Walker Crips acquires client book of adviser MA Heap

Hannah Godfrey
clock • 1 min read

Walker Crips Wealth Management, part of Walker Crips Group, has acquired the client book of the financial adviser firm MA Heap.

The acquisition will add the bank of high net worth clients from Yorkshire-based MA Heap to the company. Mark Heap, the current owner, will transfer across to Walker Crips WM as a consultant. Walker Crips declined to give information on how much the purchase cost, how many clients the move will bring to the wealth management firm, or funds under management acquired. Walker Crips WM is on a drive to expand and grow, recently bolstered by the hiring of adviser James Bonarius. Walker Crips WM managing director Dominic Martin said: "Mark Heap has been advising clients for 30 years, and...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

UK inflation drops to 2.6% in March amid warnings of further price rises

UK inflation drops to 2.6% in March amid warnings of further price rises

Down two percentage points

Sorin Dojan
clock 16 April 2025 • 2 min read
Rewriting the rules of engagement: Innovating for the future of wealth and financial advice

Rewriting the rules of engagement: Innovating for the future of wealth and financial advice

‘Hyper-personalisation and fintech disruptors are reshaping financial advice’

Sneha Shah
clock 15 April 2025 • 3 min read
News editor's view: A week of acquisitions and consolidation

News editor's view: A week of acquisitions and consolidation

The news editor's Friday Night Takeaway from 11 April

Sahar Nazir
clock 14 April 2025 • 3 min read