Investment Management

A wide range of services where you can choose your level of involvement in managing your investments. You can make all the investment decisions yourself and simply give us your instructions, you can access our expert advice for your portfolio or entrust the decisions to your dedicated investment managers.

As an independent investment manager, not tied to any funds, products or large institutions, we offer you transparency and flexibility to ensure that your objectives are met efficiently and successfully.

About us

Making investment rewarding

Our philosophy

At Walker Crips, our mission is to make investment rewarding for our clients, our shareholders and our staff, and give our customers a fair deal.

We support our investment managers and our staff by being a technology driven financial services company.

Our values

Founded on traditional values of integrity, courtesy, fairness and loyalty, we have maintained these ideals and remain committed to serve our clients and to deliver good customer outcomes.

Our expertise

Walker Crips provides a range of financial products and services to our customers; namely investment management, financial planning, pensions, share dealing and structured investments.

We also leverage our technological competence by delivering cloud-based regulation technology solutions to the financial services industry through our FinTech company, EnOC Technologies.

Client testimonials

“I fully recommend their professional approach and have done so to others. I have found the whole team in York to be excellent."
Mr Blunt, Private Investor
“I have always dealt with Chris Kitchenham. I have a Discretionary/Bespoke medium risk capital growth portfolio. Whilst the growth of my portfolio is very important to me, the relationship is also very important. I have an enjoyable open and rewarding relationship with Chris and many things are discussed. Chris always picks up the phone or rings back, sharing ideas and presenting concepts which I enjoy. He has developed a plan for me recognising my overall risk and ambitions that I am happy with. The plan has assets across most major categories. Chris is very well aware of all the numbers in considerable detail. In my experience Chris provides a sound all round straightforward service with no hype. I continue to use and am happy with the service and experience provided.”
JG, Private Investor
“All I can say is that I am very satisfied with the service I receive at Walker Crips in the York office and extremely happy with my investment manager's handling of my financial affairs.”
Miss Dunnington‐Jefferson, Private Investor
“I have been a client of Walker Crips for many years. They have looked after our Family Trust with enormous care, singular creativity and balance. One of the significant features of the relationship has been their attention to close contact, giving us a sense of their presence and interest in us as clients. This also in terms of their investment approach, and allocation strategies. I have also been impressed and grateful for their competences in running our portfolio, where their attention and foresight has proved very successful.”
AM, Chair of Charitable Trust
“… very profesional and very approachable. I have been more than happy with Wesley looking after my finances.”
Mrs Martin, Private Investor
“Why did I choose WCIM [Walker Crips Investment Management]? I did not have the time or capability to manage my own investments and needed a good place ‐ WCIM were the investment manager of a trust I became a trustee of and I liked what they did so I thought I’d make use of them for my own benefit. That was some 20 years ago. What do I like about it? Well, the human interaction is just what I need ‐ accessible and more importantly, friendly and helpful. Chris Kitchenham looks after me and understands what I am looking for. Also, the online account does what I’d expect it to do and more.”
CE, Former CEO of FTSE 250 Company and Private Investor
“Over the last 11 years he [Wesley Coultas] has done wonders with my portfolio.”
Mr Butcher, Private Investor
“I have always been happy with the level of performance in the portfolios which Chris manages for me. All in all, I am very happy with Chris and whenever we have a review meeting, I come away feeling that not only are the funds well managed but in addition I have learned something new about the investments themselves.”
GJ, Trustee and Solicitor
“Excellent personal service.”
Mr Johnson, Private Investor
“Walker Crips’ excellent financial service has provided peace of mind for me and my family over many years. Although, this business has developed and grown over this time period, it has continued to support its longstanding private clients. Ensuring continuity of care with strong personal relationships and embedded communication systems. Chris Kitchenham has given clear and effective advice on individual investments as well as the overall asset structure of my portfolio, in line with my overall financial objectives, attitude to risk and financial market developments. For more than a decade, Chris has provided portfolio performance; meeting expectations and managing all risks. This has been achieved through extensive, insightful knowledge of financial markets and considerable skill and wide experience in trading a range of stocks and shares. As an established City organisation that uses competitive advantage to maximise the service to clients, Walker Crips offers long term relationship service to all with ambitious and measured investment objectives.”
LA, Private and SIPP Investor
“...a friendly, helpful yet professional approach”
Ms. Warner
“...understood my needs perfectly and provided peace of mind knowing my family and business are protected for the future.”
Mr. Olley
“Excellent service on my pensions to provide a clear roadmap to retirement.”
Mr. Chilton
“...made some brilliant suggestions for a new life insurance policy, all of which we went with."
Mr. Woodcock

Our people

Wesley Coultas
Director, Private Clients

Chris Darbyshire
Chief Investment Officer

Wendy Eastwood
Managing Director, Pensions

Chris Kitchenham
Director, Private Clients

Dominic Martin
Managing Director, Financial Planning (York)

Geoff Wright
Managing Director, Financial Planning (London)

James Chalmers-Smith
Head of Group Risk

Glenn Cooper
Chief Operations Officer

Sanath Dandeniya
Group Finance Director

Chris Darbyshire
Chief Investment Officer

Wendy Eastwood
Managing Director, Pensions

James Hiett
Head of Group Compliance

Valentina Kang
Head of Group HR

Sean Lam
Group Chief Executive & Chief Technology Officer

Dominic Martin
Managing Director, Financial Planning (York)

Geoff Wright
Managing Director, Financial Planning (London)

Our history

1914
Founding

1914

The stockbroking firm of Weddle Beck & Company was formed in June 1914 by Dudley Weddle and Gerald Beck, two months before the start of the first World War. During the war, Gerald Beck, unfortunately, passed in service of his country, leaving the business in the hands of his colleague and friend Dudley Weddle.

1920s

In the early days of the firm a brisk arbitrage business was conducted with Paris and there was a business venture with the joint stock banks consisting of Barclays, Lloyds, Midland and National Provincial Banks.

1920s
Early Years
1930s
Wartime

1930s

In 1933, Walker Crips acted as official stockbrokers to a number of established companies brought to the Stock Exchange for quotation. Amongst the established companies were well-known enterprises Westland Aircraft and Weyburn Engineering, as well as pottery manufacturers, steel makers, timber merchants and clothing makers. Throughout wartime, the business was shepherded by Dudley Weddle as senior partner, and John Roper, W.F.M. Sedgwick and Norman Weddle as partners. Major Norman Weddle defended British territory for the duration of the war as a Battery Commander.

1960s

After decades of friendship, the firm’s founding partner Dudley Weddle merged Weddle Beck and Company with Walker Crips, the firm of his fellow stockbroker and friend. The amalgamation of the two firms was effected on 28th November 1966.

1960s
Merger
1996
Listing

1996

Admitted to the London Stock Exchange as a fully listed plc.

2001

Acquisition of Keith, Bayley, Rogers & Co stockbroking business.

2001
Acquisition
2002
Acquisition

2002

Acquisition of Southard Gilbey McNish & Co.

2005

Acquisition of London York Group providing financial planning and pension management services.

2005
Acquisition
2015
Acquisition

2015

Acquisition of Barker Poland Asset Management discretionary, advisory and financial planning business.

2020

Acquisition of clients from Yorkshire-based IFA, Mark Heap.

2020
Acquisition
Present
Today

Present

Today, Walker Crips Group PLC is a public limited company, listed on the London Stock Exchange. After more than a century, Walker Crips’ core value remains unchanged; to serve our clients and to deliver good customer outcomes.

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