Target Audience

This website is intended for use only by investors who are resident in the UK and by financial advisers only. In particular, this website is not for use by residents of the United States of America, or other US persons (as defined in the Securities Act 1933).


Information on this site has been obtained from sources which we believe to be accurate but cannot be guaranteed. Whilst all reasonable care has been taken to ensure the facts stated and any opinions expressed are fair, no member (staff or Account Executive) of the Walker Crips group (the Group) shall in any way be responsible for the site contents. Prices are factual details and are deemed to be correct at the time of publication but may change subsequently.

Fluctuations in the rate of exchange may have an adverse effect on the value, price or income of non-sterling denominated investments. Walker Crips Group plc, its associates, employees and/or clients may own or have a position in securities referred to on this website or may have provided advice or investment services in relation to any such security.

Nothing on this website is intended to exclude or restrict any duty or liability which the authorised and regulated subsidiaries of the Walker Crips Group plc may have under the Financial Services and Markets Act 2000 (or any replacement legislation) or the rules and regulations for the conduct of business made thereunder.

For the purposes of the Financial Services and Markets Act 2000 this website has been approved by Walker Crips Investment Management Limited which is authorised & regulated by the Financial Conduct Authority.

External Links

This site may contain links to and from third parties. We do not accept any responsibility for information contained within such third party sites. The information and services offered within these third party sites have been produced by companies independent of the Group. These companies may not be authorised nor regulated by the FCA. Any information, views or opinions obtained from these sites, via links from the Walker Crips website, are solely those of the relevant provider and not necessarily shared by the Group. Reference to or any reliance on, information provided by external websites shall be entirely at your own risk.

Non-offer, Non-Recommendation

This website is solely for the provision of information and does not constitute an offer to buy nor to sell any stock, share or any other product mentioned herein. No advice is given nor implied. This website serves only to help clients (or prospective clients) to make their own investment decisions. Accordingly, it may not be suitable for all users and does not constitute a personal recommendation to invest.

You should seek your own professional advice as to the suitability of any such investment or service before you enter into any transaction.

Past Performance

Past performance is not necessarily a guide to future performance. The value of investments and the income from them can fall as well as rise and investors may get back less than they originally invested. In the case of higher volatility investments, these may be subject to large or sudden falls in value. All estimates and prospective figures are forecasts and cannot be guaranteed. Price forecasts are not guaranteed. If you have any doubts as to the suitability of this service you should seek advice from your personal investment adviser.

Taxation Matters

Matters relating to levels and basis of tax relief are based on our current understanding of current tax legislation. Walker Crips are not specialist tax advisers and you should seek specialist advice regarding your personal tax situation and the consequences any investment decisions may have on your personal circumstances.

Regulatory Information

Walker Crips Group plc (Registered in England. Registered number: 1432059 Registered Office: Old Change House, 128 Queen Victoria Street, London, EC4V 4BJ) incorporates the following companies.

Walker Crips Investment Management Limited. Registered in England. Registered Number: 4774117. Registered Office: Old Change House, 128 Queen Victoria Street, London, EC4V 4BJ. Authorised and regulated by the Financial Conduct Authority. Member of the London Stock Exchange. FCA number: 226344

Walker Crips Wealth Management Limited. Registered in England. Registered Number: 3790291. Registered Office: Apollo House, Eboracum Way, York, YO31 7RE. Authorised and regulated by the Financial Conduct Authority. FCA number: 114778

Walker Crips Pensions is a trading name of Ebor Trustees Limited. Ebor Trustees Limited is registered in England. Registered Number: 351426. Registered Office: Apollo House, Eboracum Way, York, YO31 7RE. Authorised and regulated by the Financial Conduct Authority. FCA number: 462002

Walker Crips Structured Investments, Walker Crips Alternative Investments and Walker Crips Investment Management are trading names of Walker Crips Investment Management Limited.

Stewardship code – Disclosure Statement

Under Rule 2.2.3R of the FCA's Conduct of Business Sourcebook regulated firms that manage investments for institutional clients are required to disclose by a statement on their website the nature of their commitment to The Stewardship Code ("the Code").

The Code, which has been published by the Financial Reporting Council, sets out principles for institutional investors in relation to their engagement with the companies in which they have invested. The FCA's regulations oblige any firm subject to the rules to publicly disclose the nature of its commitment to the Code, or where it does not commit to the Code, its alternative approach.

Walker Crips Investment Management’s investment strategy is, in general, such that the firm does not consider it to be appropriate for it to engage directly with companies in which it invests or to actively vote on resolutions at meetings of shareholders. The basis on which the firm manages investments for institutional clients is such that engagement would not be beneficial for those clients and the firm does not consider that engagement with management is expected by our institutional clients.

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.