Phillip joined Seymour Pierce, the corporate and institutional broker and wealth manager, in 2010 and was appointed its Chief Executive Officer in 2011. Between 2012 and 2016 he was Chief Executive Officer of Panmure Gordon & Co. Prior to joining WH Ireland in August 2018, Phillip was Head of Fixed Income (Europe) at Cantor Fitzgerald Europe.

Simon was Finance Director of Saunderson House Limited from January 2019 until March 2021, prior to its acquisition by Rathbone Brothers Plc, having previously been Group Finance Director of Brooks Macdonald Group plc from November 2000 to April 2018. In both roles he helped implement both organic and inorganic growth strategies whilst building finance capabilities that are essential to meet the increasing requirements of a growing, regulated business in public markets. Simon’s time at Brooks Macdonald included its admission to trading on AIM in 2005; between 2005 and 2017, Brooks Macdonald grew its funds under management from £371m to £11.7bn. Simon qualified as a chartered accountant with Macintyre Hudson, and spent 10 years with Rutland Trust plc, in a variety of senior finance roles, prior to joining Brooks Macdonald.

Robert is a Chartered Fellow of the Chartered Institute for Securities and Investment and holds the ASIP qualification with the CFA Society United Kingdom. He joined WH Ireland Limited in 2014.

Robert has over 30 years’ experience advising a number of high net worth individuals and families, trusts and charities across the UK. He chairs the North West Regional Advisory Group of the London Stock Exchange and the Board of Trustees of Wood Street Mission, the Manchester children’s charity founded in 1869 and is a Governor at Manchester Grammar School. He is a past chairman of Pro Manchester, the corporate membership organisation representing the financial and professional service community in and around Greater Manchester.

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.

Having graduated from the University of York with a degree in Economics and Economic & Social History, Phil began his career in the wealth management industry in London in 1999. Phil has achieved both Chartered Financial Planner and Chartered Wealth Manager status – qualifications regarded as the ‘gold standard’ of excellence and integrity for the wealth management industry.

Phil is a highly experienced and natural relationship builder and joined WHIreland in 2016 having previously worked at Barclays Wealth Investment Management and Coutts (in Manchester) where he provided specialist advice to high net worth individuals and families. Phil’s focus is to provide tailored financial planning solutions to clients with a particular focus on investment, retirement, and estate planning strategies within tax-efficient structures.

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).

As a part qualified accountant, James switched to Private Client Investment Management over 30 years ago, with a spell in the middle specializing in small caps. He keeps active, continuing to sail and play hockey now that his three daughters have flown the nest.

Kevin began his career in South Africa after the completion of his undergraduate and postgraduate finance degrees, where he spent a few years at a major bank. He then relocated to the UK where he worked for over 15 years at Ruffer LLP, the most of which as an Investment Manager and latterly as an Investment Director. He has a passion for providing the highest level of service to clients as well as a strong interest in financial markets and portfolio management, having gained vast experience in this respect during his career. Kevin is part of the Wealth Management Team at WH Ireland, and is based in the London office. He is responsible for the management of discretionary investment portfolios for Private Clients, SIPPs, Trusts and Charities.

Kevin is Member of the Chartered Institute for Securities and Investment (UK) and joined WH Ireland in 2023.

Tom joined WH Ireland as a Graduate Trainee in Wealth Management in 2022; he holds the level 4 qualification in Investment Management and is now a working towards his CFA qualifications.

After attending Oundle School in Peterborough, Tom studied at the University of Newcastle, attaining a 2.1 Ba (Hons) in History specialising in Modern History.

Tom has previous experience working with Investment Managers at Charles Stanley which helped develop his understanding of the industry. Prior to that, he has worked as a labourer in construction and within the Hospitality sector.

Tom is a keen fan of Northampton Saints rugby team and enjoys playing sport in his free time.

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.

Ollie joined WH Ireland as a Research & Operations Analyst in December 2022. Prior to this, he worked as an administrator in wealth management and participated in WH Ireland’s acquisition of Harpsden Wealth Management. Ollie graduated from the University of Sheffield in 2019, with a BSc in Biology and has since passed all three levels of the CFA.

