Bill Newton
Chartered FCSI
Investment Director
Bill has worked within the investment management industry for the last seventeen years, covering US, European and UK markets. Prior to Walker Crips, he worked within Barclays Wealth for seven years as a Vice President and senior member of the Equity Advisory Dealing Desk in their London headquarters. Bill is a Chartered Member of the Chartered Institute for Securities & Investments.
Mark Entwistle
CFA
Investment Director
Mark has been in the investment industry since being hired by Barclays Wealth in 2008. After working as part of the lending team in Barclays Private Bank’s Monaco office, Mark later joined the Equity Advisory Dealing desk in London. He is a holder of the CFA Charter and has a decade of experience advising private clients on investing into a range of securities, specialising in individual equities and bonds.
Steven Moss
Chartered FCSI
Investment Director
With over 25 years investment experience, Steven is well regarded within the financial services industry. Having started his career at Barclays and worked within various divisions such as Barclays Stockbrokers, Private Bank and Barclays Wealth, Steven has gained valuable knowledge and expertise essential to help guide investors through financial markets. Now in his sixth year at Walker Crips, Steven’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.
You make all the investment decisions, and you have access to your investment manager, to seek investment advice when needed.
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In an execution only service you make your own investment decisions. Trades are executed upon your specific instruction.
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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 8235, email [email protected] or fill in the form below to request a call back.