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.

It is important to remember that the value of investments can go down as well as up and it is possible to get back less than you invested, especially in the early years. Past performance is no guarantee of future returns and interest rates and dividends are variable and cannot be guaranteed in the future. Any tax treatment mentioned is based on personal circumstances and current legislation which is subject to change. In the event of a client having a complaint about our services we will do our best to resolve that complaint promptly and to the client's satisfaction. However if we are unable to do so, the client may have the right to complain to the Financial Ombudsman Service. Further information can be found on the Financial Ombudsman Services's Website at www.financial-ombudsman.org.uk.