independent financial services provider. We know how important it is to provide financial advice that’s right for you and that you can trust.
During our discussions with you, we’ll get a better understanding of where you currently are, where you’d like to be in the future, and what requirements you may have on the way. This will be your financial roadmap.
Being independent, we’re unconstrained from any product provider, so if there are financial products available, and suitable to you, we can find them. However, our professional advice gives you value for money, plain and simple.
As part of the Walker Crips Group, we’re proud to be a part of a company that’s been providing clients with financial advice since 1914. Our clients trust us to look after their needs and guide them through all the financial issues that life throws their way. We provide our clients with a service that delivers peace of mind that you and your loved ones are protected financially, both now and in the future.
There is no cost or obligation at our first meeting, and at that meeting we will detail all future charges before we commence working for you.
Foss Islands House
Foss Islands Road
01904 544 300
2 Ardross Street
020 3100 8109
3 Church Street
020 3100 8113
It is important to remember that the value of investments can go down as well as up and it is possible to get back less than you invested, especially in the early years. Past performance is no guarantee of future returns and interest rates and dividends are variable and cannot be guaranteed in the future. Any tax treatment mentioned is based on personal circumstances and current legislation which is subject to change. In the event of a client having a complaint about our services we will do our best to resolve that complaint promptly and to the client's satisfaction. However if we are unable to do so, the client may have the right to complain to the Financial Ombudsman Service. Further information can be found on the Financial Ombudsman Services's Website at www.financial-ombudsman.org.uk.