Investment Management

A wide range of services where you can choose your level of involvement in managing your investments. You can make all the investment decisions yourself and simply give us your instructions, you can access our expert advice for your portfolio or entrust the decisions to your dedicated investment managers.
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As an independent investment manager, not tied to any funds, products or large institutions, we offer you transparency and flexibility to ensure that your objectives are met efficiently and successfully.

Consumer Duty

Please check this page regularly, as documents may be updated from time to time

For information on the Target Markets for our services and the outcome of our Fair Value Assessments, please refer to the documents below. If you have any questions, please speak to your usual Walker Crips contact.

Walker Crips Investment Management
Adobe PDF Icon Discretionary Bespoke Portfolio Management Service - Fair Value Assessment & Target Market Information
Adobe PDF Icon Discretionary Model Portfolio Service - Fair Value Assessment & Target Market Information
Adobe PDF Icon Discretionary IHT AIM Portfolio Service - Fair Value Assessment & Target Market Information
Adobe PDF Icon Discretionary Gilt Portfolio Service - Fair Value Assessment & Target Market Information
Adobe PDF Icon Advisory Managed Service - Fair Value Assessment & Target Market Information
Adobe PDF Icon Advisory Dealing Service - Fair Value Assessment & Target Market Information
Adobe PDF Icon Execution Only Share Dealing Service - Fair Value Assessment & Target Market Information
Adobe PDF Icon Structured Investments Service - Fair Value Assessment & Target Market Information
Adobe PDF Icon Structured Deposits Service - Fair Value Assessment & Target Market Information
Adobe PDF Icon Cash ISA - Fair Value Assessment & Target Market Information
Adobe PDF Icon Stocks & Shares ISA - Fair Value Assessment & Target Market Information
Adobe PDF Icon Junior ISA - Fair Value Assessment & Target Market Information
Adobe PDF Icon Probate Valuation Service - Fair Value Assessment & Target Market Information
Walker Crips Financial Planning
Adobe PDF Icon Ongoing Annual Adviser Service - Fair Value Assessment & Target Market Information
Adobe PDF Icon Defined Benefit Transfer Advice Service - Fair Value Assessment & Target Market Information
Walker Crips Pensions
Adobe PDF Icon Walker Crips SIPP - Fair Value Assessment & Target Market Information
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© Copyright 2025 Walker Crips Group plc. All rights reserved.
Walker Crips Group plc, incorporates the following companies which are authorised and regulated by the Financial Conduct Authority: Walker Crips Investment Management Limited reference number 226344 and member of the London Stock Exchange, Walker Crips Financial Planning Limited reference number 114778, Ebor Trustees Limited reference number 462002, Barker Poland Asset Management LLP reference number 499311.
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Walker Crips Group plc is registered in England and Wales, number 1432059. Registered office: 128 Queen Victoria Street, London EC4V 4BJ. Walker Crips Investment Management Ltd is registered in England and Wales, number 4774117. Registered office: 128 Queen Victoria Street, London EC4V 4BJ. Walker Crips Financial Planning Ltd is registered in England and Wales, number 3790291. Registered office: Apollo House, Eboracum Way, York, England, YO31 7RE. Ebor Trustees Ltd is registered in England and Wales, number 3514268. Registered office: Apollo House, Eboracum Way, York, England, YO31 7RE. Barker Poland Asset Management LLP is registered in England and Wales, number OC341149. Registered office: 128 Queen Victoria Street, London EC4V 4BJ.

The value of investments can fall as well as rise. Investors may get back less than invested. Past performance is not a reliable indicator of future results.

The value of investments can fall as well as rise. Investors may get back less than invested.

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