27/08/2026
The first meeting isn't about us. It's about you.
Ben Potter walks through how he approaches a first meeting, getting to know a client's financial situation, risk appetite, and investment experience before building anything.
This video is intended to be Walker Crips Investment Management’s own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment.
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