Set in the outskirts of the county town of Northampton the office was established in 1999 and became part of the Walker Crips Group in April 2013.
We specialise in assisting individual private clients and small companies with multiple aspects of their financial planning. This combines Pre and Post Retirement planning to include both wealth-creation for those not yet retired and sustainable income for those clients who have retired.
Developing a strong relationship with our clients is absolutely key. We endeavour to understand your lifestyle, as well as your personal goals and objectives, enabling us to appropriately advise you along the way.
Please call us on 020 3100 8122 should you have any questions or would like to discuss a service that would be most appropriate for you.
Peter has worked in the Financial Industry for over 40 years. Initially specialising in personal Tax matters for HMRC and then Corporate Pensions for around 25 years. In 1999 he moved into stockbroking and, after spells with W H Ireland and Fyshe Horton Finney Ltd, joined Walker Crips in April 2013. Peter specialises in private client work, especially the investment side of SIPPs and SSASs and is an avid Northampton Saints Rugby supporter.
Simon joined Walker Crips Investment Management in September 2013 after completing a business course at College. He then moved to our Romford Office on a one year Apprentice programme. Upon completion he moved to our Northampton Office to assist his father and also spends time in our Birmingham Office, where he is predominantly involved with helping the Investment Management team. Simon has a Chartered Institute for Securities & Investment (CISI) Level 4 Investment Advice Diploma, and is studying towards his Private Client Investment Advice & Management (PCIAM) qualification.
Avon Cottage, Butchers Lane Boughton, Northampton, NN2 8SH
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.