Established in February 2012 and just a stone’s throw from the beautiful beaches at Canford Cliffs, our Poole office manages wealth for individuals, trusts, pension funds, charities and corporates both as direct clients and indirectly through introductions via intermediaries.
Our local team prides itself on premier levels of customer service and looks forward to welcoming clients to our offices on Ravine Road, Poole.
Covering the South West including Hampshire, Dorset, Devon, Wiltshire and Somerset, the team is headed up by Craig Allison, and supported by Investment Managers Robert Matthews and Rob Lambert and consultant Martin Longland. Between them they have well over 75 years’ experience in wealth management.
Hosted by WHIreland Wealth Management, and featuring guest speakers from BlackRock and Jupiter Fund Management, we are delighted to invite you to an evening seminar focusing on the major issues of the effects of low interest rates on income generation, wealth planning opportunities for IHT planning, pension provision and long-term care issues, particularly prevalent in the Poole and Dorset area.
Date: Thursday 18 May
5.30pm to 6pm: Pre-event reception with light refreshments
6pm to 7pm: Three presentations from our guest speakers
7pm to 9pm: Q&A, meet the team and buffet
We recently took part in Citywire's 'Office Spotlight' series.