Peter Thompson
Chartered MCSI
Investment Manager
Peter has worked in the financial services industry for over 40 years. Initially specialising in personal tax matters for HMRC and then corporate pensions for around 25 years. In 1999 he moved into stockbroking and, after spells with WH Ireland and Fyshe Horton Finney, joined Walker Crips in April 2013. Peter specialises in private client work, especially the investment side of SIPPs and SSASs.
Simon Thompson
Chartered MCSI
Investment Manager
Simon joined Walker Crips in September 2013 for a one year apprentice programme working in the back office. Upon completion he moved to the Northampton office to assist his father and also spends time in the Birmingham office, where he works alongside the Investment Management team managing & maintaining client portfolios. Simon’s emphasis is on building long-term relationships with his clients, providing them with a trusted source of advice and investment solutions to help achieve their financial goals. Simon is a Chartered Member of the Chartered Institute for Securities & Investment.
You make all the investment decisions, and you have access to your investment manager, to seek investment advice when needed.
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Your investment manager follows an agreed brief, consulting you and recommending investment ideas to you, and you make the final decision.
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Choose your own investments through our Self-select Stocks & Shares ISA. You can invest your ISA allowance into a variety of funds, shares, investment trusts and ETFs.
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Your investment manager actively manages your portfolio on your behalf, working towards your agreed aims and risk appetite.
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Should you have any questions or require any further information please call 020 3100 8122, email [email protected] or fill in the form below to request a call back.