Our People – WHIreland

Our people

Our expert team of investment managers have an in-depth experience of the financial markets combined with a strong focus on providing a friendly, straightforward and client focused service.

We are happy to meet with you at one of our regional offices, or at a location that suits you.

View more of our people across all of our office locations here.

Stephen Ford – Head of Wealth Management

Stephen is an experienced executive director and leader in the wealth and investment management sector with a proven track record of implementing strategic change and generating shareholder value. Between 2000 and 2016 he worked at Brewin Dolphin, becoming Head of Wealth & Investment Management in 2013. In 2016, Stephen joined City Asset Management as Head of Sales. Stephen is G60 pensions transfer accredited, has the Advanced Financial Planning qualification from the CII, and is a Chartered Wealth Manager and a CAIA® Charterholder.

Stephen joined WHIreland as Head of Wealth Management in 2019.

+44 (0)20 7398 1103
stephen.ford@whirelandwm.com
https://www.linkedin.com/in/stephenford1/

 

Craig Allison – Investment Manager and Head of Office, Poole Office

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 nearly 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.

+44 (0)1202 974083
craig.allison@whirelandwm.com  
https://www.linkedin.com/in/craig-allison-38072096/ 

 

Mark Burtenshaw – Investment Manager and Head of Office, London Office

Mark has over 15 years wealth management experience within the Private Banking /Wealth Management industry. Prior to joining WHIreland Mark managed close to $1bn in clients assets under management at American Express Private Bank and Morgan Stanley Private Wealth Management across a range of institutional and private client mandates, with a core focus of providing bespoke discretionary portfolio management services, advisory dealing and execution only brokerage. Mark is a Psychology and American History graduate from the University of Sunderland and is a member of the Chartered Institute for Securities and Investments (CISI).

+44 (0)20 7220 1647
mark.burtenshaw@whirelandwm.com  
https://www.linkedin.com/in/mark-burtenshaw-66837137/

 

David Bushe – Head of Investments, International, Isle of Man

David’s career in financial services has taken him from private banking through portfolio management to institutional asset management – and from the Isle of Man to Jersey, South Africa, Barbados and back again.

A Chartered Fellow of the Chartered Institute for Securities and Investment, and a Chartered Wealth Manager, David is responsible for the management of WHIreland International Wealth’s institutional and private client assets. He is also a key member of the Group’s Asset Allocation Committee.

+44 (0)1624 602026
david.bushe@whirelandinternational.com
https://www.linkedin.com/in/dbushe/

 

Brinley Knoyle – Associate Director, Investment Manager and Head of Office, Cardiff Office

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.

+44 (0)2920 720701
brinley.knoyle@whirelandwm.com 
https://www.linkedin.com/in/brinley-knoyle-0982602a/

 

Robert Merrifield – Head of Research, London Office

Robert joined WHIreland in 2019 as Head of Research for the Wealth Management division. During his career as an investment manager Robert managed the Majedie investment trust and Hansard Global’s UK and global equity funds, later moving into wealth management as Head of Research and deputy Chief Investment Officer of Quilters. He subsequently led Legal & General’s collective fund research and governance team before working as an investment consultant and investment writer, counting the Investors Chronicle as one of his clients. Robert is an MBA, Chartered Fellow of the Chartered Institute for Securities & Investment and a former Army officer.

+44 (0)20 7220 0483
robert.merrifield@whirelandplc.com

 

Christy Morrison – Head of Wealth Planning, London Office

Christy joined WHIreland in 2009, and has over 13 years’ experience in financial services industry. Christy leads the Financial Planning team, which consists of wealth planners and paraplanners, and are based in various locations throughout the UK.
Christy takes the compliance standards and ethical responsibilities of her team very seriously to ensure wealth planning at WHIreland is providing the highest quality advice and ongoing service to their clients. The wealth planning team specialise in retirement, estate and tax efficient planning for individuals and their families.
+44 (0)20 7220 1678
christy.morrison@whirelandwm.com
https://www.linkedin.com/in/christy-morrison-2a12753b/

 

Robert Race – Head of Wealth Management, Manchester Office

Robert is a Chartered Fellow of the Chartered Institute for Securities and Investment, and a Chartered Wealth Manager.  He joined WH Ireland Limited in 2014 as Head of Wealth Management at the Manchester office.

Robert has over 30 years’ experience advising a number of high net worth individuals and families, trusts and charities across the UK. As well as being Chairman of the North West Regional Advisory Group of the London Stock Exchange, Robert chairs the Board of Trustees of the Wood Street Mission, the Manchester children’s charity. He has previously chaired Pro Manchester, the corporate membership organisation representing the financial and professional service community in and around Greater Manchester.

+44 (0)161 819 8799
robert.race@whirelandwm.com
https://www.linkedin.com/in/mrrobertrace/

 

Paul Wilson – Investment Manager and Head of Office, Milton Keynes Office

Paul is a Chartered Fellow of the Chartered Institute for Securities and Investments, and holds the Securities and Investments Institute Diploma. He joined WH Ireland Limited in 2014 as Investment Manager, heading up the Milton Keynes office and is responsible for discretionary investment portfolios for private clients.

After graduating from Warwick University in 1993 with a degree in Computer Science, Paul spent five years with Oracle Corporation as a Computer Technician, and eventually became Account Manager in the Telecommunications and Media sectors.

In 1999, a change in direction lead Paul to become a Private Client stockbroker, joining Charles Stanley & Co., where he remained until 2014, taking over as manager of the branch in 2012.

+44 (0)1908 774 252
paul.wilson@whirelandwm.com
https://www.linkedin.com/in/paul-wilson-824860108/

 

Learn more

To find out more call us on 0800 877 8866