Walker Crips expands investment team

6 September 2016

Walker Crips, the integrated investment and wealth management group, has appointed Holly Ward and Edward Lester, as Investment Managers with immediate effect.

Based in its City of London head office, both join from Charles Stanley where they worked as Investment Managers. Holly has over a decade of experience, beginning her career at Charles Stanley in 2004 as a graduate trainee while Edward joined the firm in 2007, having previously worked at the Parliamentary Health Service Ombudsman. 

Holly and Edward’s appointment expands the existing team in offering a range of investment services to private clients, including discretionary, advisory and execution only.

Rodney FitzGerald, Chief Executive, Walker Crips, says: “We continue to seek high-calibre advisers as we grow our client base. Holly and Edward are both very talented individuals whose proven knowledge and experience will complement the existing team in providing a first-class service to our clients.”

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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.