Investment Management

Underpinning any financial planning there needs to be a cohesive investment strategy which is aligned to investment risk tolerance, time horizons and return expectations.

Being part of the Walker Crips Group we can tailor investment solutions to meet with our client's objectives whether this is through the use of collective investments or investment in the asset classes directly.

We have investment specialists who work in conjunction with the wealth management consultants to create the most appropriate bespoke investment solution, which may in some cases result in the appointment of an investment professional to manage the portfolio on a discretionary basis.

There are a growing number of investment products available and the selection is vital to a client’s needs professional help has never been more essential than at present. We are pleased to offer our opinion on all investment matters, including take-overs, mergers, rights issues and forthcoming new issues.

Through the Walker Crips Group of companies all categories of Private Clients can be catered for, both large and small and when we offer investment advice we always give consideration to the individual’s financial and personal objectives. We are well versed in structuring a portfolio for clients, their subsequent review and ensuring their maintenance. An Investment Review is published regularly outlining our thoughts on markets generally and giving certain specific recommendations.