You are at the heart of our business and each service is tailored to fit around you and what you need to achieve to succeed in your investment objectives.
Your initial consultation will firstly examine your income and growth requirements moving on to define your goals, consider your approach to risk and establish how much involvement you would like in the day to day running of your portfolio.
If you are an experienced trader and looking for leveraged opportunities within your portfolio, you can also take advantage of our Contracts for Difference and Traded Options services.
To discuss a service that interests you or schedule your initial consultation please call the private client team on 020 3100 8000 or if you already have one then contact your Walker Crips account executive.
It is important to remember that the value of investments can go down as well as up and it is possible to get back less than you invested, especially in the early years. Past performance is no guarantee of future returns and interest rates and dividends are variable and cannot be guaranteed in the future. Any tax treatment mentioned is based on personal circumstances and current legislation which is subject to change. In the event of a client having a complaint about our services we will do our best to resolve that complaint promptly and to the client's satisfaction. However if we are unable to do so, the client may have the right to complain to the Financial Ombudsman Service. Further information can be found on the Financial Ombudsman Services's Website at www.financial-ombudsman.org.uk.