It all starts with an initial meeting with you. We’ll identify how we can assist with your financial planning and advice requirements. This meeting is completely free.
Depending on your current situation and future aspirations, we’ll discuss a range of appropriate services, products, and costs to plan your wealth management roadmap.
At Walker Crips Wealth Management, we want to provide you with peace of mind and guarantee total transparency. We achieve this by producing a ‘Services and Fee Proposition’ – a signed document that lays out exactly what we will do for you and the scale of charges that will apply.
We are Independent Financial Advisers (IFA’s) and provide genuine ‘whole of market’ advice. This means that when we prepare our recommendations we consider the widest possible range of products from all available providers that meet our criteria for excellence.
We have no links, obligations or commitments, that constrain our freedom to offer you the very best advice and service.
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.