Investment Management

A wide range of services where you can choose your level of involvement in managing your investments. You can take 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.

Execution-only share dealing

Quick and easy telephone and online share dealing services for those who are comfortable making their own investment decisions

Telephone share dealing

Our execution-only telephone share dealing service gives you access to a team of dealers who will execute your orders upon your instruction. With an execution-only dealing account, you have complete control over your investment decisions.

What is execution-only share dealing?
“Execution-only” describes a trading service that is restricted only to the carrying out of share deals without any advice about their merits, risks or suitability.

Our telephone share dealing service was launched in 1986 after the deregulation of the London Stock Market known as the “Big Bang”. Walker Crips became one of the first brokers to launch a dedicated service for investors who are comfortable trading in securities without advice. Whilst the majority of our clients use our electronic, paperless nominee service, we continue to provide support to those who wish to retain their own paper certificates.

Why use our telephone service?
We understand that clients will sometimes have complicated trading needs or merely wish to speak to an individual rather than placing their instructions electronically. Our experienced dealers can help you place your orders in the market and are happy to take your call.

‍Through the use of Market Makers, we also offer extended settlement up to 4 weeks (T20), provided you hold enough collateral on account. Please note that when dealing on an extended settlement basis, the Market Maker charges a “cost of carry” that may be reflected in the traded price. We are also able to deal in some more complex investments on your behalf, but we’d need some more information from you about your knowledge and experience to show us that you understand, and have experience trading in, the instruments concerned.

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You can open an execution-only telephone share dealing account online in minutes.


Client Portal mobile app

The Walker Crips Client Portal mobile app provides you with all the functionality afforded by our web-based Client Portal, giving you easy access to your investment portfolio alongside correspondence relating to your account(s) on your iOS or Android mobile device or tablet.

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Online share dealing

What is execution-only share dealing?
‍ ‍Our execution-only online share dealing platform gives clients a simple-to-use, UK securities only service. This online service gives you access to buy or sell shares directly from or to the market. Our system polls thirty to forty Market Makers and offers you the best available price among them for the quantity you wish to trade.

Why open an online share dealing account with Walker Crips?

  • Best available price for the quantity you wish to trade from around 30-40 retail service providers (Market Makers)
  • No hidden costs
  • Live price quotes and simple stock charting
  • Simple and easy to use

ISAs and JISAs

Choose your own investments through our tax-efficient Self-select Stocks & Shares ISA or invest for your child’s future through a Junior ISA.

What are ISAs and JISAs?
An Individual Savings Account (ISA) is a tax-efficient savings account. There are different types of ISA, and we provide the Stocks & Shares ISA where you can trade in shares and your gains, dividends and income are tax free. The amount you can save into an ISA annually is substantial. For the 2024/25 tax year, the limit is £20,000.

A Junior ISA (JISA) is an ISA for the under-18s. The mechanics are similar to the ISA service, and the parents, or guardians with parental responsibility, can open a JISA and manage the account, but the money belongs to the child. The child can take control of the account when they are 16, but cannot withdraw the money until they turn 18, or convert the JISA into an adult ISA. The amount that can be saved into a JISA annually is generous. For the 2024/25 tax year, the limit is £9,000.

How can you make the most of your savings?
With no tax to pay on capital gains or interest earned, using your annual ISA allowance is one of the most tax-efficient ways to invest. By investing your ISA allowance into a Walker Crips Self-Select Stocks & Shares ISA, you can choose your own investments and have full control over your own ISA.

A wide range of investments are available through our Self-Select Stocks & Shares ISA service. You can also sign up for and use our investment management service, or you could make your investment decisions yourself.

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Nominee and custody service

Our nominee service gives you the flexibility of keeping your shares with us electronically. You can buy and sell them without having to post physical share certificates back and forth, which removes the risk of certificates being lost in the post or being delayed, or your having to pay postage costs. The shares are registered in our nominee name but are clearly identified as yours in our systems, our client investment packs and our client portal.

Nominee account benefits
By opening a nominee account with us, you can enjoy the benefits of:

  • a safe and convenient way of holding your investments;
  • cheaper transaction fees compared to share certificates and greater efficiency on delivery and settlement;
  • free inward transfer and free deposit of share certificates into our nominee account;
  • we’ll be notified of any corporate actions relating to your share holdings and help you deal with them;
  • we’ll receive dividends for your shares and put them into your account.

It is simple to transfer your existing share certificates into our nominee account

  1. If your shares are already held in a nominee account elsewhere, all you need is our nominee account details to instruct your current nominee company to transfer the shares to us;
  2. If your shares are in paper certificate form, sign up to our nominee services, complete the share certificate transfer form and hand the certificate/s to us. We’ll liaise with CREST (the central securities depository for the UK) and in a short time, typically within three working days, the shares will appear in your account held with us, which you can then view via our Client Portal.

Our team

Grahame Wick

Share Dealing Team Manager

Having started his career in 1986, just before the “Big Bang” and the 1987 Stock Market Crash, Grahame is a highly experienced broker. He first worked at Southard Gilbey, McNish & Co Stockbrokers and passed the stockbroking exams in 1989 to become a registered representative of the London Stock Exchange. Southard Gilbey, McNish & Co merged with Walker Crips Group Plc in 2002. While working as Assistant ISA Manager, Grahame passed the Investment Management Certificate before attaining the Level 6 Private Client Investment Advice and Management Certificate in 2013. Grahame’s knowledge of tax-efficient plans helps in his current role as Share Dealing Team Manager.

grahame.wick@wcgplc.co.uk
020 3100 8192

David Goymer

Share Dealing Assistant

David began his career with Walker Crips in 1990 during the hectic period when the ten UK water board companies were privatised and floated on the London Stock Exchange. He worked for four years in the ‘Investorlink’ department, which provided execution-only telephone share dealing services. David then moved to Lloyds Stockbrokers as a dealer for 11 years, where he passed his Securities Representative and Options exams. In 2005, David moved to Selftrade as a Dealing Supervisor. In 2022, thirty-two years after he first joined the firm, David returned to Walker Crips as a Share Dealing Assistant.

david.goymer@wcgplc.co.uk
020 3100 8678

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