Our Milton Keynes office is situated in the heart of the city, close to the railway station and shopping centre. It represents a key location given its proximity to London and its status as one of the fastest growing areas of the country. The roots of the office can be traced back to the early 1990s. From humble beginnings the office now boasts four investment managers and administrative support. The majority of clients are based around Milton Keynes and surrounding counties.
Our Wealth Management team aim to get to know you on a personal level as understanding your life goals is key to offering a tailored investment solution. We have a strong commitment to bespoke portfolio management, ensuring that your investments fit your unique requirements.
Our wealth management services in Milton Keynes are available to individuals, companies, trusts, charities and personal pension funds and have access to WHIreland’s financial advisers to ensure that every aspect of their financial situation is catered for, from passing on assets to the next generation as tax-efficiently as possible to our specialist Enterprise Investment Scheme (EIS) service.
To find out more call us on +44 (0)1908 774250
Paul is a Chartered Fellow of the Chartered Institute for Securities and Investments, and holds the Securities and Investments Institute Diploma. He joined WH Ireland Limited in 2014 as Investment Manager, heading up the Milton Keynes office and is responsible for discretionary investment portfolios for private clients.
After graduating from Warwick University in 1993 with a degree in Computer Science, Paul spent five years with Oracle Corporation as a Computer Technician, and eventually became Account Manager in the Telecommunications and Media sectors.
In 1999, a change in direction lead Paul to become a Private Client stockbroker, joining Charles Stanley & Co., where he remained until 2014, taking over as manager of the branch in 2012.
Having graduated from Warwick University in 1985 with a degree in Accountancy and Financial Analysis, Nicholas pursued a career in UK equity investment management. After 3 years at Sun Alliance he joined Equitable Life where he remained for 13 years, eventually taking responsibility for the management of the UK Smaller Company equity portfolio.
He turned to private client investment management in 2008, first at Rowan Dartington in Bristol and then at Charles Stanley in Milton Keynes, where he proceeded to build a loyal client base. In 2014 Nicholas joined W H Ireland as a founder member of its new Milton Keynes branch, specialising in discretionary and advisory portfolio management.
Nicholas is a Chartered Member of the CISI and has 30 years' of stockmarket experience under his belt.
Steve joined WHIreland in 2017, after a 20 year career at Coutts & Co. His previous roles were as Team Leader & Director, establishing the Milton Keynes office in 2006.
Prior to working for Coutts in Oxford and their London head office, Steve held a number of senior Private Banking positions at NatWest including training Private Bankers at the Heythrop Park training centre.
Steve is a Chartered Wealth Manager.
Born in Plaistow, Daniel is an Independent Wealth Planner with over 28 years’ experience in financial services which has included Director of Specialist Advice at Coutts & Co and Managing Director of an IFA business owned by a top 50 firm of Chartered Accountants based in East Anglia.
Since graduating from the University of Kent at Canterbury where he gained a BA (Hons) in Law, Daniel has continued his professional development gaining both Chartered and Certified Financial Planner status as well as an Advanced Diploma in Financial Planning (AFPC, DipFPS) including Pension Transfer Specialism (G60).