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 Fiona Gregson. Between them they have well over 50 years’ experience in wealth management. The team in Poole offer the WH Ireland 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.
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 over 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.
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, SIPPS, and intermediaries. He is a Chartered Member of the Securities Institute with 14 years of investment experience including equities, fixed income, and collective investments. Robert manages a significant portfolio of discretionary assets. Outside of the office, Robert enjoys spending time with his family and playing golf.
A Chartered Wealth Manager, Member of the Chartered Institute for Securities & Investment, and holder of the CISI Level 6 PCIAM examination. Robert sits on both the stock selection and collectives committee within WH Ireland and is responsible for stock and fund 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 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 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.