With over two years of financial audit experience after graduating from Newcastle University in 2020, Carrie joined WH Ireland as a research analyst in the Research Department. In this role, she supports research in global asset markets and contributes to the processes of Asset Allocation and investment vehicle selection. Currently, she is a CFA Level 3 candidate.

Tom has spent over 20 years in the financial services industry, starting his career at private client stockbroker Carr Sheppards Crosthwaite.

In 2004, he moved to Walker Crips Investment Management where he qualified as an Investment Manager. Tom joined the dealing desk at WH Ireland in 2012, subsequently progressing to Head of Dealing for the Wealth Management division in 2018. Tom now leads the new Trading Desk at WH Ireland, providing a dedicated Execution Only Service to our private clients. Tom is a Member of the Chartered Institute for Securities and Investment.

Tim started his career in stockbroking in 1993 as a Graduate Trainee with Fidelity Brokerage.

He has worked on dealing desks in both broking and market-making for BZW, Credit Suisse First Boston, DLJ, IMIWeb, Comdirect and Redmayne Bentley.

Tim joined WH Ireland in 2003 and worked for the company for 19 years, re-joining in November 2024.

Richard joined WH Ireland in 2021, having previously held SMF 16 and SMF17 roles at an FCA regulated firm. As Chief Risk and Compliance Officer, Richard is responsible for WH Ireland’s compliance with the UK regulatory system, including financial crime and money laundering risks, as well as safeguarding the independence and oversight of the performance of both the Operational Risk and Compliance functions.

Neil has worked within Wealth Management since 2011, specifically within Investment Operations. He has worked with a number of custodial platform providers over this period, in particular SEI. Neil has been with the firm since 2021

Dan has over 15 year experience in Wealth Management Operations and currently overseas WH Ireland’s Change Management function along with his responsibilities for Operational Oversight.

Dave joined WH Ireland in 2017, having worked within Financial Services Operations since 2010 in a variety of roles. Having worked with SEI at a previous firm, his background helped after the WHI migration to SEI. Dave now oversees the Accounts Lifecycle Team within Middle Office.

Emily has worked at WH Ireland since 2011 initially working within Settlements. She worked within this team for a number of years before moving to the Cash Transactions and Trades team within operations which she now oversees.

Becky joined WH Ireland in Novemeber 2024 with a background in IT, Estate Agency and Broadcasting. She has over 14 years of experience of working in Real Estate as the Chief Client Director of a Chartered Surveyors and over six years of live Television Presenting. In her spare time, Becky is a qualified masseuse, keen archer and is a mentor for a prison charity.

Peter joined WH Ireland in 2018, initially working with the Middle Office before joining the Manchester Wealth Management Team in 2020. Peter has over 25 years of experience working in the Wealth Management/Stockbroking sector having started his career in 1999 with Smith & Williamson in London. He worked with them for over 18 years before relocating to the North West. He is an Associate of the Chartered Institute of Securities and Investments.

Lynne has worked for WH Ireland for 19 years. She first joined the Corporate Action team in September 2005 before moving to the valuation reporting and transfer department, and joined the Investment Management team in November 2014.

Prior to WH Ireland, at age 18 Lynne began working at Brown Shipley (formerly Henry Cooke Lumsden) in the valuation and record keeping department, processing valuation, probates and capital gains tax history’s and working closely with the investment managers on an administrative role. She worked there for 28 years.

Lynne enjoys walking and reading in her spare time.

Meghan joined WH Ireland in April 2023. She has her BBA in Marketing and Women’s and Gender Studies from UW-Milwaukee and her MA in Sociology and Mass Media Communications from Goldsmiths, University of London.

Robyn joined WH Ireland in 2014 and is currently an Assistant Investment Manager. She holds a CISI Level 4 Diploma in Investment Advice. Robyn studied Actuarial Science and Mathematics at the University of Manchester.