Our Cardiff office has been situated in St Andrew’s Crescent since 2001 and is a leading provider of Wealth Management services in South Wales. Our core services include investment management services for individuals, trusts, pension funds, charities, and companies, both as direct clients and indirectly via intermediaries, alongside Financial Planning from our Cardiff-based Financial Planning team. We pride ourselves on providing a high-quality service that will include regular contact throughout the year.
We manage portfolios for local charities and are pleased to offer them our support. Naturally, we are great supporters of our national sports teams.
Our core services cover both bespoke portfolio investment management and independent financial planning. Our advice covers the full range of investment products including Individual Savings Accounts (ISA), Self Invested Pension Plans (SIPP), Trusts, Investment Bonds, Offshore Bonds, Venture Capital Trusts (VCT) and Business Property Relief Portfolio. Specialist areas including Estate and Succession Planning including Inheritance Tax advice and also Personal Injury and Clinical Injury Settlements planning.
If you would like to find out more about the Wealth Management and Financial Planning services offered in Cardiff, please contact us by telephone or email and we will be pleased to discuss your requirements.
Richard has worked in the Investment Management Industry since 1980. In the past 10 years, he has been in a managerial position at Brewin Dolphin, based in London. Richard joined WHIreland in April 2019 in order to pursue the rest of his career closer to home. He has wide experience in managing portfolios on behalf of private clients, Trusts, and Charities. He is a member of the Chartered Institute for Securities and Investment (MCSI).
Brinley is a Fellow of the Chartered Institute for Securities and Investment (FCSI). He is an Associate Director and Investment Manager at the Cardiff branch of WH Ireland Limited and manages portfolios on behalf of Private Clients, Trusts, and Charities.
After starting his career at Lyddon & Co in 1981 working with administrative and client-facing departments, Brinley became a Portfolio Manager in 1986. In 1991 Brinley joined Henderson Crosthwaite as a Portfolio Manager, subsequently being appointed a Divisional Director. Brinley Joined WHIreland in 2002.
Matthew has worked within the investment sector since 2004, after graduating with a BA(Hons) in Financial Services. Initially, he worked in holistic financial planning and retail distribution before becoming an analyst and investment manager in 2010. He is a keen advocate of Socially Responsible Investment and thoroughly understands the complexities within this field. Matthew holds the Private Client Investment Advice and Management certificate, CFA certificate in Investment Management, and is a member of the Chartered Institute for Securities and Investments (MCSI).
Matthew has worked in Financial Services since 1990, following his mother into the profession. He obtained a BA (Hons) Degree and Master’s Degree before becoming a Financial Planner in 2007. He has a keen interest in Behavioural Psychology in Finance and has studied this with Harvard University. Matthew has in the past been a Trustee for Help the Aged and Chairman of a Fine Art Society at the Barber Institute of Fine Arts, Birmingham. Having relocated to Cowbridge, he now enjoys exploring the area with his family.