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.
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.
Kacey Breakspear
Customer Support Administrator
Since joining the Truro team in April 2025, Kacey has been instrumental in ensuring a smooth and efficient experience for our clients. She leverages a strong background in administration and client relations to support both our colleagues and clients. Kacey is passionate about using her organisational skills and commitment to client service to contribute to our team and grow her career in financial services.
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.
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.
