York

Situated in the Historic City of York, a stone’s throw from the City Walls and overlooking the River Foss, the office was first established in April 1980 and became part of Walker Crips in April 2005. We work with a range of Private clients and small companies to provide specialist Wealth Management, Pensions Planning and Investment Advice.

Our focus on establishing a trusted relationship with you, to fully understand your needs, is the driving force behind our ‘Gold Standard’ level of service. With a large and experienced workforce, we offer an extensive range of services to suit your lifestyle, present requirements and future goals.


Services:

  • Wealth Management
  • Stockbroking
  • Financial Planning
  • Discretionary and
            Advisory managed Portfolios
  • SIPP & SSAS administration
  • Charities and Trusts
  • ISAs
  • Options & CFD trading
  • Intermediary Services

Please call us on 01904 544300 if you have any questions or would like to discuss a service that would be most appropriate for you.

York

Foss Islands House, Foss Islands Road, YO31 7UJ York

  • 01904 544300

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.