Description

Walker Crips Group plc offers a wide array of financial services and products to both private individuals and professional clients throughout the United Kingdom. The company organizes its operations across three core segments: Investment Management, Wealth Management, and Software as a Service (SaaS). Within its investment and wealth divisions, it provides both model-based and highly customized discretionary portfolio services, alongside extensive advisory support. This encompasses broader asset management, innovative alternative investment solutions, and carefully structured investment products. Clients also benefit from guidance on various financial planning matters, including life assurance, strategies for pre- and post-retirement, savings programmes, tax-efficient investment strategies, and estate planning. The company further facilitates self-invested personal pensions (SIPPs) and small self-administered schemes (SSASs). Its SaaS segment specializes in delivering cloud-based regulatory software specifically designed for financial services firms. Moreover, Walker Crips Group plc is involved in general management, pension administration, financial regulatory support, nominee services, and acting as a stockbroking agent. Founded in 1914, its main office is situated in London, United Kingdom.