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.

Scotland

Offering bespoke portfolio management for individuals, trusts and charities. Also providing probate investment valuations, dealing and portfolio management services to solicitors and their clients.

Scotland

Edward Grierson - Investment Director

Edward Grierson
Investment Director

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]
020 3100 8115

Sue Grierson - Investment Director

Sue Grierson
Investment Director

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]
020 3100 8109

Jane Mackenzie - Administrator

Jane Mackenzie
Administrator

Jane joined Walker Crips in 2018 as an Administrator. She has formerly worked for an economist, as a personal secretary at an accounting firm in Inverness, a bankruptcy assistant and latterly at Strutt & Parker. Jane enjoys working at Walker Crips where she supports the Investment Directors and excels in providing a friendly and efficient service to our clients.

[email protected]
020 3100 8607

Tracey Hamilton - Administrator

Tracey Hamilton
Administrator

Tracey joined Walker Crips in August 2017 as an Administrator. She has several years’ experience in financial services, having worked at St James’s Place as a Senior Support Manager, and achieving CII Financial Planning Certificates 1,2 & 3 during her time in that role. On returning to her home city of Inverness, Tracey took two years out to complete a HND in Accounting, working in that profession, before returning to the financial services industry in her role at Walker Crips. Tracey enjoys meeting clients and providing a good, friendly service to them and the Investment Directors.

[email protected]
020 3100 8606

Contact

Should you have any questions or require any further information please call 020 3100 8862, email [email protected]. or fill in the form below to request a call back.