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.

Wealth succession seminar: Sharing Family Wealth

Over the coming years, more and more money will be passed down through the generations – though recent reports suggest that as many as 50% of families don’t discuss how and when this may happen, and therefore fail to plan effectively for succession.

There are many complexities around this area, which is perhaps one of the reasons why many shy away from making such decisions. Tax is one of the biggest concerns for people passing on family wealth, and in this short seminar we aim to bring to your attention the main taxes, the reliefs available to mitigate some of them, and to make you aware of some strategies to consider adopting to help you to plan an effective wealth succession strategy for your own family.

On the legal planning side, Ellis Jones Solicitors deliver an outstanding service to a wide range of individuals, businesses and institutions including charities, educational and sports bodies. The firm's size and breadth of specialisms means each client receives the focus it requires. 

Similarly, WHIreland is a long-established firm, and through our local Poole office, and its offices both nationwide and internationally, the firm provides clients with a wide range of investment management options that include specific estate planning strategies.

Date: Tuesday 31 October
Arrival time: From 5.30pm 
Presentations: 6.00pm 
Buffet & Refreshments: from 7.30pm
Venue: Harbour Heights Hotel, Canford Cliffs, Poole, BH13 7LW

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