Edward Grierson
Investment Director
Edward joined Walker Crips in 2013 and has over 30 years’ experience in the Industry. He began his career in Liverpool before migrating to Inverness. For most of his career he has specialised in Discretionary Portfolio Management offering his services not only in Scotland but throughout the UK. Edward offers a highly personalised service to his clients.
Sue Grierson
Investment Director
Sue joined Walker Crips in April 2013. She began her career with a well known life company before taking time out to work in the Blood Transfusion Service and the education sector. Sue was then headhunted and invited to return to financial services where she re-found her roots and before long built up her own bank of clients. Although historically her background was in holistic wealth management, Sue now focuses solely on portfolio management, specialising in managing discretionary accounts for her clients. Sue offers a bespoke and personal service to her clients and her motto is “the clients come first”.
Jane Mackenzie
Administrator
Jane joined Walker Crips in 2018 as an Administrator. She has formerly worked for an economist, as a personal secretary at an accounting firm in Inverness, a bankruptcy assistant and latterly at Strutt & Parker. Jane enjoys working at Walker Crips where she supports the Investment Directors and excels in providing a friendly and efficient service to our clients.
Tracey Hamilton
Administrator
Tracey joined Walker Crips in August 2017 as an Administrator. She has several years’ experience in financial services, having worked at St James’s Place as a Senior Support Manager, and achieving CII Financial Planning Certificates 1,2 & 3 during her time in that role. On returning to her home city of Inverness, Tracey took two years out to complete a HND in Accounting, working in that profession, before returning to the financial services industry in her role at Walker Crips. Tracey enjoys meeting clients and providing a good, friendly service to them and the Investment Directors.
Your investment manager actively manages your portfolio on your behalf, working towards your agreed aims and risk appetite.
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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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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. Trades are executed upon your specific instruction.
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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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Should you have any questions or require any further information please call 020 3100 8109, email inverness@wcgplc.co.uk or fill in the form below to request a call back.
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.
