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.

Birmingham

126 Colmore Row

Providing investment management services and developing trusted relationships with our clients for over a century. From individual share trading to discretionary portfolio management across ISAs, JISAs, SIPPs and SSASs

Birmingham

Clive Duckitt

Clive Duckitt
Investment Director

Clive has spent all his career working in the Birmingham stockbroking/investment management industry. He was instrumental in opening the Walker Crips office in Birmingham in 2013. Clive manages investment portfolios for a wide range of investors with whom he has built up long term client relationships helping them meet their financial objectives. He was attracted to Walker Crips by its tradition of building and maintaining close client relationships combined with the use of modern technology. This has been a particular advantage throughout the recent period of “working from home”, and has enabled a normal level of service to be maintained.

clive.duckitt@wcgplc.co.uk
020 3100 8120

Sally Greenwood

Sally Greenwood
Investment Director

Sally has over two decades of experience in financial services, having commenced her career in 2000. She began as a dealer before qualifying as an investment manager. Sally then spent seven years working as a private banker with Barclays Wealth. This diverse background has equipped her with valuable insights into the broader financial services landscape. Sally has a passion for managing bespoke portfolios and building lasting client relationships. She is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities & Investment (FCSI).

sally.greenwood@wcgplc.co.uk
020 3100 8412

Jonathan Brown

Jonathan Brown
Investment Manager

Jonathan has worked within the investment management sector for over 35 years, having started as a junior dealer on the Birmingham Stock Exchange trading floor. Now in his eighth year with Walker Crips Investment Management, Jonathan focuses upon clients seeking managed or advisory dealing portfolio services. Jonathan`s clients include charities, and Family Trusts in addition to private individuals, in which many have long standing relationships going back over many years.

jonathan.brown@wcgplc.co.uk
020 3100 8197

Simon Thompson

Simon Thompson
Investment Manager

Simon joined Walker Crips Investment Management in September 2013 for a one-year apprentice programme in the back office. Upon completion he moved to the Northampton office to assist his father and also spends time in the Birmingham office, where he works alongside the Investment Management team managing & maintaining client portfolios. Simon’s emphasis is on building long-term relationships with his clients, providing them with a trusted source of advice and investment solutions to help achieve their financial goals. Simon is a Chartered Member of the CISI (Chartered Institute for Securities & Investment).

simon.thompson@wcgplc.co.uk
020 3100 8282

Neal Stevens

Neal Stevens
Investment Manager

Neal entered the stockbroking community in June 1985 and ultimately Walker Crips Birmingham office in November 2014. With its first-class portfolio management system, central Birmingham office location and genuine focus on the client’s requirements Neal felt that Walker Crips culture, founded on traditional values, and investment approach, which is modern and meets the prevailing challenges of the changing economic environment, was a good home. Neal's willingness to travel and meet new and existing clients has enabled him to build a very personal and successful client base, with clients all over the UK. Neal is a Chartered Fellow of the CISI (Chartered Institute for Securities & Investment).

neal.stevens@wcgplc.co.uk
020 3100 8285

Sue White

Sue White
Investment Manager

Sue has worked within investment management for over 35 years and was among the first women to achieve membership of The London Stock Exchange, having gained the relevant qualifications, in 1985. Now a Chartered Fellow of the Chartered Institute for Securities & Investment, Sue moved to the Birmingham office of Walker Crips Investment Management in 2014. Sue manages portfolios, on both a discretionary and an advisory basis, for private individuals, trusts and SIPPs, providing a service tailored to meet her clients' specific requirements, having built up client relationships over many years.

susan.white@wcgplc.co.uk
020 3100 8257

Tom Stevens

Tom Stevens
Investment Manager

Tom joined Walker Crips from university in January 2018. He has completed his Chartered Institute of Securities & Investment (CISI) Level 4 qualification and is an Associate member of the CISI. Tom manages and maintains client portfolios from our Birmingham office. Tom prides himself on his personal touch and is always willing to travel to meet with existing and new clients at their convenience.

tom.stevens@wcgplc.co.uk
020 3100 8683

Peter Bill

Peter Bill
Investment Manager

Previously a professional musician, Peter has retrained since mid-2021 gaining a variety of qualifications through the Chartered Institute of Securities & Investment ranging from Wealth Management, Islamic Finance and the Level 4 Investment Advice Diploma (“IAD”). He is currently working to attain the Chartered Wealth Manager qualification. Peter has also serviced as Vice President of the Birmingham & West Midlands branch of the CISI. In this role, he was actively involved in organising networking and educational events for the Young Professionals Network and the broader financial professional community.

peter.bill@wcgplc.co.uk
020 3100 8679

Joe Simpson

Joe Simpson
Business Development Associate

Joe joined Walker Crips in Business Development in 2023 after a seventeen-year career in professional rugby, which included representing England at the highest level. Alongside his rugby, Joe studied at The London School of Economics. He brings the skills he developed during his sporting career to his role, fostering relationships and raising the awareness of Walker Crips, whilst studying to become an Investment Manager.

joe.simpson@wcgplc.co.uk
020 3100 8157

Kathy Duffy

Kathy Duffy
Administrator

Kathy completed a degree in Applied Psychology and began working in stockbroking in 1998. She has worked at Walker Crips since 2013. Her current role entails deceased and bankrupt estate administration, providing investment valuations for probate and assisting executors with the sale or transfer of investments once probate has been granted.

kathryn.duffy@wcgplc.co.uk
020 3100 8212

Contact

Should you have any questions or require any further information please call 020 3100 8120, email birmingham@wcgplc.co.uk or fill in the form below to request a call back.