Working with us

Since 2007, we have developed an excellent understanding of what financial advisers want from a product provider. Our experienced and approachable team will provide you with all the necessary support in offering our structured investments to your clients. Our focus is to create structured investments designed around their needs. By partnering with us, we will help you achieve more.
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New to Walker Crips?

If you've never worked with us before, there are a few things we need to know about you.
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Bespoke products

Does your investor have specific objectives? We also offer a more tailored service for certain investors.
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‍→ Learn more

Training and education

Would you like to learn more about structured investments and how they could be of more use to your investors?
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‍→ Learn more

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New to Walker Crips?

Financial advisers who are new to Walker Crips will be asked to complete our Due Diligence Pack and Terms of Business application which contain all the information you may require about us. If you require anything else, we have included a number of other documents below. If the form you are looking for is not here, call our team and we'll ensure you have everything you need.
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FCA authorised firm - terms of business & due diligence questionnaire

Adviser network - terms of business

Appointed representative - due diligence questionnaire

Walker Crips Structured Investments due diligence questionnaire

In specie transfer form (pension/platform)

In specie transfer form (individual to individual)

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Bespoke products

As well as our core product range we also work with intermediaries to create bespoke products for your investors. You may feel that you would prefer to offer a specific counterparty or aim for a particular rate or return with a different level of capital protection.

Most parameters can be adjusted, although there is usually a minimum investment required. We can also prepare the documents within your own brand guidelines if necessary. Contact us using the details below if you would like to find out more.

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Training and education

If you are looking for more details around structured investments, how they are constructed and the benefits they can offer, we have a CPD accredited training course that can be tailored to your requirements. Contact our team on 020 3100 8880 or email wcsi@wcgplc.co.uk to arrange.

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Credit ratings

Credit ratings can be used to assess the creditworthiness of an institution, for example, a bank. We include the credit ratings of the counterparty(s) in our product brochures so investors are made aware of the risk level they are being exposed to. For further information including current ratings from the three main credit rating agencies, click on the link below.

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Keep up to date

If you would like to be notified of new structured investment launches, click here to subscribe to our email updates.

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Contact us

Head of sales
bobby.owen@wcgplc.co.uk
020 3100 8088

Client services
wcsi@wcgplc.co.uk
020 3100 8880

Office address

Walker Crips Structured Investments
Old Change House
128 Queen Victoria Street
London
EC4V 4BJ

Investment Management

Financial advisers

Working with us

New to Walker Crips?

Bespoke products

Training and education

New to Walker Crips?

Bespoke products

Training and education

Credit ratings

Keep up to date

Contact us

Head of sales
bobby.owen@wcgplc.co.uk
020 3100 8088

Client services
wcsi@wcgplc.co.uk
020 3100 8880

Office address

About

Products and Services

Legal

Investment Management

Financial advisers

Working with us

New to Walker Crips?

Bespoke products

Training and education

New to Walker Crips?

Bespoke products

Training and education

Credit ratings

Keep up to date

Contact us

Head of salesbobby.owen@wcgplc.co.uk020 3100 8088

Client serviceswcsi@wcgplc.co.uk020 3100 8880

Office address

About

Products and Services

Legal

Head of sales
bobby.owen@wcgplc.co.uk
020 3100 8088

Client services
wcsi@wcgplc.co.uk
020 3100 8880