Walker Crips'predecessors first bought and sold shares for clients on the London Stock Exchange in 1914. Through acquisitions, the company can now ...
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Walker Crips’predecessors first bought and
sold shares for clients on the London Stock
Exchange in 1914. Through acquisitions, the
company can now trace its roots as far back as
the 18th century, making it one of the City of
London’s oldest independent companies.
Today Walker Crips Group plc is a fully
listed UK public company comprised
of five business units.
We want you to feel confident that the financial decisions
you take are suitable and appropriate for you and your future,
by considering your own objectives and risk horizons when
planning and implementing your investment strategy.
Where suitable we can select from our complementary
products and services to build a customised financial
programme around you and your requirements.
STOCKBROKERS PENSIONS
When buying and selling stocks and shares, you want to Enabling you to tailor your pension plan to make your
have assurance that your decisions are right to achieve your retirement successful without taking up your valuable time,
investment objectives. With a choice of services to suit how Walker Crips Pensions take on as much of the administrative
you want to manage your portfolio, you have the opportunity work as possible for your SIPP or SSAS, keeping you up to
to make your own decisions and equally, if you would like date through all processes and leaving you with ultimate
the support of an independent professional you can seek the control. Through our SIPP and SSAS services you have access
advice of your personal broker to make sure you are certain to one of the widest choices of investments and a say in how
of your selections. Over time, as your portfolio and your your retirement benefits are paid allowing a bespoke and
confidence grows, or your circumstances change, you can comprehensive investment strategy.
move to another of our services either increasing or decreasing
control over your portfolio.
STRUCTURED INVESTMENTS
Are you looking to invest in the future growth of an asset, but
INVESTMENT MANAGEMENT also require some level of protection to your capital? Structured
A wide range of services where you can choose your level of Investments complement your existing investment portfolio
involvement in managing your investments. You can take and help you plan for the future, allowing you to invest without
all the investment decisions yourself and simply give us needing to keep a constant eye on the markets, make the most
your instructions, you can access our advice or entrust your out of your personal allowances to keep your investments as
portfolio to our expert discretionary portfolio managers. As efficient as possible and see the rewards you receive apply to
an independent investment manager, who is not tied to any every pound you invest without being subject to annual fees
existing funds or products, we can offer you transparency and charges.
and flexibility to ensure that your objectives are met
efficiently and successfully.
WEALTH MANAGEMENT
A truly integrated wealth management service with life stage
planning to suit your needs, our holistic financial planning
process is complemented by our investment management
solutions enabling you to plan for your children’s education,
increase your tax efficiency, ensure you achieve the retirement
you want and even prepare for inheritance tax. We aim to help
all our clients achieve financial security but understand that
your own financial desires, investment tolerance and future
aspirations will be unique.
Finsbury Tower, 103-105 Bunhill Row, London EC1Y 8LZ
020 3100 8000 | client.services@wcgplc.co.uk | www.wcgplc.co.uk
Walker Crips Group plc. Registered in England. Registration Number 01432059.
Facts and information given in this document are accurate at the time of printing
but may be subject to legislative and other changes in the future.Walker Crips has a long and rich history that we are very proud to be part of. Through the years we have collected records, documents and photographs that illustrate our history. In these archives we have a letter received in 1990 that depicts our early history from the memories of one of our long serving brokers.
Images © TfL from the London Transport Museum Collection
The Royal Exchange 1914 Bank underground station 1923 Air raid damage at Bank 1941 Bank underground station 1967
“ The stockbroking firm of Weddle
Beck & Company was formed in June
1914, two months before the start of
“ In the early days of the firm a brisk
arbitrage business was conducted with
Paris and there was a Banking business
with the Joint Stock Banks consisting of
“ About 1933 a department was
established to deal with company
new issues. The shares of a number
“ By the 1960’s Dudley Weddle (who
was approaching the age of 90) had
considered retiring and it was considered
World War I in August of that year. of established companies were brought it would make sense to amalgamate with
Barclays, Lloyds, Midland and National to the Stock Exchange for quotation and another stockbroking firm of similar size.
Dudley Weddle was the senior, and Provincial Banks. the firm acted as official stockbrokers to
Gerald Beck the second senior partner. Nothing could be more natural,
these firms.
With war breaking out, Gerald Beck, Through a personal introduction of therefore, than a merger with Walker,
already a Territorial, had to leave for the a member of the firm to a Japanese Amongst them were Westland Aircraft, Crips and Company, a firm of similar
war and served as a Major in the Royal Prince, a large business was conducted Weyburn Engineering – makers of Rolls size and where the senior partners of
Artillery. Unfortunately he died during with the Yokohama Specie Bank in Royce aeroengine camshafts, pottery both firms had been friends for some
the war and the running of the business British Government stocks and Japanese manufacturers, steel markers, timber considerable years.
was left in the hands of a colleague, Government bonds in particular. After merchants, ladies’ gown makers and
The amalgamation of the two firms
Dudley Weddle also being absent the war was over this business was men’s clothing makers.
was effected on 28th November 1966
“
in the Army. conducted through the Bank of Tokyo. During World War II the business was and it became Walker, Crips, Weddle,
However, as soon as the war In addition to the Private Clients and carried on by Dudley Weddle as senior Beck & Company.
ended, Dudley Weddle worked Banking business, there was an active partner, assisted by his other partners,
“
hard on getting the business Country Brokers business with firms
“
centred on Manchester, Glasgow and
John Roper and W.F.M. Sedgwick while
Norman Weddle, who had joined a
back into shape.
