Walker Crips Wealth Management

We are a focused independent financial services provider. We know how important it is to provide financial advice that’s right for you and that you can trust.

During our discussions with you, we’ll get a better understanding of where you currently are, where you’d like to be in the future, and what requirements you may have on the way. This will be your financial roadmap.

Our professional advice gives you value for money, plain and simple. We are unconstrained from any product provider; so we can help you to find the most suitable financial product available, from a sufficiently diversified range.

As part of the Walker Crips Group, we’re proud to be a part of a company that’s been providing clients with financial advice since 1914. Our clients trust us to look after their needs and guide them through all the financial issues that life throws their way. We provide our clients with a service that delivers peace of mind that you and your loved ones are protected financially, both now and in the future.

There is no cost or obligation at our first meeting, and at that meeting we will detail all future charges before we commence working for you.

We provide help and guidance on a full range of financial planning issues including:

  • Life assurance, critical illness and income protection plans to protect you and your loved ones
  • Pre-retirement planning to ensure you are in control of how long you work for
  • At-retirement advice to ensure you choose the right option for you, not the product provider
  • Lump sum investments to put your hard-earned capital to work and secure your future income
  • Regular savings plans to give you a tax efficient nest egg in the future
  • Inheritance tax and estate planning
  • Auto-Enrolment Workplace Pensions for our Corporate clients along with other employee benefits including Group Schemes

Why choose us?

  • Over 100 years experience
  • Award winning financial planning specialists
  • Offer holistic & personalised financial plans
  • Industry leading customer satisfaction rating

Contact us

York Office
Apollo House
Eboracum Way
YO31 7RE
01904 544 300

Inverness Office
2 Ardross Street
020 3100 8109

Wymondham Office
3 Church Street
NR18 0PH
020 3100 8113

(Mon-Fri: 8.30am-5.30pm)

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.