Investment Management

A wide range of services where you can choose your level of involvement in managing your investments. You can make all the investment decisions yourself and simply give us your instructions, you can access our expert advice for your portfolio or entrust the decisions to your dedicated investment managers.

As an independent investment manager, not tied to any funds, products or large institutions, we offer you transparency and flexibility to ensure that your objectives are met efficiently and successfully.

Investment management

Offering discretionary bespoke, discretionary model portfolios, advisory managed and advisory dealing services to our clients

Our investment management services

Walker Crips offers a wide range of services where you can choose your level of involvement in managing your investments. You can make all the investment decisions yourself and simply instruct us when you are ready to do so, you can access our expert advice before making your investment decisions, or you can entrust our investment team to make the investment decisions in accordance with your investment aims and risk appetite.

Discretionary services

What is a discretionary service?
Through our discretionary service, we will manage your portfolio on your behalf, controlling the day-to-day decisions with expertise and care as we strive to achieve your investment aims. Our attention is focused on your objectives, taking account of your risk appetite and responding to changing events and market shifts as they occur. You do not have to make investment decisions on your portfolio because your investment manager will do it for you.

We are able to offer our discretionary services as either bespoke or model portfolios. When constructing your bespoke portfolio, we determine the best possible strategy that in our opinion can achieve your investment aims taking into consideration any preferences or restrictions you might have. Our model portfolios offer an efficient way to access a personal service where we match your financial objectives and tolerance for risk to our ready-to-invest offerings. Our investment managers have access to our own internal resources, as well as external market research and analysis.  The Walker Crips Investment Senate provides guidance to all investment managers and advisers, especially in the area of macroeconomic, market and sector risks, and the weekly Patricians meetings provide a forum for the communication and exchange of investment ideas.

Why use a discretionary service?
You wish to invest in financial instruments but you are a busy individual and you do not have sufficient time to monitor financial markets. Or, you wish to invest in financial instruments but you would rather entrust the management of your investments to an investment manager. You can view your portfolio via the Client Portal at any time, and we also produce quarterly Client Packs that report on the performance of your portfolio regularly. We review with you your aims and your risk tolerance annually or sooner if your circumstances change, making sure that our approach is still suitable to your requirements. You should notify your investment manager when there are material changes to your circumstances.

Our model portfolio service
Our Service First model portfolio service consists of considered investments at reasonable price points, offering clients ready-to-invest portfolios combined with a personalised service. With the Service First Model Portfolio Service, we take care of the day to day management of your portfolio; allowing you to focus on life’s other priorities.

Before placing you in a Service First model portfolio, we work with you to identify your risk preference; taking into account your current financial position, your reasons for investing, and your financial goals. Service First supplies model portfolio offerings for those with a low risk preference, low to medium risk preference, medium risk preference, medium to high risk preference, and high risk preference. We review the assets allocated to our ready-to-invest portfolios every quarter; rebalancing as necessary to ensure the portfolios remain relevant, and within the appropriate levels of risk.

Our Service First ready-to-invest portfolios are comprised of all major asset classes (cash, fixed interest, property, UK and global equities), and include investment trusts managed by reputable firms. We carefully select assets from market landscapes to create complimentary clusters, resulting in well diversified portfolios.

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Advisory managed services

What is an advisory managed service?
Through our advisory managed service, we will monitor your portfolio and before making the decision to trade in financial instruments, your investment manager will consult you with recommendations, and you will make the final decision. You control your portfolio, but you also have an investment manager, helping you with your investment decisions.

Why use an advisory managed service?
You wish to have an investment professional to oversee your account, but you also wish to retain control over the account and you would prefer to make the final investment decisions yourself.

Advisory dealing services

What is an advisory dealing service?
In an advisory dealing service, we will provide you with advice on individual investments as and when you wish to receive it, but we do not actively monitor your portfolio. We consider the suitability of an investment in light of your investment objectives and risk preferences at the time of giving the advice. We do not actively and continually monitor the suitability of your portfolio as a whole, nor manage your overall risk exposure; the responsibility for which remains with you.

