Wesley Coultas
Director, Private Clients
Wesley joined Walker Crips in 1997. He is Director of the Private Client Department and specialises in model and bespoke portfolio management. He manages portfolios on behalf of a wide range of clients including individuals, pensions, trusts and charities. Wesley works closely with colleagues across all Walker Crips’ Offices. He is a Chartered Fellow of the Chartered Institute for Securities & Investment.
Sarah Content, CFA
Investment Manager
Sarah began her financial career at Walker Crips in 2010. Before progressing to Investment Manager, she fulfilled a central role within our Finance, Operations, Technology & Administration teams. She manages investment portfolios for private clients, trusts, companies and SIPPs. Her broad experience from both sides of the business means she can come up with solutions that add simplicity to the investment process. Sarah has achieved Chartered Financial Analyst status which is one of the most widely recognised investment designations in the world and is a Chartered Member of the Chartered Institute for Securities & Investment.
Christopher Bolshaw
Investment Manager
Chris is a Chartered Fellow of the Chartered Institute for Securities and Investment, with over 30 years’ experience as an investment manager. Throughout his career he has looked after the interests of a 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. Having formerly served with the Royal Air Force for eight years, flying Phantoms and Nimrods, Chris channelled the background of his Economics degree from Manchester University and his enthusiasm for the markets into his principal career. Cementing his commitment to Cornwall he went on to co-found and run an independent stockbroking firm for ten years, then joining a national firm in 2008, managing their Truro office for the next six years, before moving to Walker Crips in 2015.
Jonathan Rowland
Branch Operations Manager
Jonathan is a Chartered Member of the Institute for Securities and Investment. Having spent twelve years working in accountancy practice, he decided to have a change of direction into the investment industry, joining Chris when he and his then business partner, Jeremy Sharp started their independent firm of Truro Stockbrokers in 1998. He has been a member of the team ever since, dealing with compliance matters, looking after the back office, IT, official reporting, execution only dealing, and general operational functions.
Stephanie Fox
Client Relationships Manager
Stephanie has over sixteen years of experience working in financial services covering various roles and joined Walker Crips in 2017, initially working in the pensions team and subsequently transferring into the Private Client Department. Previous to Walker Crips, Stephanie has worked for Aviva, Barclays, HSBC and St James’ Place to build her knowledge in a variety of financial services fields. She has always had a keen interest in investment management and building relationships with clients and third parties alike.
Choose your own investments through our Self-select Stocks & Shares ISA. You can invest your ISA allowance into a variety of funds, shares, investment trusts and ETFs.
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Our team can work with you to develop a Self Invested Personal Pension (SIPP) portfolio that aligns with your retirement goals.
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In an execution only service you make your own investment decisions. Trades are executed upon your specific instruction.
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Your investment manager actively manages your portfolio on your behalf, working towards your agreed aims and risk appetite.
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Our IHT Relief Portfolio has been designed for individuals with the concern that Inheritance Tax may negatively impact the future generations of their family.
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Should you have any questions or require any further information please call 01872 248688, email [email protected] or fill in the form below to request a call back.