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 professional intermediaries.

Our local team prides itself on premier levels of customer service and looks forward to welcoming clients to our offices on Ravine Road.

Covering the South West, the team is headed up by Craig Allison, and supported by Chartered Wealth Manager Robert Matthews, Investment Manager Rob Lambert, Wealth Planner Sean O’Brien and Client Administrator Iwona Johnson. Between them they have well over 50 years’ experience in wealth management. The team in Poole offer the WHIreland Complete Wealth Management Service, which ensures every aspect of your financial situation is catered for. We focus on helping our clients to meet their financial goals and protect their wealth and lifestyle.

Proud Member  

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Office Spotlight

We talk through some key steps to retirement planning: “How much do I need to retire?”

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WHIreland supports Dorset Parent Infant Partnership

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Speak to our Wealth Management team in Poole

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