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.

Resource centre

Download forms, questionnaires or request a change of details

Click on the links below to download the required documents. If you need other documents or have any questions,
please contact the client services team on 020 3100 8880.

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Change of address
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Change of bank details
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Return of maturity proceeds

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Adviser network - terms of business
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FCA authorised firm - terms of business & due diligence questionnaire
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Appointed representative - due diligence questionnaire
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Walker Crips Structured Investments due diligence
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In specie transfer form (pension/platform)
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In specie transfer form (individual to individual)
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Contact us

Client services

[email protected]
020 3100 8880

Office address

Walker Crips Structured Investments
Old Change House
128 Queen Victoria Street
London
EC4V 4BJ

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© Copyright 2024 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: Old Change House, 128 Queen Victoria Street, London EC4V 4BJ. Walker Crips Investment Management Ltd is registered in England and Wales, number 4774117. Registered office: Old Change House, 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: Old Change House, 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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