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.

Website, phone number and address

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.

In the full report: 3 background checks

  • When wcgplc.co.uk first appeared online, and whether it can receive email
  • What kind of line 01904 544300 is, and the other firm that gives it
  • Who else gives the postcode YO31 7RE
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Other names (2)

If you were contacted under any of these names, it is this firm.

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

FCA permissions and consumer protection

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

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

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)

Directors and company secretaries

Name Role Born Appointed Other companies
Don Christopher Formhals Director Feb 1972 1 Oct 2014 4 other companies
Dominic Peter Desmond Martin Director Aug 1971 13 Jan 2017 3 other companies
Sean Kin Wai Lam Director Mar 1969 25 Sep 2017 22 other companies
Don Christopher Formhals Secretary Not published 1 Feb 2003 –

Other companies run by these 3 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
23
closed down
9
are FCA-registered
2

In the full report: all 23 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 on the FCA register
  • The 4 companies these 3 directors run together
  • All 16 people who have ever been directors, with their dates
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Key dates in its history

Walker Crips Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (8) All events (43)

2023

6 April 2023

  • Changed its registered name from "Walker Crips Wealth Management Limited"

FCA register

2016

30 June 2016

  • Walker Crips Group Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2008

13 February 2008

  • Changed its registered name from "London York Financial Services Limited"

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1999

30 December 1999

  • Regulated by the Personal Investment Authority from this date

FCA register

16 June 1999

  • Incorporated at Companies House

Companies House

In the full report: all 43 events

  • All 43 events in its history (8 shown here)
  • Every director appointment and resignation: 31
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Firms connected to Walker Crips Financial Planning

Other FCA-listed firms that share a director, phone number or address with Walker Crips Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
2
share a director
2
share its phone number
1

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (2), the same phone number (1), the same postcode (1)
  • Who links each one: the named directors, with dates
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Firms like Walker Crips Financial Planning

Other firms of the same type (financial adviser), nearest first.

In York

Ardent IFA LimitedYorkAuthorisedAutus Lifetime Planning LimitedYorkAuthorisedBastow & Co LimitedYorkAuthorisedCharles Wilkinson Financial Planning LimitedYorkAuthorisedChris Binns Wealth Management LimitedYorkAuthorisedCompanion Financial Planning LLPYorkAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Walker Crips Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 23 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 43 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

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. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Walker Crips Financial Planning’s phone number and website?
The FCA register lists the phone number 01904 544300 and the website wcgplc.co.uk for Walker Crips Financial Planning. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Walker Crips Financial Planning a scam or clone?
Walker Crips Financial Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Walker Crips Financial Planning?
Its FCA permissions do not allow it to hold or control client money. 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.
Who owns Walker Crips Financial Planning?
Walker Crips Financial Planning is owned by Walker Crips Group Limited, which holds 75–100% of shares and 75–100% of votes, since 30 June 2016.
Who runs Walker Crips Financial Planning?
Companies House lists 3 directors of Walker Crips Financial Planning: Don Christopher Formhals, Dominic Peter Desmond Martin and Sean Kin Wai Lam.
How long has Walker Crips Financial Planning been in business?
The company was formed on 16 June 1999, and has held its current FCA authorisation since December 2001.
Does Walker Crips Financial Planning use any other names?
It has previously used 2 other names: London York Financial Services Limited and Walker Crips Wealth Management Limited.

Sources and links

The full report on Walker Crips Financial Planning Limited

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