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.

Current offers

See what products we have on offer and download further information


Sort and filter the information below to compare our products. For more information and downloads, click on the product names.

Investment plans

Filter By
Counterparty
Index
Barrier
Plan Name Counterparty Index Rate Kick-out
details		Barrier*Investment
Term		Closing date
UK & Europe Step Down Kick-out Plan (CA111)Credit Agricole CIBFTSE 100 and EURO STOXX 509.2565%up to 6 years5/6/2025 12:00:00 AM
UK Step Down Kick-out Plan (CA112)Credit Agricole CIBFTSE 1006.5065%up to 7 years5/6/2025 12:00:00 AM
UK & Europe Annual Kick-out Plan (CA113)Credit Agricole CIBFTSE 100 and EURO STOXX 5011.5065%up to 6 years5/6/2025 12:00:00 AM
UK & US Annual Kick-out Plan (MS214)Morgan Stanley & Co. InternationalFTSE 100 and S&P 50010.2565%up to 6 years5/30/2025 12:00:00 AM
UK & US Step Down Kick-out Plan (MS215)Morgan Stanley & Co. InternationalFTSE 100 and S&P 5008.3565%up to 6 years5/30/2025 12:00:00 AM
UK Annual Kick-out Plan (SAN074)Santander UK plcFTSE 1008.0065%up to 7 years6/13/2025 12:00:00 AM
UK Step Down Kick-out Plan (SAN075)Santander UK plcFTSE 1006.7065%up to 6 years6/13/2025 12:00:00 AM
UK Defensive Step Down Kick-out Plan (SAN076)Santander UK plcFTSE 1006.2565%up to 6 years6/13/2025 12:00:00 AM
UK Step Down Kick-out Plan (CT134)Citigroup Global MarketsFTSE 1006.5065%up to 7 years6/20/2025 12:00:00 AM
UK Annual Kick-out Plan (CT135)Citigroup Global MarketsFTSE 1007.7565%up to 6 years6/20/2025 12:00:00 AM

*Capital at Risk Barrier

Deposit plans

Filter By
Counterparty
Index
Plan Name Deposit Taker Index Rate Kick-out
details		Investment
Term		Closing date
UK Annual Kick-out Deposit Plan (SAN071)Santander UK plcFTSE 1006.50up to 6 years5/9/2025 12:00:00 AM
UK 90% Annual Kick-out Deposit Plan (SAN072)Santander UK plcFTSE 1005.50up to 6 years5/9/2025 12:00:00 AM
UK Fixed Growth Deposit Plan (SAN073)Santander UK plcFTSE 10024.004 years5/9/2025 12:00:00 AM
UK Defensive Growth Deposit Plan (SAN077)Santander UK plcFTSE 10016.003 years6/6/2025 12:00:00 AM
UK Growth Deposit Plan (SAN078)Santander UK plcFTSE 10021.003 years6/6/2025 12:00:00 AM
UK Step Down Kick-out Deposit Plan (SAN079)Santander UK plcFTSE 1005.25up to 5 years6/6/2025 12:00:00 AM

Investment plans

Filter By
Counterparty
Index
Barrier
Sort by
UK & Europe Step Down Kick-out Plan (CA111)
UK Step Down Kick-out Plan (CA112)
UK & Europe Annual Kick-out Plan (CA113)
UK & US Annual Kick-out Plan (MS214)
UK & US Step Down Kick-out Plan (MS215)
UK Annual Kick-out Plan (SAN074)
UK Step Down Kick-out Plan (SAN075)
UK Defensive Step Down Kick-out Plan (SAN076)
UK Step Down Kick-out Plan (CT134)
UK Annual Kick-out Plan (CT135)

*Capital at Risk Barrier

Deposit plans

Filter By
Counterparty
Index
Sort by
UK Annual Kick-out Deposit Plan (SAN071)
UK 90% Annual Kick-out Deposit Plan (SAN072)
UK Fixed Growth Deposit Plan (SAN073)
UK Defensive Growth Deposit Plan (SAN077)
UK Growth Deposit Plan (SAN078)
UK Step Down Kick-out Deposit Plan (SAN079)

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© Copyright 2025 Walker Crips Group plc. All rights reserved.
Walker Crips Group plc, incorporates the following companies which are authorised and regulated by the Financial Conduct Authority: Walker Crips Investment Management Limited reference number 226344 and member of the London Stock Exchange, Walker Crips Financial Planning Limited reference number 114778, Ebor Trustees Limited reference number 462002, Barker Poland Asset Management LLP reference number 499311.
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Walker Crips Group plc is registered in England and Wales, number 1432059. Registered office: 128 Queen Victoria Street, London EC4V 4BJ. Walker Crips Investment Management Ltd is registered in England and Wales, number 4774117. Registered office: 128 Queen Victoria Street, London EC4V 4BJ. Walker Crips Financial Planning Ltd is registered in England and Wales, number 3790291. Registered office: Apollo House, Eboracum Way, York, England, YO31 7RE. Ebor Trustees Ltd is registered in England and Wales, number 3514268. Registered office: Apollo House, Eboracum Way, York, England, YO31 7RE. Barker Poland Asset Management LLP is registered in England and Wales, number OC341149. Registered office: 128 Queen Victoria Street, London EC4V 4BJ.

The value of investments can fall as well as rise. Investors may get back less than invested. Past performance is not a reliable indicator of future results.

The value of investments can fall as well as rise. Investors may get back less than invested.

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