Walker Crips Financial Planning Limited

Reference number: 114778

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Company details

From the company's Companies House record.

Company number
03790291
Company status
Active
Company type
Private limited company
Incorporated
16 June 1999 (27 years old)
Registered office
Apollo House, Eboracum Way, York, YO31 7RE, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Robert Alan Elliott Director Jun 1940 4 Jan 2010
Don Christopher Formhals Director Feb 1972 1 Oct 2014
Dominic Peter Desmond Martin Director Aug 1971 13 Jan 2017
Sean Kin Wai Lam Director Mar 1969 25 Sep 2017
Don Christopher Formhals Secretary Not published 1 Feb 2003

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
Show FCA detail (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds 2 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • London York Financial Services Limited
  • Walker Crips Wealth Management Limited

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Common questions

Frequently asked questions

Is Walker Crips Financial Planning Limited FCA authorised?
Yes, Walker Crips Financial Planning Limited (FRN 114778) is authorised by the FCA to carry out regulated activities.
Is my money safe with Walker Crips Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Walker Crips Financial Planning to the Financial Ombudsman Service, free of charge.
Is Walker Crips Financial Planning a scam or clone?
Walker Crips Financial Planning is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Walker Crips Financial Planning's Firm Reference Number (FRN)?
Walker Crips Financial Planning's FRN is 114778. You can verify it on the FCA register.