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 joined our back office for a one year apprentice programme. Upon completion he moved to the 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 managing & maintaining client portfolios as well as researching & analysing investment opportunities. Simon is a Chartered member of the CISI (Chartered Institute for Securities & Investment) having passed both the Investment Advice Diploma and the Private Client Investment Advice & Management qualification.
Avon Cottage, Butchers Lane Boughton, Northampton, NN2 8SH
Investors should be aware that past performance is not a reliable indicator of future results and that the price of shares and other investments, may fall as well as rise and the amount realised may be less than the original sum invested.
Walker Crips Group plc (Old Change House, 128 Queen Victoria Street, London EC4V 4BJ), registered in England, registered number 1432059, incorporates the following companies which are authorised and regulated by the Financial Conduct Authority: Walker Crips Investment Management Limited registered in England number 4774117 member of the London Stock Exchange, Walker Crips Wealth Management Limited registered in England number 3790291, Ebor Trustees Limited registered in England number 3514268, Barker Poland Asset Management LLP registered in England and Wales number OC341149.