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 an Investment Manager and Head of the Poole office. Originally, from South Yorkshire, Craig began his career with Charles Stanley in London over 20 years ago, before relocating to Dorset in 2010. Craig and the team in Poole manage discretionary funds on behalf of a number of high net worth individuals, families, trusts, and charities across the UK and overseas, together with private client discretionary portfolios on behalf of professional intermediaries. He lives with his young family in Poole and is active in a wide range of local community organisations.
A Chartered Wealth Manager and Member of the Chartered Institute for Securities & Investment, Robert has been with WH Ireland since the foundation of the Poole Office in 2012. Robert sits on both the stock selection, collectives and asset allocation committees within WH Ireland and is responsible for stock and fund research for the Poole Office. Robert manages both Discretionary and Advisory portfolios for individuals, Charities, SIPPs and Trusts. Outside of work, when not kept busy by his two young daughters, 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.
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 and joined WH Ireland in 2002 where he manages portfolios for Individuals, Trustees, Pension Funds and Charities. Brinley is a Fellow of the Chartered Institute for Securities and Investment (FCSI).
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.