23 February 2023
Walker Crips Wealth Management Limited is changing its name to Walker Crips Financial Planning Limited from 6th April 2023.
We believe that this new name better reflects the full range of financial planning services our team of highly qualified financial planners can offer clients as they look to achieve their short, medium and long-term financial goals.
Walker Crips Financial Planning will provide financial advice to individuals, businesses and trusts. The division is part of the wider Walker Crips Group, and offers services in cash flow planning, pensions planning, inheritance and estate planning, tax planning, business protection and investment advice. Walker Crips Financial Planning currently has two regional offices offering services to the North from our York base, whilst clients in the South are catered for by our Solent team.
Whilst our name will be changing, our legal and regulatory status, company registration number, registered office, telephone numbers, and other contact details will all remain unchanged. The service we provide to our clients will be unaffected by this change and any existing agreements or contracts will remain unaltered, with corresponding obligations and rights assumed under our new name.
Dominic Martin, Managing Director of Walker Crips Wealth Management, says:
“We are excited to re-brand Walker Crips Wealth Management as Walker Crips Financial Planning. We believe this new name will assist clients in their understanding of the comprehensive range of financial planning services we provide. Raising the profile of our financial planning services throughout the country will enable us to help more individuals, families and businesses plan for their future in these uncertain times.”
You can read the full press release here.
Important Note
No news or research content is a recommendation to deal. It is important to remember that the value of investments and the income from them can go down as well as up, so you could get back less than you invest. If you have any doubts about the suitability of any investment for your circumstances, you should contact your financial advisor.
