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.

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.

Intermediary services

Achieving the best outcomes for your clients

Helping you help your clients

Our Discretionary Fund Management (DFM) services enable you to leave the management of your clients’ investments to our experienced team, allowing you the time to focus on their wider financial planning requirements.

Walker Crips Investment Management is dedicated to providing institutional-quality investment management to your clients. Our approach is founded on traditional values of integrity and responsibility, coupled with a robust approach to risk management.

Speak to us

Speak to one of our Business Development Managers (BDM) today. They are on hand to assist you in exploring how our services can benefit both you and your clients.

Request a call back

Intermediary brochure

Includes our full range of intermediary services, as well details of our investment philosophy, risk-management process and risk categorisation.


Our range of services

Bespoke Portfolio Service
Model Portfolio Service
Gilt Portfolio Service
Inheritance Tax (IHT) Relief Portfolio
Structured Investments
Portfolio Review Service

Ongoing support

Each of your clients is unique. That’s why we will never take a one-size-fits-all approach to managing their investments, instead focusing on providing the service that best suits their objectives. Our investment portfolios are tailored to meet your clients’ specific investment goals, attitude to risk and investment preferences.

In collaboration with you, we can help you select the level of service which best suits your requirements.

Business Development relationship support
Review client portfolios in real-time
Online portfolio access and reporting
Competitive fees
Direct access to a dedicated investment manager
Ongoing admin support
Quarterly reports and valuations
Meetings at locations of your preference
A comprehensive year-end tax pack
Flexible approach to suit each individual client’s needs
Our team
Ryan Hughes
Head of Business Development
020 3100 8406
Alan Kinnaird
Business Development Manager
020 3100 8130
Joe Simpson
Business Development Manager
020 3100 8157

Request a call back

Get in touch with our Business Development team to discuss our wide range of services and how we can work with you and your clients.