Walker Crips Group
Investment management, financial planning and SIPP/SSAS pensions for private clients and trustees in the UK
Highlights
- New on EvolcAdded 2026-10-28
About Walker Crips Group
Walker Crips Group offers investment management, in which a dedicated investment manager builds and monitors a portfolio around each client's goals and risk attitude. It also provides financial planning, structured investments with defined outcomes, and SIPP and SSAS pension services for individuals and companies. The group describes itself as an independent investment manager not tied to any funds, products or large institutions.
Its clients are private investors, families, trustees and charitable trusts, with advice also delivered through financial advisers. Group subsidiaries include Walker Crips Investment Management, Walker Crips Financial Planning, Ebor Trustees and Barker Poland Asset Management, each shown as authorised and regulated by the Financial Conduct Authority. The group also delivers cloud-based regulation technology through its FinTech company EnOC Technologies.
The group is registered in England and Wales and its registered office is in London, at Queen Victoria Street. Walker Crips Financial Planning and Ebor Trustees have a registered office in York. The firm traces its origins to 1914, when its predecessors first bought and sold shares for clients on the London Stock Exchange. The careers page states that the firm is hiring for investment management and client-facing roles and holds Disability Confident employer recognition.
Product: Discretionary and advisory investment management, financial planning, structured investment plans, and SIPP and SSAS pension services.
Jobs at Walker Crips Group
Leadership
- Sean Lam · Group Chief Executive & Chief Technology OfficerSource: company website
- Wesley Coultas · Chief Investment OfficerSource: company website
- Dominic Martin · Managing Director, Financial Planning (York)Source: company website
- Don Formhals · Managing Director, PensionsSource: company website
- Geoff Wright · Managing Director, Financial Planning (London)Source: company website
- Stephanie Fox · Head of Client ServicesSource: company website
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