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
19th August 2019
Helping you make the most of your money, plan for the future and protect what you already have.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
Meet our advisers
Simon Cowley Chartered FCSI
Wealth Management Consultant
Tim Clasper APFS
Wealth Management Consultant
Accreditations
Chartered Financial Planner
Dominic Martin
Managing Director
Katie Machin FPFS
Chartered Wealth Consultant
Accreditations
Chartered Financial Planner
Oliver Smyth Dip PFS
Wealth Consultant
Julie Rossington
Wealth Consultant
What our clients say
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
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
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
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
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
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000

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