Wesley Coultas
‍Head of Investment Management

Wesley joined the Walker Crips Group in 1997 and has over twenty-five years of investment experience. He is responsible for developing the business strategy of the Private Client Department at Walker Crips. Wesley is a Chartered Fellow of the Securities Institute and holds a Level 6 Certificate in Private Client Investment Advice and Management. Wesley also looks after client portfolios and specialises in bespoke and model portfolio investment management.

[email protected]
020 3100 8254

Shane Bennett
‍Senior Investment Manager

Shane manages portfolios for a range of clients and has over twelve years of investment experience. He was previously Head of Investment at an Independent Financial Advice firm, overseeing discretionary model portfolios. He holds a first-class honours degree in International Financial Services, the CISI Level 7 Chartered Wealth Manager qualification, and is a Fellow of the Chartered Institute for Securities and Investment. Shane has been named a UK Top 30 Under 30 Wealth Manager and listed in Citywire’s UK Top 100. In 2024, he was named a PAM NextGen Leader and featured in Investment Week’s Leaders List 2025 for his positive impact on clients and the industry.

[email protected]
020 3100 8139

Jonathan Rowland
Branch Operations Manager

Jonathan is a Member of the Institute for Securities and Investment. He started his working life in accountancy practice, before having a change of direction after 12 years into the financial services industry, joining the then newly set up independent firm of Truro Stockbrokers in 1998, looking after the back office, ISA management, compliance matters and IT amongst other responsibilities. A move to Charles Stanley in a similar role followed, before joining Walker Crips in 2015.

[email protected]
020 3100 8617

Stephanie Fox
‍Head of Client Services, Private Clients

Stephanie has worked in financial services for over twenty years covering various roles and has been at Walker Crips since 2017, firstly working for Walker Crips Pensions before transferring to Walker Crips Investment Management. Stephanie has previously worked at Aviva, HSBC, Barclays and St James's Place. She has always had a keen interest in investment management and enjoys working with customers and third parties alike.

[email protected]
020 3100 8103

Nikki Dark
‍Investment Administrator

Nikki has nearly two decades of administrative experience, working for her previous employer for 13 years before joining Walker Crips in 2022. She has always maintained an interest in financial services and is passionate about helping clients. Nikki enjoys problem solving and has a keen eye for detail; both valuable attributes in her role supporting the investment team in our Truro office.

[email protected]
020 3100 8125