Walker Crips Wealth Management

Independent Financial Adviser  Apollo House, York, North yorkshire, YO31 7RE
First meeting at adviser's own cost
Helping you make the most of your money, plan for the future and protect what you already have.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Stockbroking services
Response rating
9.5/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Dominic Martin
Managing Director

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

Oliver Smyth Dip PFS
Wealth Consultant

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

Katie Machin FPFS
Chartered Wealth Consultant

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assesses an understanding of group risks, including the operations of such schemes and their features and taxation.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

Accreditations
Chartered Financial Planner
Simon Cowley Chartered FCSI
Wealth Management Consultant

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

This Diploma covers Regulation, Ethics, Investment Principles, Risk and personal Taxation. Specialist units cover advising in Securities, Derivatives and Packaged Products.

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

Tim Clasper APFS
Wealth Management Consultant

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

Accreditations
Chartered Financial Planner
Julie Rossington
Wealth Consultant

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
Tim is a very knowledgeable and professional individual who has recently provided me with some pension planning advice, both for myself and my newly formed business. I was particularly impressed with Tim’s application of current pension legislation to my personal circumstances, providing meaningful insight into how my financial affairs are organised and benchmarked my current investments against various indices. He provides sound pragmatic advice for worthwhile investment changes around lifestyle choices whilst managing risk. I would have no hesitation in recommending him
Ian Hutchinson, Birmingham
Tim is a highly intelligent and qualified financial advisor. He's an expert in pensions and gave me clear and concise advice concerning my insurance arrangements. Upon his recommendation, my requirements were fully met and I was satisfied with the level of clarity and professionalism he brought to the proceedings.
Tom Smallwood, Newcastle
Simon listens to what you are looking to achieve, and set in place a strategy to achieve the level of income I need to retire. We are fairly early on in this journey but I feel reassured by the intital and ongoing service from Simon, and the progress of my retirement planning. He has been in touch regularly, and especially when anything has changed.
Sandra Scott, Durham
Simon became my advisor due to the previous one retiring. I've always found financial advise complicated and confusing but since I have been with Simon he has explained the jargon to me in a manner that has given me a better understanding and also I can ask Simon questions and not feel intimidated. His answers are explained in a non judgemental way. I have been kept informed of any ongoing matters which is refreshing and reassuring that Simon is working for my various accounts.
Christine Davitt, Selby
About us

As part of the Walker Crips Group, we’re proud to have been providing our clients with expert financial advice since 1914. Having been there for them through wars, world events and economic turmoil for over 100 years, we understand that people want financial advice they can trust to help them through the good times as well as the bad. Today, we have offices and professionals all over the UK, together with the tools to provide peace of mind that you and your loved ones are protected financially, both now and in the future.

Our services

Wanting to save for your children’s education? Planning for a comfortable retirement? Or just worried that you’re paying too much tax? Whatever your needs or concerns, we understand how important it is to have complete confidence in your finances with the help of independent financial advice you can trust. At Walker Crips Wealth Management our financial advisers are highly qualified and fully independent, which means that you’ll always receive clear and straightforward advice that’s right for you. Please call <phone number hidden> today to arrange your Free Consultation.

Where to find us

Apollo House, Eboracum Way, North Yorkshire, York, YO31 7RE

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.5/10
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FCA authorised
Last authorised 17th February 2020

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