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. Clients of our Poole Wealth Management office also have access to WHIreland’s financial advisers to ensure that every aspect of their financial situation is catered for.
We recently took part in Citywire’s ‘Office Spotlight’ series.
To find out more call us on +44 (0)1202 974111
Craig is a Chartered Fellow of the Chartered Institute for Securities and Investments and joined WH Ireland in 2012 as Investment Manager and Head of the Poole office. Originally from South Yorkshire, Craig began his career with Charles Stanley in London nearly twenty years ago before relocating to Dorset in 2010. Craig and the team in Poole manage discretionary and advisory funds on behalf of a number of high net worth individuals, families, trusts and charities throughout the region and across the UK and overseas, together with private client discretionary portfolios on behalf of professional intermediaries.
Robert has been an investment manager since 2006, before migrating an established client base to WHIreland in March 2012. Robert specialises in bespoke Discretionary management to private clients, trusts and SIPPS. He is a Chartered member of the Securities Institute with 10 years investment experience including equities, fixed income and collective investments. Robert manages a significant portfolio of discretionary assets.
A Chartered Wealth Manager, Member of the Chartered Institute for Securities & Investment and holder of the CISI Level 6 PCIAM examination. Robert is responsible for the Oil and Gas sector on the firms monthly sector review and is responsible for stock research for the Canford Cliffs Office. Robert manages both Discretionary and Advisory portfolios for individuals, Charities, SIPPs and Trusts. Outside of work, Robert is active in the local community and is currently Treasurer of Dorchester Round Table-a charitable organisation that raises funds for local good causes.