Why use an advisory dealing service?
You are familiar with investing in financial instruments and you will make all your own investment decisions. However, you also wish to have an investment manager to discuss your investment ideas and to have an investment manager to place your investment orders.

Inheritance Tax (IHT) Relief Portfolio

For those leaving behind inheritance, the forty percent tax* on all assets above the HMRC threshold can seem a burden. Our IHT Relief Portfolio has been designed for individuals with the concern that Inheritance Tax may negatively impact the future generations of their family.

The UK government has introduced many tax benefits to encourage investment. However the question at the forefront of investing for the purpose of Inheritance Tax mitigation remains, what if the tax rules change in the future?

  • Business Relief (BR) has been in legislation since 1976.
  • Individuals are able to claim 100% BR on certain qualifying AIM shares after being held for a minimum of two years.
  • At Walker Crips your investment manager will enable the use of BR by investing your capital into the shares of qualifying companies not yet listed on a main stock exchange. As there is no guarantee a company which qualifies today will remain BR-qualifying in the future, your investment manager will review your Inheritance Tax Relief portfolio on an ongoing basis to ensure that your investments qualify for relief.

Only by devoting the time to careful and consistent analysis can a profitable and suitable IHT portfolio be developed. At Walker Crips, the investment management team strongly believes that avoidance in overpaying for stock is the first and foremost step towards increasing the chances of long-term returns.

Next steps for you
If you would like to learn more about how we can help you invest in the potential of AIM listed companies, please call your contact at Walker Crips or contact the IHT Relief team on 01904 544 326 or [email protected].

IHT Relief Portfolio brochure
IHT Relief Portfolio factsheet

* Tax rates and legislation may change in the future. Your inheritance allowance and the value of any tax reliefs are subject to personal circumstances. Please seek independent tax advice before investing.

Private client team (London)

Chris Kitchenham

Director, Private Clients

Chris is the Director of the Private Client Department and specialises in bespoke portfolio management. He manages portfolios on behalf of a wide array of client types including individuals, SIPPs, trusts and charities. Chris is responsible for constructing portfolios in accordance with clients’ investment objectives and risk tolerance. Chris graduated in Economics from the University of Kent and is a Chartered Fellow of the Chartered Institute for Securities & Investment (FCSI). He holds the Securities Diploma and Investment Advice Certificate from the Chartered Institute for Securities & Investment, and the Investment Management Certificate from CFA UK.

[email protected]

Simon Lambert

Investment Manager

Simon specialises in bespoke portfolio management. He manages portfolios on behalf of a wide array of client types including individuals, trusts, charities and Self-Invested Personal Pensions (SIPPs). Simon takes care to ensure that the underlying investor goals and objectives are fully appreciated and is reflected in the style of portfolio constructed. He has been part of the Private Client team at Walker Crips since 2004, having initially passed his stockbroking exams in 1999. Simon is a member of the Chartered Institute for Securities & Investment, holding the Chartered Fellow (FCSI) designation.

[email protected]

John Fletcher

Investment Manager

Having started his career in 1986, just before “Big Bang” and the 1987 Stock Market Crash, John is a highly experienced broker.  An ex-floor trader from the London Traded Options Market, as well as previously working for County Natwest, Natwest Stockbrokers, Durlacher and Charles Stanley, he now looks after a loyal client base encompassing high net worth private clients, corporates and charities. John constructs diversified client portfolios using individual equities, investment trusts and ETFs as well as using derivatives to enhance income.

[email protected]

Sarah Content

Investment Manager

Sarah began her financial career at Walker Crips in 2010. Before progressing to Investment Manager, she fulfilled a central role within our committed and experienced Finance, Operations, Technology & Administration team. Her broad experience from both sides of the business means she can come up with solutions that add simplicity to the investment process. Since being appointed Investment Manager, Sarah has gone on to pass the Private Client Investment Management and Advice exam, Level 1 and Level 2 of the Chartered Financial Analyst program, and manages investment portfolios for private clients, trusts, companies and Self-Invested Personal Pensions (SIPPs). She has an excellent understanding of regulatory issues and in-house policies, coupled with a strong work ethic which has led Sarah to become a trusted and well-regarded advisor by clients and colleagues.

