Wymondham

Set in the historical market town of Wymondham, Norfolk, we specialise in assisting individual private clients with multiple aspects of their wealth. This varies from Pre-Retirement wealth creation to Post-Retirement income, Long Term Care Planning and Inheritance Tax Planning.

Priding ourselves on a high quality and personal service we feel that developing a strong relationship with our clients is absolutely key. So we endeavour to understand our client’s lifestyle along with their immediate and future needs so we can most appropriately advise them.


Services

  • Wealth Management
  • Stockbroking
  • Investing and saving advice
  • Financial planning
  • Pre-retirement wealth creation
  • Post-retirement income management
  • Long-term care planning
  • Inheritance tax planning
  • Managing risk to maximise returns
  • Discretionary and advisory portfolios

We tend to work for clients with in excess of £100,000 of investable assets as this enables us to create a bespoke solution tailored specifically towards individual objectives while minimising risk and maximising returns.

However, we are happy to discuss the requirements of anyone needing financial planning advice. Call us or visit our offices for a friendly initial discussion.

Wymondham

3 Church Street, Wymondham, Norfolk, NR18 0PH

  • 020 3100 8113

Robert Ward

Robert Ward
Chartered Wealth Manager
  • 020 3100 8113

The office is managed by Robert Ward who has been working with clients in the Norfolk area for the past decade. Robert is personally qualified as a Chartered Wealth Manager and is a Fellow of the Chartered Institute of Securities and Investments (CISI). Chartered Wealth Manager is a designation awarded by the CISI to recognise senior members in the retail sector at the pinnacle of their profession.

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.