Walker Crips Wealth Management

Independent Financial Adviser Walker Crips Group Plc, Apollo House, Eboracum Way, North Yorkshire, York, YO31 7RE
First meeting at adviser's own cost
Response rating
10/10
FCA verified
10th June 2019
Helping you make the most of your money, plan for the future and protect what you already have.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Group pensions
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
Meet our advisers
Simon Cowley
Wealth Management Consultant
Dominic Martin
Investment Manager
Katie Machin APFS
Chartered Wealth Consultant
Accreditations
Chartered Financial Planner
Oliver Smyth Dip PFS
Wealth Consultant
adviser-person
Tim Clasper
Wealth Management Consultant
Julie Rossington
Wealth Consultant
Where to find us

Walker Crips Group Plc, Apollo House, Eboracum Way, North Yorkshire, York, YO31 7RE

Make an enquiry
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 today to arrange your Free Consultation.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0

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