Currently called Walker Crips Wealth Management, the rebrand will be effective from April 6, 2023.
Walker Crips Financial Planning will continue to provide financial advice to individuals, businesses and trusts.
Dominic Martin, managing director of Walker Crips Wealth Management, said: “We believe this new name will better reflect the comprehensive range of financial planning services we provide.
“We are confident this re-branding will help raise the profile of our financial planning services with both existing and prospective clients throughout the country.”
This division of the group offers services in cash flow planning, pensions planning, inheritance and estate planning, tax planning, business protection and investment advice.
The financial planning arm has two regional offices offering services to the north from its base in York, while clients in the south are catered for by the Solent team.
Martin said: “While the name will be changing, the legal and regulatory status, company registration number, registered office, telephone numbers and other contact details will remain unchanged.
“The service provided to clients will not be affected by this change and any existing agreements or contracts will remain in place, and the rights and obligations assumed under the new name.”
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