Investment Management

A wide range of services where you can choose your level of involvement in managing your investments. You can take 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.

Execution only share dealing

Quick and easy telephone and online share dealing services for those who are comfortable making their own investment decisions

Telephone share dealing

Our execution-only telephone share dealing service gives you access to a team of dealers who will execute your orders upon your instruction. With an execution-only dealing account, you have complete control over your investment decisions.

What is execution-only share dealing?
“Execution-only” is the term used to describe a trading service that is restricted to only the execution of trades, without any advice about the merits or risks of the investments or their suitability.

Our telephone share dealing service was launched in 1986 following the deregulation of the London Stock Market known as “Big Bang”. Walker Crips became one of the first brokers to launch a dedicated service for investors who are comfortable trading in securities without advice. Whilst the majority of our clients use our electronic, paperless Nominee service, we continue to provide support to those who wish to retain their own paper certificates.

Why use our telephone service?
We understand that clients will sometimes have more sophisticated order execution requirements, or they merely wish to speak to an individual rather than placing their trade instruction via a computer. Our experienced dealers can help you place your orders in the Market and are happy to take your call.

Through the use of Market Makers, we also offer extended settlement up to 4 weeks (T20); provided sufficient collateral is held on account. Please note that when dealing on an extended settlement basis, there is a cost of carry by the Market Maker, and it may be reflected in the traded price.  We are also able to deal in some more complex investments on your behalf, but we would require some additional information from you regarding your knowledge and experience to inform us that you understand, and have experience trading in, the instruments concerned.

Online share dealing

What is execution-only share dealing?
Our execution-only online share dealing platform provides clients with a simple to use, UK securities only service. This online service provides you access to buy or sell shares directly from or to the Market, and our system polls between thirty to forty Market Makers, and present the best available price amongst them to you, for the quantity that you wish to trade.

Why open an online share dealing account with Walker Crips?

  • Best available price for the quantity you wish to trade from around 30-40 Retail Service Providers (Market Makers)
  • No hidden costs
  • Live price quotes and simple stock charting
  • Simple and easy to use

ISA and JISAs

Choose your own investments through our tax-efficient Self-select Stocks & Shares ISA or invest for your child’s future through a Junior ISA.

What are ISAs and JISAs?
An Individual Savings Account (ISA) is a tax efficient savings account. There are different types of ISA, and we provide the Stocks & Shares ISA where you can trade in shares and your gains, dividends and income are tax free. The amount that you can save into an ISA annually is quite substantial, and for the 2021/22 tax year, the limit is £20,000.

A Junior ISA (JISA) is an ISA for the under 18s. The mechanics are similar to the ISA service, and the parents, or guardians with parental responsibility, can open a JISA and manage the account, but the money belongs to the child. The child can take control of the account when they are 16, but cannot withdraw the money until they turn 18, or convert the JISA into an adult ISA. The amount that can be saved into a JISA annually is quite generous, and for the 2021/22 tax year, the limit is £9,000.

How can you make the most of your savings?  
With no tax to pay on capital gains or interest earned, using your annual ISA allowance is one of the most tax-efficient ways to invest. By investing your ISA allowance into a Walker Crips Self-Select Stocks & Shares ISA, you can self-select your own investments and have full control over your own ISA.

A wide range of investments are available through our Self-Select Stocks & Shares ISA service. You can also sign up to, and make use of, our investment management service, or you could make your investment decisions yourself.

Find out more

Nominee and custody service

Our Nominee service provides you with the flexibility of keeping your shares with us electronically. You are able to buy and sell shares without having to post physical share certificates back and forth, it removes the risk of certificates being lost in the post, being delayed, or having to pay postage costs. The shares are registered in our Nominee name but are clearly identified as yours in our systems, our client investment packs, and our client portal.

Nominee account benefits
By opening a Nominee account with us, you can enjoy the benefits of:

  • A safe and convenient way of holding your investments;
  • Cheaper transaction fees compared to share certificates and greater efficiency on delivery and settlement;
  • We will be notified of corporate actions, and upon being notified, we will help you deal with your corporate actions;
  • We will receive dividends and will process the appropriate dividend receipts into your account;
  • Free inward transfer and free deposit of share certificates into our Nominee.

It is simple to transfer your existing share certificates into our Nominee account

  1. If your shares are already held in a Nominee account elsewhere, all you need is our Nominee account details in order to instruct your current Nominee company to transfer the shares to us;
  2. If your shares are in paper certificate form, sign up to our Nominee services, complete the share certificate transfer form and hand the certificate/s to us. We will liaise with CREST (the central securities depository for the UK) and in a short period, typically around three working days, the shares will appear in your account held with us, which you can then view via our Client Portal.

Our team

Grahame Wick

Share Dealing Team Manager

Having started his career in 1986, just before “Big Bang” and the 1987 Stock Market Crash, Grahame is a highly experienced broker. After starting his career at Southard Gilbey, McNish & Co Stockbrokers and passing the stockbroking exams in 1989 to become a Registered Representative of the London Stock Exchange. Southard Gilbey, McNish & Co was merged into Walker Crips Group PLC in 2002. Whilst working as Assistant ISA Manager, Grahame passed the Investment Management Certificate before attaining the Level 6 Private Client Investment Advice and Management Certificate in 2013. Grahame’s knowledge of tax efficient plans helps in his current role of the Share Dealing Team Manager.

[email protected]
020 3100 8192

Oliver Ebbage

Dealer

Having joined Walker Crips in October 2020 as a Junior Dealer, Oliver is now the main dealer on the execution only share dealing desk. Prior to Walker Crips, Oliver graduated with a degree in Business and Management from Leeds Beckett University, before going on to work in a Client Relations role for a private wealth manager. Oliver offers an exceptional level of service to his clients, striving to achieve the best possible execution when dealing on their behalf across international exchanges.

[email protected]
020 3100 8678

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