Walker Crips, the Investment and Wealth Management group, has further developed its wealth management offering with the appointment of Katie Machin, Chartered Financial Planner, to its York office.
Katie joins with more than 11 years’ experience of advising clients on protection, pensions, investments and Inheritance Tax planning. Katie was previously a financial adviser at NFU Mutual for over 8 years’.
Walker Crips Wealth Management in York is expanding its team in order to help clients in Yorkshire and the surrounding areas plan for their futures. The company believes that financial planning has never been so important with changes such as the increase in ISA allowance and the sweeping new pension rules which take effect in April 2015.
David Hetherton, CEO, Walker Crips Wealth Management says:
“Katie trained with us over 11 years ago and we now welcome her back at an opportune time of significant expansion for us fuelled further by the upcoming new pensions freedoms. Katie will no doubt prove to be a valuable addition to our expanding team in Yorkshire.”
Katie Machin says:
“I am delighted to have re-joined the team at Walker Crips in York and believe that the experience and qualifications I have gained will prove to be beneficial to their new and existing clients.”
Roland Cross / Gareth David / Aramide Debo-Aina
Tel: +44 (0)20 3697 4200