Truro

Welcome to the Truro branch of Walker Crips Investment Management. Located at 65 Lemon Street, the office was established in 1998 and joined Walker Crips in early 2015. The team of Chartered Wealth Managers, with combined financial sector experience approaching 100 years, offer a comprehensive investment management service to Private Clients, Charities, Trusts and Corporates throughout the Southwest and beyond.

We understand that developing a trusted relationship with someone who will take the time to listen to you and assess your needs is the most important part of finding professional advice in which you will have the utmost confidence.


Our Services include

  • Discretionary Managed Portfolios
  • Wealth Management
  • Stockbroking Services
  • Intermediary Services
  • Pensions (including SIPPs)
  • Inheritance Tax Portfolio Service
  • Charities and Trusts
  • ISAs
  • Corporate Investment
  • Probates

Downloads


Please call us on 01872 248688 if you have any questions or would like to discuss a service that would be most appropriate for you.

Truro

65 Lemon Street Truro Cornwall TR1 2PN

  • 01872 248688

Christopher Bolshaw
Christopher Bolshaw
Branch Manager
Chris is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager, with 30 years’ experience as an investment manager. Throughout this time he has taken care of the interests of his wide range of clients, managing portfolios for individuals and their families, Trusts and local charities. He also works closely with local solicitors, accountants and other professionals.

Investors should be aware that past performance is not a reliable indicator of future results and that the price of shares and other investments, may fall as well as rise and the amount realised may be less than the original sum invested.


Walker Crips Group plc (Old Change House, 128 Queen Victoria Street, London EC4V 4BJ), registered in England, registered number 1432059, incorporates the following companies which are authorised and regulated by the Financial Conduct Authority: Walker Crips Investment Management Limited registered in England number 4774117 member of the London Stock Exchange, Walker Crips Wealth Management Limited registered in England number 3790291, Ebor Trustees Limited registered in England number 3514268, Barker Poland Asset Management LLP registered in England and Wales number OC341149.