Our Discretionary Fund Management (DFM) service is designed to support financial advisers by relieving the burden of daily investment decisions. By entrusting us with the investment process, you gain more time to concentrate on the strategic financial planning that matters most to your clients.
We act as an extension of your practice, never interfering with your client relationships. Our DFM service is structured to enhance - not replace - the value you provide. We’re here to help you deliver more, without doing more.
Speak to one of our BDMs today. They are on hand to assist you in exploring how our services can benefit both you and your clients.
Includes our full range of intermediary services, as well details of our investment philosophy, risk-management process and risk categorisation.
Bespoke Portfolio Service
Model Portfolio Service
Gilt Portfolio Service
Inheritance Tax Relief Portfolio
Structured Investments
Portfolio Review Service
Expertise you can rely on
Our dedicated investment managers bring deep market insight and disciplined risk oversight to every portfolio. With decades of combined experience, we deliver consistent, considered solutions tailored to your clients’ goals.
Built on trust and transparency
We believe in long-term partnerships based on integrity, clear communication, and mutual success. You'll always know how your clients' investments are being managed, with regular reporting and full visibility.
Institutional-quality management, delivered personally
We provide high-calibre investment solutions - typically reserved for institutions - through a flexible, adviser-friendly structure. Your clients benefit from robust portfolio construction, while you maintain the trusted adviser relationship.
Get in touch with our Business Development team to discuss our wide range of services and how we can work with you and your clients.
© Copyright 2025 Walker Crips Group plc. All rights reserved.
Walker Crips Group plc, incorporates the following companies which are authorised and regulated by the Financial Conduct Authority: Walker Crips Investment Management Limited reference number 226344 and member of the London Stock Exchange, Walker Crips Financial Planning Limited reference number 114778, Ebor Trustees Limited reference number 462002, Barker Poland Asset Management LLP reference number 499311.
Walker Crips Group plc is registered in England and Wales, number 1432059. Registered office: 128 Queen Victoria Street, London EC4V 4BJ. Walker Crips Investment Management Ltd is registered in England and Wales, number 4774117. Registered office: 128 Queen Victoria Street, London EC4V 4BJ. Walker Crips Financial Planning Ltd is registered in England and Wales, number 3790291. Registered office: Apollo House, Eboracum Way, York, England, YO31 7RE. Ebor Trustees Ltd is registered in England and Wales, number 3514268. Registered office: Apollo House, Eboracum Way, York, England, YO31 7RE. Barker Poland Asset Management LLP is registered in England and Wales, number OC341149. Registered office: 128 Queen Victoria Street, London EC4V 4BJ.
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