Walker Crips Financial Planning Limited

Date authorised
1 April 2013
Companies House
03790291
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Apollo House
    Eboracum Way
    York
    YO31 7RE
    UNITED KINGDOM
    Phone
    +441904544300
    Web
    https://www.wcgplc.co.uk

  • Complaints Contact

    Apollo House
    Eboracum Way
    York
    YO31 7RE
    UNITED KINGDOM
    Phone
    +441904544300

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 2 limitations
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
    • · Limited to non-mainstream regulated activities in respect of non-investment insurance contracts.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Timothy Andrew Clasper

    IRN TAC01116

    • CF30 Customer (10 Jan 2019 to 6 Dec 2019)
  • Wendy Eastwood

    IRN WOB01006

    • CF1 Director (1 Nov 2017 to 6 Dec 2019)
    • CF30 Customer (1 Nov 2007 to 22 Dec 2016)
    • CF22 Investment Adviser (Trainee) (13 Jun 2007 to 31 Oct 2007)
  • Wesley Neil Coultas

    IRN WNC01010

    • CF30 Customer (29 Nov 2011 to 8 Oct 2014)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.