[email protected]

Georgina Bellan-King

Client Services Manager

Georgina (better known as Georgie) works closely with all members of the Private Client department to make sure everything behind the scenes runs smoothly. Georgie has passed the Investment Advice Diploma and the Private Client Investment Advice and Management Exam. Georgie is a Member of the Chartered Institute for Securities & Investment.

[email protected]

Private client team (York)

Wesley Coultas

Director, Private Clients

Wesley joined Walker Crips in 1997. He is Director of the Private Client Department in York and specialises in model and bespoke portfolio management. He manages portfolios on behalf of a wide range of clients including individuals, pensions, trusts and charities. Wesley works closely with investment managers and colleagues in Walker Crips’ London Office. He is a Chartered Fellow of the Chartered Institute for Securities & Investment and has attained a Level 6 Private Client Investment Advice and Management Certificate. He also attained chartered wealth management status in 2011.

[email protected]

Chris Murphy

Investment Director

Chris has been working with a wide range of clients in the Yorkshire area and beyond for almost a decade, managing portfolios for individuals and their families, pensions, trusts, companies and charities. Chris also co-manages the Walker Crips IHT Portfolio Service. Chris is a Chartered Fellow of the Chartered Institute for Securities & Investment (FCSI) and is qualified as a Chartered Wealth Manager, a designation awarded by the Chartered Institute for Securities & Investment to recognise senior members in the retail sector at the pinnacle of their profession.

[email protected]

Rachel Blythe

Investment Manager

Rachel joined Walker Crips in 2019, coming from Progeny Asset Management. Rachel has a background of managing various portfolio offerings, including bespoke, model and an award winning AIM portfolio service. Rachel has an excellent grasp of both direct and collective propositions and is focussed, both on maintaining existing relationships and working closely with other financial professionals ensuring clients receive the best possible service. Rachel has attained the CISI Level 7 Chartered Wealth Manager Qualification and is a member of the Chartered Institute for Securities & Investment.

[email protected]

Edward Shannon-Adams

Investment Manager

Edward re-joined Walker Crips in 2018 after previously working as an intern in the Investment Management Department. He is a University of York graduate with a BA (Hons) in Politics and has successfully completed the Chartered Institute for Securities & Investment Level 4 Investment Advice Diploma. He is a proponent of ‘Business Perspective Investing’, supports both the Model Portfolio Service and the Walker Crips IHT Service, and also assists with the management of discretionary and advisory client accounts.

[email protected]

Stephanie Fox

Client Relationship Manager

Stephanie has over sixteen years of experience working in financial services covering various roles and has been at Walker Crips for 4 years working in the pensions team and subsequently transferring into Walker Crips Investment Management. Previous to Walker Crips, Stephanie has worked for Aviva, Barclays, HSBC and St James’ Place to build her knowledge in a variety of financial services fields. She has always had a keen interest in investment management and building relationships with clients and 3rd parties alike.

[email protected]

Nigel Skelton

Business Development Executive

Nigel joined Walker Crips in 1992 and became an Investment Director in 1996. He became a member of The Stock Exchange (now the CISI) in 1990. Prior to his role at Walker Crips, Nigel was with Capel Cure Myers Stockbrokers after founding his career in 1981 on the management training programme at National Westminster Bank. With 39 years’ experience he holds the Advanced Diploma in Financial Planning (APFS) and Fellow of the Chartered Institute for Securities & Investments (FCSI) qualifications. Nigel remains a part of the growing team at the York office with responsibility for forging new client and portfolio relationships, whilst retaining contact with established clients and intermediaries.

