Walker Crips Group provides a broad range of financial products and services, including investment management, financial planning, self-invested personal pensions, and small self-administered pension schemes, share dealing and structured investments.
The transaction was valued at approximately £5.96 million and was subject to a number of conditions, including the grant of change of control approval by the Financial Conduct Authority. The scheme became effective on 3 March 2026.
The DWF corporate team was led by partner John Campion and director Jemil Visram, supported by solicitors Matthew Kernohan and Feras Alobaidli. Litigation partner Joel Heap and associate Victoria Harkness advised on the court-sanctioned scheme of arrangement. Tax advice was provided by partner James Cashman and solicitor Douglas Pyrke, while director Aaron Osborn provided financial regulatory advice.
Walker Crips Group was advised on the financial terms of the takeover by Singer Capital Markets Advisory LLP.
John Campion, partner at DWF, commented: "We are delighted to have supported Walker Crips Group on this strategically important transaction. The recommended takeover by its largest shareholder implemented by way of a scheme of arrangement, marks a significant milestone for the business and reflects the continued consolidation we are seeing across the wealth management sector. Our team worked closely with the independent directors of Walker Crips Group board to navigate the legal, regulatory and commercial considerations involved, and we are proud to have contributed to a smooth and successful outcome. This strategic move will provide Walker Crips Group with the financial strength and a stable platform from which to reignite their growth prospects.
Sean Lam, joint chief executive of Walker Crips Group plc, said: "John, Jemil and the wider DWF team delivered outstanding legal guidance and support to the independent directors of Walker Crips Group throughout the transaction. Their advice was timely, clear, and commercially focused, and they consistently identified practical solutions to complex issues. Their expertise and commitment have been instrumental in achieving a smooth and successful outcome for our shareholders."
