28 November 2023
Walker Crips Investment Management has announced the appointment of Sally Greenwood as Investment Director in its Birmingham office.
Sally brings over two decades of extensive experience in the financial services industry, having commenced her career in 2000. Her journey began as a dealer, before qualifying as an investment manager at Pilling & Co. Sally then spent seven successful years working as a private banker with Barclays Wealth & Investment Management. This diverse background has equipped her with valuable insights into the broader financial services landscape.
Known for her passion for managing bespoke portfolios and building lasting client relationships, Sally is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities & Investment (FCSI). Her dedication to delivering tailored investment solutions aligns seamlessly with Walker Crips' commitment to providing exceptional service to its clients.
Sally Greenwood commented:
“I look forward to contributing to the firm’s continued success and leveraging my experience to create meaningful, tailored investment strategies for our clients, both in the Midlands region and across the UK."
Wesley Coultas, Head of Investment Management at Walker Crips, expressed his enthusiasm about Sally's appointment, stating:
"Sally's proven expertise and client-focused approach make her a valuable addition to our team. We are confident that her leadership and wealth of experience will enhance our capabilities in Birmingham and contribute significantly to our ongoing expansion.”
Walker Crips Investment Management remains committed to attracting top-tier talent to drive its strategic objectives and maintain its position as a leading player in the investment management industry.
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Important Note
No news or research content is a recommendation to deal. It is important to remember that the value of investments and the income from them can go down as well as up, so you could get back less than you invest. If you have any doubts about the suitability of any investment for your circumstances, you should contact your financial advisor.
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.
