How can we help you?

Three ways we help you build, manage and protect your wealth.

Investing built around you

A personal, managed approach to growing and protecting your wealth. Your dedicated investment manager takes the time to understand your goals and your attitude to risk, then builds and looks after a portfolio designed around them.

✔   A dedicated investment manager who knows you and your objectives
✔   Choose how involved you are, from fully managed to more hands-on
✔   Ongoing monitoring and reporting

Investing built around you

A personal, managed approach guided by a simple philosophy: protect your wealth first, then compound its growth over the long term. Your dedicated investment manager gets to know your goals and your attitude to risk, then builds and looks after a portfolio designed around them.

✔   A dedicated investment manager who knows you and your objectives
✔   Choose how involved you are, from fully managed to more hands-on
✔   Ongoing monitoring and reporting

A clear plan for the future you want

Expert financial planning to help you make confident decisions about your money, your retirement and your family's future. We take the time to understand what matters to you, then bring it together in a plan built around your life.

✔   Retirement, pension and later-life planning
✔   Tax-efficient saving, investing and estate planning
✔   Regular reviews to keep your plan on track as life changes

A clear plan for the future you want

Expert financial planning to help you make confident decisions about your money, your retirement and your family's future. We take the time to understand what matters to you, then bring it together in a plan built around your life.

✔   Retirement, pension and later-life planning
✔   Tax-efficient saving, investing and estate planning
✔   Regular reviews to keep your plan on track as life changes

Investments with defined outcomes

A range of investment plans offering defined returns linked to market performance. Every plan clearly outlines its return potential and performance criteria upfront, ensuring complete transparency for your client suitability and advice process.

✔ Developed and administered by our in-house team
✔ Engineered to deliver consistent, risk-defined and transparent outcomes
✔ Capital at risk and capital-protected plans available

Investments with defined outcomes

A range of investment plans offering defined returns linked to market performance. Every plan clearly outlines its return potential and performance criteria upfront, ensuring complete transparency for your client suitability and advice process.

✔   Developed and administered by our in-house team
✔   Engineered to deliver consistent, risk-defined and transparent outcomes
✔   Capital at risk and capital-protected plans available

Our history

Royal Exchange, September 1933

Walker Crips’ predecessors first bought and sold shares for clients on the London Stock Exchange in 1914, making it one of the City of London’s oldest independent companies.

After more than a century, our core value remains unchanged: to serve our clients and to deliver good customer outcomes.

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Our services and products

Financial Planning

We make day-to-day decisions to achieve the goals you have set us. Our attention is focused on your primary objectives so we can respond to market situations quickly and effectively, leaving you to stand back and manage your other priorities.

Financial Planning

We provide help and guidance on a full range of financial planning issues including:

  • Life assurance, critical illness and income protection plans
  • Pre-retirement planning
  • At-retirement advice
  • Lump sum investments
  • Regular savings plans aimed at tax efficiency
  • Inheritance tax and estate planning
  • Auto-Enrolment Workplace Pensions

Share Dealing

From investors wishing to buy or sell small numbers of shares to active and daily traders, we offer telephone and internet execution only services to provide quick and easy dealing for those comfortable making their own investment decisions.

Pensions

SIPP and SSAS services for individuals and companies.