May 8, 2024

Walker Crips Financial Planning celebrates rapid growth and national expansion

Walker Crips Financial Planning has experienced a remarkable journey of expansion and growth over the past two years. From its beginnings in York, Walker Crips Financial Planning has evolved to provide nationwide coverage, boasting a 12-strong team of financial planners servicing key regions across the UK.

Since its inception, Walker Crips Financial Planning has been dedicated to providing unparalleled independent financial advice and support to individuals, families and business owners. Today, the company is able to provide extensive coverage across the UK, with teams strategically positioned in the North, London and East Anglia, the Midlands, Solent and the South West.

Key to Walker Crips’ success has been its commitment to building a team of dedicated professionals. With over 200 years of combined industry experience, the financial planning team is equipped to guide clients through every stage of their financial journey.

The company's rapid expansion is evidenced by several significant milestones:

  • Solent Office Opening: In February 2022, Walker Crips Financial Planning expanded its reach into the South of England with the opening of its Solent office in Fareham, Hampshire. Led by Nick Lee and Charles Cavendish, the Solent team brings over 35 years of combined experience to the firm, further solidifying the company’s presence in this key market.
  • Rebranding to Walker Crips Financial Planning: In April 2023, the company underwent a rebranding to Walker Crips Financial Planning (formerly Walker Crips Wealth Management) to better reflect the comprehensive range of financial planning services provided. This transition symbolises a continued commitment to offering tailored solutions to clients nationwide.
  • Expansion into New Regions: Building on the success of the new Solent office, the team welcomed Matthew Crawshaw and Kaz Dev in September 2023, expanding the company’s presence into the Midlands and the South West. With their extensive experience and dedication to client success, Matthew and Kaz are instrumental in driving growth in these regions.
  • Expansion into London and the Home Counties: Most recently, Walker Crips Financial Planning welcomed Joanne Crewe and Paul Gooch to spearhead expansion into London and the Home Counties. With over 50 years of combined experience, Joanne and Paul bring a wealth of expertise to the team, further strengthening the commitment to delivering exceptional client service.

Dominic Martin, Managing Director of Walker Crips Financial Planning, commented:

"Our rapid growth and national expansion are a testament to the dedication and expertise of our team. We remain committed to providing tailored financial solutions that empower our clients to achieve their goals."

With £400 million in Assets under Advice (“AUA”), 750 clients and a growing team of financial planners, Walker Crips Financial Planning looks forward to continuing its journey of growth and success, delivering excellence in financial planning services to clients across the UK.