Wealth Management in Poole

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.

Proud Member

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Office Spotlight

We recently took part in Citywire’s ‘Office Spotlight’ series.

Read more here

Speak to our Wealth Management team in Poole

To find out more call us on +44 (0)1202 974111