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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.

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

Craig Allison

Craig Allison

Investment Manager and Head of Office

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.

Rob Lambert

Rob Lambert

Investment Manager

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. 

Robert Matthews

Robert Matthews

Chartered Wealth Manager

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.

Sean O'Brien

Sean O'Brien

Wealth Planner

Sean has worked within the financial services sector for the past 13 years, specifically in the advice sector for the last 8 years. Sean is a level 4 qualified financial adviser, holding his diploma in financial planning and specific qualifications in taxation, insurance and retirement planning. Joining WHIreland in 2019 Sean manages the financial planning needs for clients in our Poole office based in Canford Cliffs, and is an advocate for a holistic approach to planning.

Fiona Gregson

Fiona Gregson

Team Secretary Administrator

Fiona joined the team in Poole in January 2020 and supports Investment Managers and Wealth Planning with all aspects of client support.
Fiona lives in Poole with her family and prides herself on a high level of service to clients with a strong background in administration.

This website is not directed at you if WHIreland is prohibited by any law of any jurisdiction from making the information on this site available to you, and is not intended for any use, which would be contrary to local law or regulation. This website and its contents are not intended to sell services or products over the Internet, rather for Internet viewer convenience and information purposes.

Every effort has been made to ensure the accuracy of the financial information herein but it may be based on unaudited figures, which cannot be guaranteed to be accurate. Past performance is not a guarantee of future performance. The price of shares can go down as well as up and may be affected by changes in rates of exchange. An investor may not get back the amount invested.

This website is aimed only at persons with professional experience of participating in investments and any other person who visits this website should not rely upon it. Services referred to within this site are not available to US persons.

The services referenced within this website should not be regarded as an offer nor a solicitation for such services in any jurisdiction where such activity is unlawful.

BY PROCEEDING TO ACCEPT YOU CONFIRM: that you consider yourself either a professional intermediary or an experienced and financially sophisticated investor. You attest that you are not a US person nor a US resident person.

This Website is not aimed at persons who are residents of any country where the services described or referred to herein are not registered or approved for marketing and/or sale or in which the dissemination of information on services described or referred to herein is not permitted.

This website is not directed at you if WHIreland is prohibited by any law of any jurisdiction from making the information on this site available to you, and is not intended for any use, which would be contrary to local law or regulation. This website and its contents are not intended to sell services or products over the Internet, rather for Internet viewer convenience and information purposes.

Every effort has been made to ensure the accuracy of the financial information herein but it may be based on unaudited figures, which cannot be guaranteed to be accurate. Past performance is not a guarantee of future performance. The price of shares can go down as well as up and may be affected by changes in rates of exchange. An investor may not get back the amount invested.

This website is aimed only at persons with professional experience of participating in investments and any other person who visits this website should not rely upon it. Services referred to within this site are not available to US persons.

The services referenced within this website should not be regarded as an offer nor a solicitation for such services in any jurisdiction where such activity is unlawful.

BY PROCEEDING TO ACCEPT YOU CONFIRM: that you consider yourself either a professional intermediary or an experienced and financially sophisticated investor. You attest that you are not a US person nor a US resident person.

This Website is not aimed at persons who are residents of any country where the services described or referred to herein are not registered or approved for marketing and/or sale or in which the dissemination of information on services described or referred to herein is not permitted.

You are now leaving our UK presence and accessing our international offering which is for the purposes of UK resident non-domiciled individuals and expatriates living outside the UK.

Please note that the regulations and investment protection arrangements are not the same as in the UK.