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.
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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.

Help and support

Providing you with support when you need it

At Walker Crips, we want to support and assist you throughout your investment journey. However, we understand that your personal circumstances can sometimes mean you need a bit of extra help.
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An unexpected life event can cause your circumstances to change, which can change what you need from us. Anyone can find themselves in need of additional help and support at some point in their life, as no one is immune to the human experience.

You can let us know about anything, including but not limited to:

Financial difficulties

A bereavement

An illness, disability or impairment (e.g. visual/hearing)

Your mental ill-health

Taking on caring responsibilities

A divorce or other change to your domestic life

Domestic or financial abuse

Learning difficulties

Addiction

Even if you don’t feel like it’s a big deal or that it’s something that won’t directly impact your relationship with us, please do let us know so we can help you as best we can.

These are some of the ways we can help:
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Adapting the way we communicate with you to suit your needs

Creating a second layer of decision approval for investment decisions, such as establishing a Third Party Authority

Helping establish a Power of Attorney

Ensuring all meetings are attended by a trusted individual of your choosing

Making sure all meetings we have with you are appropriate for your access, mobility or family needs

We can point you towards organisations and charities that could be of assistance

Schedule more frequent contact with you, should you wish

We have a specialist team able to deal with complex issues to ensure the support we provide is appropriate

To let us know if you need any extra support, please contact your investment manager/account executive. If you would prefer, you can also reach out to our Customer Support team via telephone or email using the details below:
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020 3100 8000

[email protected]

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