Walker Crips Wealth Management

Independent Financial Adviser  Apollo House, York, YO31 7RE
First meeting at adviser's own cost
We know your goals & life journey are unique to you so we never take a one-size-fits-all approach to providing advice. It is important to us to provide advice which can be trusted & on the matters that are central to you, your family & even your busines
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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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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Group income protection
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Group life insurance
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Stockbroking services
Meet our advisers
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.

Mrs Julie Rossington
Wealth Management Consultant

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

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.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

Mr Scott Heslin
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.

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 investments and the management of investment portfolios.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

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

ACSI membership of the CISI, and denotes commitment to professionalism. It is awarded to those with a suitable combination of qualifications and experience.

This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement

Mr Graham Knott
Wealth Management Consultant

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

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 James Bonarius
Chartered Financial Planner

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 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 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 Scott Palmer
Chartered Financial Planner

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

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Accreditations
Chartered financial planner - individual adviser accreditation
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
I contacted Graham as I was due to retire and wanted to discuss and understand the options for my various pensions. After reviewing the information I gave him, Graham made his recommendations and confirmed the benefits in detail with some ideas on how to manage my retirement income that I was not aware of. He provided me with cash flow charts that gave me comfort in the knowledge I could take a lump sum and a monthly income with the tax liability being kept to a minimum and ensuring I would have enough funds for at least 25 years. Graham was knowledgeable, friendly and explained everything carefully. Consequently I felt relaxed in the knowledge my pension investments are being managed in a very professional way to benefit my retirement income. I would have no hesitation in recommending Graham to my friends and family to ask him for his advice.
Martin, Solihull, November 2021
About us

As part of the Walker Crips Group, which has been in existence since 1914, we’re proud to have been providing our clients with expert financial advice for over 35 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 throughout the country with our main office based in the city of York. At Walker Crips Wealth Management our financial advisers are highly qualified and independent which means that you’ll always receive clear and straightforward advice that’s right for you. We will provide peace of mind that you and your loved ones are protected financially, both now and in the future. We aim to build, protect and plan your wealth.

Our services

At Walker Crips Wealth Management we can advise on a whole range of services. Do you want to know where to invest your savings, are you worried about IHT, do you want to save for your children’s education, do you want to plan for a comfortable retirement or are you 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. We offer an ongoing service where we provide an annual review meeting to update and monitor any changes or we can provide a one off transactional service. The choice is yours.

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

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