Cardiff. Territorial Battery prior to the war,
was in the Army for the duration
of it from 1939 until 1945 serving
“
in the U.K., India and Burma, latterly
as a Battery Commander with the
rank of Major.
Walker Crips is a constantly evolving presence in the financial services industry. Being one of the first stockbrokers to
expand our services online in the early 90’s and spotting the benefit for our customers to have access to our own PEPs,
now ISAs, we became a fully listed plc in 1996. We have widened our financial services offering with our Pensions and
Wealth Management divisions and continue to diversify by recruiting and supporting great talent, such as the successful
divisions of Investment Management and Structured Investments. However proud we are of our achievements and
successes, it is the achievement of your success that drives us forward and pushes us to evolve to ensure we continue to
look after you, and your investments.
Finsbury Tower, 103-105 Bunhill Row, London EC1Y 8LZ
020 3100 8000 | client.services@wcgplc.co.uk | www.wcgplc.co.uk
Walker Crips Group plc. Registered in England. Registration Number 01432059.
Facts and information given in this document are accurate at the time of printing
but may be subject to legislative and other changes in the future.STOCKBROKERS
You are at the heart of
our business and each service is
tailored to fit around you and what
you need to achieve to succeed
in your investment objectives.
Your initial consultation will firstly examine your
income and growth requirements moving on to
define your goals, consider your approach to risk
and establish how much involvement you would
like in the day to day running of your portfolio.STOCKBROKERS
DISCRETIONARY ADVISORY
Ideal for the investor who would prefer a ‘hands off’ For when you are confident in controlling your
approach. We will manage your portfolio on your own investment initiatives and would also like to
behalf, controlling the day-to-day decisions for you with request isolated advice on a wide range of potential
expertise and care to achieve the goals you set us. Our investments. You are involved in every portfolio
attention is focused on your objectives so we can respond development. Final decisions are yours, but we will be
to circumstances and market shifts quickly and smoothly, on hand for advice and counsel.
leaving you to concentrate on your other priorities.
INVESTMENT MANAGED EXECUTION ONLY
For a more active role in the investment process. Your From investors wishing to buy or sell small numbers
portfolio manager follows an agreed brief and you are of shares to active and daily traders, our telephone
consulted for any changes that our advisers consider and and internet services provide quick and easy
your approval is final. You retain ultimate control, but dealing for those comfortable making their
know that your investments are being expertly watched. own investment decisions.
If you are an active trader and looking for leveraged
opportunities within your portfolio, you can also take
advantage of our Contracts for Difference and Traded
Options services.
To discuss a service that interests you or schedule
your initial consultation please contact your
Walker Crips account executive or call the
private client team on 020 3100 8100
Finsbury Tower, 103-105 Bunhill Row, London EC1Y 8LZ
020 3100 8000 | client.services@wcgplc.co.uk | www.wcgplc.co.uk
Walker Crips Stockbrokers Limited is a member of the London Stock Exchange and is authorised
and regulated by the Financial Services Authority. Member of the Walker Crips Group plc.
Registered in England. Registration Number 4774117.
Facts and information given in this document are accurate at the time of printing
but may be subject to legislative and other changes in the future.WEALTH MANAGEMENT
Our wealth management team provide
you with specialist, independent advice
on all aspects of financial planning to help
you choose the right strategy to
maximise the potential benefits of
your wealth throughout your life.WEALTH MANAGEMENT
Our team of specialists take time to consider the future Businesses and business owners also benefit from sound
for you and your family. Guiding you to choose the most financial planning to encompass pension and employee
effective options to support you to: benefit schemes, corporate investments, financial
protection and insurance policies that can develop a
strategy to help ensure future stability and success.
save for school fees and cope with the mounting
costs of higher education
discover the most tax-efficient savings options for Our initial consultations will assess your appetite for
your situation such as ISAs or Unit and Investment risk, investment horizons, performance targets and tax
Trusts, Insurance Bonds and other savings, growth requirements so we can establish the correct portfolio
or income products for your needs. With regular assessments and pro-active
management our impartial advice will maintain the
efficiently plan for your retirement to be
momentum of your savings and investments to help you
comfortable and active
achieve your life ambitions.
dramatically increase the amount of money left
to your family through inheritance tax planning
To start building confidence in your future,
please call and speak to one of our wealth
management consultants on 01904 544300
Foss Islands House, Foss Islands Road, York YO31 7UJ
01904 544300 | advice@wcgplc.co.uk
Walker Crips Wealth Management is authorised and regulated by the Financial Services Authority.
Member of the Walker Crips Group plc. Registered in England. Registration Number 3790291.
