Investment Management

A wide range of services where you can choose your level of involvement in managing your investments. You can take all the investment decisions yourself and simply give us your instructions, you can access our expert advice for your portfolio or entrust the decisions to your dedicated investment managers.

As an independent investment manager, not tied to any funds, products or large institutions, we offer you transparency and flexibility to ensure that your objectives are met efficiently and successfully.

Truro

A local team of Chartered Wealth Managers providing investment management services for private individuals, charities, companies, trusts and intermediaries.

Truro

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.

[email protected]
020 3100 8254

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.

[email protected]
020 3100 8204

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.

[email protected]
020 3100 8139

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.

[email protected]
020 3100 8617

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.

[email protected]
020 3100 8103

Contact

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.