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.
Shane Bennett
Senior Investment Manager
Shane manages 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 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 by Citywire and was listed in their UK Top 100. In 2024, he was named as one of the PAM NextGen Leaders in the private client wealth management industry.
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.
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.
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.
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 truro@wcgplc.co.uk or fill in the form below to request a call back.
The value of investments can fall as well as rise. Investors may get back less than invested. Past performance is not a reliable indicator of future results.
The value of investments can fall as well as rise. Investors may get back less than invested.
