WHIreland has been advising private individuals, corporations, trusts and charities in Bristol and the South West region for over 10 years. We provide the full range of investment advisory services covering a wide range of investment and planning challenges. Our services are also available to financial advisers and intermediaries who require outsourced management of their clients’ portfolios.
The Bristol Wealth Management office is headed by Nick Lamb. He is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities and Investment (CISI). Having started his career at Lloyds Bank Stockbrokers in 1997 he then moved to WHIreland in 1999. He is responsible for managing discretionary portfolios for a range of clients, trusts, charities and private individuals.
The Bristol Wealth Planning team includes Tom Williams. Tom joined WHIreland in 2012 and has over 16 years’ industry experience providing independent financial advice. He has held Chartered Status for the last 8 years. His expertise covers retirement planning, education planning, tax mitigation and passing on wealth to future generations.
Our core Wealth Management and Wealth Planning services offered in Bristol cover both bespoke portfolio investment management and independent financial planning. Our advice covers the full range of investment products including Individual Savings Accounts (ISA), Self Invested Pension Plans (SIPP), Trusts, Investment Bonds, Offshore Bonds, Venture Capital Trusts (VCT), Enterprise Investment Schemes (EIS) and Business Property Relief Portfolio. Specialist areas including Estate and Succession Planning including Inheritance Tax advice and also Personal Injury and Clinical Injury Settlements planning.