Walker Crips Group plc

Overview

Walker Crips Group plc is a UK-based financial services company offering a range of investment management, stockbroking, and financial advisory services. Their investment management services include discretionary bespoke and model portfolios, advisory managed and dealing, and inheritance tax relief and gilt portfolios. Financial planning services encompass wealth management, life insurance, inheritance tax and pension arrangements, retirement and estate planning, and investment advice. They also provide self-invested personal pensions and small self-administered schemes; structured investments; and execution-only telephone share dealing, stocks and shares individual savings accounts, and nominee and custody services. The company operates in three segments: Investment Management, Financial Planning & Wealth Management, and Software as a Service (SaaS). Walker Crips Group plc was founded in 1914. The company is listed on the London Stock Exchange under the ticker symbol WCW. The company employs approximately 235 people and is led by CEO Kin Lam. Walker Crips Group plc is authorized and regulated by the Financial Conduct Authority (FCA), reference number 226344, and is a member of the London Stock Exchange. The value of investments can fall as well as rise, and investors may get back less than invested. Past performance is not a reliable indicator of future results.

Investment Focus

• Investments must be in GBP
• Investments must comply with UK financial regulations

Portfolio Companies