Established in February 2012 and at the heart of Poole’s historic quayside, our 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 at Quay House, 7 The Quay.

The team based in our Poole office, covers the South West and Wales. Headed up by Joint Deputy Head of Wealth Management and Investment Manager Craig Allison, the team consists of Head of Research and Investment Manager Robert Matthews, Financial Planner Sean O’Brien and client Administrators Fiona Gregson and Gina Smith. Head of Client Relations & Business Development (SW & Wales) Brinley Knoyle is based in Cardiff and is responsible for looking after our clients and professional intermediaries throughout Wales and the wider region.

Our Poole team has 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.