How we work

It all starts with an initial meeting with you. We’ll identify how we can assist with your financial planning and advice requirements. This meeting is completely free.

Depending on your current situation and future aspirations, we’ll discuss a range of appropriate services, products, and costs to plan your wealth management roadmap.

At Walker Crips Wealth Management, we want to provide you with peace of mind and guarantee total transparency. We achieve this by producing a ‘Services and Fee Proposition’ – a signed document that lays out exactly what we will do for you and the scale of charges that will apply.

We provide independent advice on packaged retail investments, insurance products, (including, but not limited to: pensions, bonds, annuities, ISAs, and savings plans) and structured investment products only.

Recommendations are based on the assessment of a range of relevant and sufficiently diversified products, in both type and provider; working towards the goal of meeting your investment objectives.

We have no links, obligations, or commitments, that constrain our freedom in offering you the very best advice and service possible.

Why choose us?

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

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.