Business Details
50+ Years
experience
Your Trusted Partner for Investment Management Solutions
Established in 1914, Walker Crips Group has built a legacy of delivering tailored financial solutions to private and institutional clients. As an independent investment manager, we prioritise transparency and flexibility, offering services ranging from discretionary portfolio management to structured investments and pension planning. Our client-centric philosophy ensures that every decision aligns with individual objectives, supported by a team of experienced professionals who combine traditional values with cutting-edge technology.With over a century of expertise, we maintain our commitment to serving clients with integrity, as evidenced by long-standing relationships and testimonials highlighting our responsive, personalised approach. Our regulatory compliance and FCA authorisation underscore our dedication to ethical standards, while our London Stock Exchange listing reflects our stability and market credibility.
Services
Investment Management
Financial Planning
Share Dealing
Structured Investments
SIPP & SSAS
Details
- Year established: 1914
Highlights and features
- We offer over 110 years of independent investment expertise with no ties to third-party products.
- Our client-centric approach ensures portfolios align precisely with individual risk profiles and goals.
- We combine traditional values with advanced technology for transparent, efficient service delivery.
- Our FCA authorisation guarantees adherence to rigorous regulatory and ethical standards.
- We maintain long-term client relationships through consistent performance and personalised communication.
Associations and certifications
- Financial Conduct Authority
What people say
Excellent service
Personalised approach
Longstanding trust
Responsive communication
Consistent performance
Services
Investment Management
Our discretionary and advisory investment services cater to clients seeking tailored portfolio solutions. We offer full transparency and flexibility, aligning strategies with individual risk profiles and financial objectives. With independent management unbound by third-party products, we ensure optimal decision-making for long-term growth.
Financial Planning
Personalised financial planning addresses retirement strategies, tax efficiency, and estate planning. Our advisers create bespoke roadmaps considering clients' unique circumstances, combining market expertise with comprehensive risk assessment to achieve sustainable financial security.
Share Dealing
Telephone and online share dealing services support self-directed investors. We provide efficient execution for clients comfortable making independent investment decisions, backed by our established market presence and regulatory compliance.
Structured Investments
Specialist structured products designed for professional intermediaries combine capital protection with growth potential. Our solutions undergo rigorous analysis to meet specific client needs while maintaining risk-adjusted returns.
SIPP & SSAS
We offer Self-Invested Personal Pensions and Small Self-Administered Schemes for individuals and businesses. These tax-efficient solutions provide control over retirement savings through diverse investment options and expert administration.
People
Wesley Coultas
Head of Investment Management
With extensive experience in portfolio management, Wesley leads our investment team, combining strategic oversight with hands-on client engagement to deliver consistent performance across market cycles.
Christian Dougal
Joint Group Chief Executive
Christian oversees group strategy and compliance, ensuring operational excellence while maintaining our founding principles of integrity and client-focused service delivery.
Geoff Wright
Managing Director, Financial Planning (London)
Geoff specialises in complex financial planning, helping clients navigate retirement strategies and tax-efficient wealth preservation with a focus on long-term client relationships.
Sean Lam
Joint Group Chief Executive
Sean drives technological innovation across our services, integrating digital solutions to enhance client experience while maintaining rigorous regulatory compliance standards.
Dominic Martin
Managing Director, Financial Planning (York)
Dominic provides expert financial planning advice, focusing on bespoke solutions for high-net-worth individuals and families across Yorkshire and beyond.
Questions
What investment services do you offer?
We provide discretionary portfolio management, advisory services, and execution-only share dealing tailored to individual risk profiles and financial goals.
Are you regulated by the FCA?
Yes, all Walker Crips entities are authorised and regulated by the Financial Conduct Authority under reference numbers 226344 and others.
How do you ensure client portfolio security?
We maintain strict compliance with regulatory requirements, use secure technology platforms, and provide transparent reporting for all client investments.
Can I access my investments online?
Yes, our Client Portal app allows secure 24/7 access to portfolio information, statements, and transaction history via mobile or desktop devices.
What pension solutions are available?
We offer SIPP and SSAS schemes with flexible investment options, specialist administration, and tax-efficient retirement planning strategies.
How are investment decisions made?
Decisions combine rigorous market analysis, risk assessment, and client-specific objectives, with regular reviews to ensure alignment with changing circumstances.
