This summer will see Walker Crips set up shop on the south coast of England, taking its number of offices to a full dozen.
The financial planning firm currently has a presence stretching from Truro in Cornwall to Inverness in the north of Scotland.
The group has named Nick Lee and Charles Cavendish to the Southampton operation. They are joined by Kris Watts and Jasmine Ng, paraplanner and wealth administrator respectively, who will also be based in the Hampshire regional office.
Lee joins the financial planning division of Walker Crips as regional director, with over three decades’ experience in the industry including 20 years at Grant Thornton and three years at Gallagher/Argentis.
In the role, Lee will divide his time between growing the wealth management business and advising high net worth private clients and trustees.
Cavendish also joins the Southampton-based financial planning division from Gallagher/Argentis. As associate director, he will work with a variety of trustees and high net worth clients, specialising in estate planning, pensions and investment advice.
‘Ambitious growth plans’
Dominic Martin, managing director of Walker Crips Wealth Management, said: “The Walker Crips Wealth Management Division is going from strength to strength and we’re excited to welcome Nick, Charles, Kris and Jasmine to our new Southampton office.
“The opening of the branch this summer is a continuation of our ambitious growth plans in the financial planning market, and the team’s depth and wealth of experience will without doubt further advance our service offering to clients.”