Facts and information given in this document are accurate at the time of printing
but may be subject to legislative and other changes in the future.PENSIONS
Our aim at Walker Crips Pensions is to help
you achieve your retirement goals,
by working with you and offering a
personal and efficient administration
service, we help you find the most
advantageous waysYourfor you towillcontrol
initial consultation firstly examine
how you use and grow
moving onyour pension.
your income or growth requirements and tax
position, to define your goals, consider
your approach to risk and establish how much
A SIPP or SSAS gives you the freedom to choose
involvement you would like in the day to day
where your pension funds are invested,
running of your portfolio.
keeping you in control of your benefits.PENSIONS
SELF INVESTED PERSONAL PENSION (SIPP) The key benefit of using a SIPP or SSAS, beyond the
Designed for individuals looking to control their pension tax advantages of retirement drawdown facilities, is
fund investment. SIPPS offer significant benefits in the greater scope of investments available to you that
pension and tax planning by allowing considerable also have the potential to grow tax-free. We offer one
flexibility for pension fund investments, in addition to of the widest ranges of investment options for you to
when and how benefits are taken. choose from. We research all our eligible investments
to ensure that you get the best out of them and, most
With flexible charging structures available (from entry-
importantly, avoid any possible tax penalties.
level for cash and unit trusts through to a bespoke
service that can hold the full range of permitted When faced with a choice of investments and possible
investments including commercial property), you routes your dedicated pensions consultant can advise
have the ability to switch between these as your you as to what would be the best decision, so you
circumstances change. do not lose any tax advantages that may be relevant
to your situation.
If you need to consolidate existing pension plans that
SMALL SELF ADMINISTERED SCHEME (SSAS) perhaps have more restricted choices and growth
Primarily designed for company directors or owners to potential, we can help you with the transfer process to
both build a pension fund for their retirement and also Walker Crips Pensions. Our pension schemes can also
to help with the running of their business, a SSAS allows be used to complement the stockbroking and fund
flexibility, tax-efficiency and control. management services that you may already receive
Acting as Scheme Administrator for your SSAS we will from Walker Crips.
maintain your investment records, keep you and your
investments up to date and in line with any tax changes, For more information and our most recent literature
file your quarterly and annual reports with HMRC visit www.wcgplc.co.uk/pensions or if you would like
and we endeavour to protect you from any potential to discuss the opportunities that our pension services
unauthorised payment issues. Unlike many other can provide, please call us on 01904 544310
providers, we feel that this is an integral part of our role
to ensure your SSAS is running smoothly.
Foss Islands House, Foss Islands Road, York YO31 7UJ
01904 544300 | pensions@wcgplc.co.uk | www.wcgplc.co.uk/pensions
Walker Crips Pensions is a trading name of Ebor Trustees Limited which is authorised
and regulated by the Financial Services Authority. Member of the Walker Crips Group plc.
Registered in England. Registration Number 3514268.
Facts and information given in this document are accurate at the time of printing
but may be subject to legislative and other changes in the future.STRUCTURED INVESTMENTS
Walker Crips have been creating and
using structured investments for a number
of years, but they were previously only
available through our stockbroker division.
Your initial consultation will firstly examine
Due toyour
theirincome
popularity and success
or growth we haveand
requirements builttax
a
specialist team to offer them to the wider market,
position, moving on to define your goals, consider
working
yourwith professional
approach intermediaries
to risk and to create
establish how much
carefully considered investment opportunities.
involvement you would like in the day to day
running of your portfolio.STRUCTURED INVESTMENTS
Structured Investments provide a low cost way of We offer a range of plans that offer different types
accessing the growth potential of equity markets while of assets and levels of exposure, risk, return and
managing risk levels. Offering a pre-defined return protection. Investments are available from £5,000
linked to asset performance, whilst maintaining a level and for investments over £1,000,000 we can construct
of capital protection should the asset not perform, your a bespoke investment based on the asset, exposure,
return is based on the total amount of your initial capital risk and return that you would like.
invested, with no annual charges or fees to effectively
reduce your return.
As an independent provider, we are well placed to take
advantage of the possibilities presented by changing
Our plans can be used to access a variety of markets market conditions. We continue to work with the world’s
and underlyings, to make the most out of modest leading investment banks with strong credit ratings to
market movement, to enhance returns from volatile deliver the best returns and what we believe to be the
conditions, to balance your risk profile in your portfolio best product that we can create for you at any time.
of investments, to use your Stocks and Shares ISA
effectively or through your pension scheme to create
longer term growth. Call us to discuss your potential investments
on 020 3100 8880. You can also visit
www.wcgplc.co.uk/wcsi to find out
about our current investment plans.
Finsbury Tower, 103-105 Bunhill Row, London EC1Y 8LZ
020 3100 8880 | wcsi@wcgplc.co.uk | www.wcgplc.co.uk/wcsi
Walker Crips Structured Investments is a trading name of Walker Crips Stockbrokers Limited which is
a member of the London Stock Exchange and is authorised and regulated by the Financial Services
Authority. Member of the Walker Crips Group plc. Registered in England. Registration Number 4774117.
Facts and information given in this document are accurate at the time of printing but may be subject to
legislative and other changes in the future.You can also read