[email protected]

Private client team (Birmingham)

Clive Duckitt

Investment Director

Clive has spent all his career working in the Birmingham stockbroking/investment management industry. He was instrumental in opening the Walker Crips office in Birmingham in 2013. Clive manages investment portfolios for a wide range of investors with whom he has built up long term client relationships helping them meet their financial objectives. He was attracted to Walker Crips by its tradition of building and maintaining close client relationships combined with the use of modern technology. This has been a particular advantage throughout the recent period of “working from home”, and has enabled a normal level of service to be maintained.

[email protected]

Jonathan Brown

Investment Manager

Jonathan has worked within the investment management sector for over 35 years, having started as a junior dealer on the Birmingham Stock Exchange trading floor. Now in his eighth year with Walker Crips Investment Management, Jonathan focuses upon clients seeking managed or advisory dealing portfolio services. Jonathan`s clients include charities, and Family Trusts in addition to private individuals, in which many have long standing relationships going back over many years.

[email protected]

Simon Thompson

Investment Manager

Simon joined Walker Crips Investment Management in September 2013 for a one-year apprentice programme in the back office. Upon completion he moved to the Northampton office to assist his father and also spends time in the Birmingham office, where he works alongside the Investment Management team managing & maintaining client portfolios. Simon’s emphasis is on building longterm relationships with his clients, providing them with a trusted source of advice and investment solutions to help achieve their financial goals. Simon is a Chartered Member of the CISI (Chartered Institute for Securities & Investment).

[email protected]

Private client team
(Scotland)

Edward Grierson

Investment Manager

Edward joined Walker Crips in 2013 and has over 30 years’ experience in the Industry. He began his career in Liverpool before migrating to Inverness. For most of his career he has specialised in Discretionary Portfolio Management offering his services not only in Scotland but throughout the UK. Edward offers a highly personalised service to his clients.

[email protected]

Sue Grierson

Investment Manager

Sue joined Walker Crips in April 2013. She began her career with a well known life company before taking time out to work in the Blood Transfusion Service and the education sector. Sue was then headhunted and invited to return to financial services where she re-found her roots and before long built up her own bank of clients. Although historically her background was in holistic wealth management, Sue now focuses solely on portfolio management, specialising in managing discretionary accounts for her clients. Sue offers a bespoke and personal service to her clients and her motto is “the clients come first”.

[email protected]

Private client team
(Truro)

Simon Burnett

Investment Manager

Simon began his career in the City of London in 1999 working on the equities trading floor at Goldman Sachs. Simon went on to work on the open outcry trading floor in Amsterdam before returning to London as a Senior Equity Dealer at State Street Global Advisors. In his final few years in the City, Simon worked as a Director at the international equities broker ITG, before relocating to Cornwall in 2011 with his family. Simon is now responsible for managing portfolios for private clients, charities and trusts and is a Chartered Fellow of the Chartered Institute for Securities and Investments. He holds a degree in Economics and a Masters in International Securities, Investment and Banking.

[email protected]

Matthew Dickinson

Investment Manager

After graduating from Oxford Brookes University, Matt initially gained managerial experience before embarking on a career in the financial industry in 2002. He quickly advanced to become a risk assessor for the financial arm of a US multinational before securing a place at a local firm of advisory stockbrokers. Matt went on to join the Truro branch of Charles Stanley in 2012 before moving to Walker Crips with the rest of the team in 2015. Matt specialises in constructing and managing portfolios for private clients and their families, companies and trusts. He is a Chartered Fellow of the Chartered Institute of Securities and Investments and a qualified Chartered Wealth Manager.

[email protected]

Investor visa (Tier 1) immigration investment portfolio programme

Our investor visa portfolio team manages the investment portfolios of individuals and their families immigrating to the UK. We manage the portfolios in strict compliance with UK government guidelines, ensuring that we fulfil all the conditions and investment restrictions, helping our clients attain indefinite leave to remain in the UK.

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Request a call back

Should you have any questions or require any further information please call 020 3100 8100, email [email protected] or fill in the form below to request a call back.

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