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.


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


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.
020 3100 8254

Shane Bennett
Senior Investment Manager

Shane works within the private client department managing portfolios for a range of clients. He has over twelve years of investment experience, previously managing a range of discretionary model portfolios as Head of Investment at an Independent Financial Advice firm. Shane first joined the industry having obtained a first-class honours degree in International Financial Services. He holds a range of industry qualifications, including the CISI Level 7 Chartered Wealth Manager qualification, and is a fellow of the Chartered Institute for Securities and Investment. He was named a UK Top 30 Under 30 Wealth Manager by Citywire over multiple years and was listed in their UK Top 100 in 2023.
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.
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.
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.
020 3100 8125


Should you have any questions or require any further information please call 01872 248688, email or fill in the form below to request a call back.


Slide 2 of 2.