Walker Crips Financial Planning expands further with two new appointments

15 November 2023

Walker Crips Financial Planning Limited announces the appointments of two highly experienced financial planners, Joanne Crewe and Paul Gooch, to its team. Joanne and Paul have joined the company to spearhead the expansion of Walker Crips Financial Planning into London and the Home Counties.

With a combined experience of over 50 years advising clients, Joanne and Paul have a rich background in financial planning. Joanne, who spent 23 years advising clients at Pannells Financial Planning Ltd before its acquisition, is excited about the opportunity to provide independent and bespoke financial advice that places the client at the centre of the process.

She stated: "Joining Walker Crips Financial Planning allows us to continue our dedication to client-centred financial planning, helping individuals and families achieve their financial goals. It’s a great time to be joining the company at this exciting stage in its growth."

Paul, who spent two decades advising clients and being part of the senior leadership team at Pannells Financial Planning Ltd, shares Joanne's commitment to providing exceptional client service and truly independent financial planning.

He commented: "We believe in a holistic approach to client planning, which aligns perfectly with Walker Crips Financial Planning's values. Our focus is on developing long-term client relationships built on mutual trust and transparency, with the aim of adapting financial plans to cater for changes in both personal circumstances and wider goals."

Dominic Martin, Managing Director of Walker Crips Financial Planning, expressed his enthusiasm for the expansion and the addition of Joanne and Paul, stating: "The appointments of Joanne and Paul are strategically significant as we continue our national expansion. They both have extensive experience and proven track records in the industry, making them valuable additions to Walker Crips. Their drive and dedication to achieving client success will greatly contribute to the growth of our business."

Joanne and Paul's appointments come as Walker Crips Financial Planning seeks to further expand its national footprint, building on the success of previous expansions in the Midlands and South West in the past 12 months which has seen the firm’s adviser headcount double. The company is committed to providing tailored financial solutions that empower clients to achieve their financial goals while maintaining a strong focus on client-centred service.

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