Walker Crips Wealth Management

Independent Financial Adviser  Apollo House, York, 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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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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Critical illness
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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
9.0/10
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FCA authorised
Last authorised 8th August 2022
Meet our advisers
Mr Charles Cavendish
Associate Director

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.

Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.

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 investments and the management of investment portfolios.

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

Accreditations
Chartered financial planner - individual adviser accreditation
Mr Nick Lee
Regional Director

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

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 assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

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.

Mr Dominic Martin
Managing Director

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.

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

What our clients say
I feel really fortunate to have had Charles Cavendish advising me and guiding my personal pension savings and investments over 10 years and achieving all my goals for decent income in retirement. Excellent service - his approachability, depth of knowledge and understanding has always given me trust and confidence, which is so important.
Gordon, Fordingbridge, November 2021
Charles Cavendish has been my financial advisor for a number of years. When I have any questions/queries he has always given me the best advice on my financial affairs and continues to do so. He always responds so promptly too which is great… I hope we will continue to work together for many years to come.
Diane, Hook, Hampshire, November 2021
I would like to express my gratitude to Charles for the work you have done for me over the past years. The expertise and attention to detail with which you have handled the financial affairs could not be faulted. Particularly reassuring to me the feeling of certainty in the absolute integrity of your dealings with you. Your continual advice on financial planning issues has shown great passion, knowledge and a genuine interest in achieving the best for clients, is what makes a truly professional Financial Planner Adviser. Charles had this and more. His dedication to clients, business excellence and education sets him apart and I would highly recommend him to anyone wanting to achieve better financial outcomes. May you prosper, along with your clients,
Annabella, Southampton, November 2021
My wife and I have known Charles Cavendish for some years and have benefitted greatly from the service he has provided to us, so much so that we didn’t hesitate to follow him from his previous firm to Walker Crips. He has helped us in particular. with excellent pension advice and ISAs for ourselves and our grandchildren. Charles combines a friendly face with an efficient, reliable and well-informed approach to his work. We have great confidence in him and would be happy to recommend him and the firm he works for to others.
Jonathan, London, November 2021
Charles has been working with me to keep track of my finances for several years. He has particularly helped “demystify” pensions for me, an area that seems unnecessarily complex, especially when you inherit a pension fund from a spouse and the rules become even more surprising! Charles has a knack of making sure you understand everything he is presenting, has unlimited patience and is extremely responsive. I have found his expert guidance invaluable over the years.
Trudi, Marchwood, November 2021
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
Head office address: Apollo House, Eboracum Way, York, YO31 7RE
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
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
9.0/10
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FCA authorised
Last authorised 8th August 2022

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