Simon specialises in bespoke portfolio management. He manages portfolios on behalf of a wide array of clients including individuals, trusts, charities and Self-Invested Personal Pensions (SIPPs). Simon takes care to ensure that the underlying investor aims are fully appreciated and reflected in the style of portfolio constructed. He has been part of the Private Client team at Walker Crips since 2004, having passed his stockbroking exams in 1999. Simon is a member of the Chartered Institute for Securities & Investment, holding the Chartered Fellow (FCSI) designation.
