Our expert team hold in-depth knowledge and experience of providing advice, combined with a strong focus on providing a friendly, straightforward, client-focused service.
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.
Mark has over 15 years of 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).
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 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.
Richard has worked in the Investment Management Industry since 1980. In the past 10 years, he has been in a managerial position at Brewin Dolphin, based in London. Richard joined WHIreland in April 2019 in order to pursue the rest of his career closer to home. He has wide experience in managing portfolios on behalf of private clients, Trusts, and Charities. He is a member of the Chartered Institute for Securities and Investment (MCSI).
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.
Ian has over 25 years’ fund management experience with globally renowned institutions.
He has been involved in global asset allocation since 1994 and in the four years to January 2008 was Head of Fund of Funds at Invesco Perpetual, where he was responsible for global asset allocation on over £1.8 billion of assets. Under his stewardship, the Invesco Perpetual World Growth and World Income Funds were both “AA” rated by independent ratings agency Standard & Poor’s. During both 2006 and 2007, Ian was voted one of the most consistent fund managers in the Investment Week/Standard & Poor’s Fund of Funds sector.
Ian left Invesco Perpetual in January 2008 to co-found Harpsden Wealth Management with Jeremy Arthur. In 2012 and 2013 Ian won a prestigious Gold Standard Award for Discretionary Portfolio Management.
Jeremy is a Chartered Financial Planner and a Fellow of the Personal Finance Society with over 30 years’ experience as an Independent Financial Adviser. He is passionate about building client relationships and providing a proactive ongoing service.
Jeremy has extensive experience of advising high net worth clients and trustees, encompassing financial planning, tax planning, investments, financial protection and estate planning. He works closely with his client’s legal and tax advisers to deliver cohesive and long term inter-generational planning.
Orlaith embarked on a career change when she joined Harpsden in 2015. Since joining the team she has held a number of roles including Administration, Paraplanning and currently Financial Planning.
Orlaith’s career encompasses extensive experience within Financial Services, IT and Property where she has worked at managerial level whilst gaining a wide set of skills from working with successful start-ups and SMEs.
With an Honours Business Degree from John Moores University and broad international experience, Orlaith’s goal is to ensure her clients enjoy an engaging, informative and insightful experience on their financial journey with Harpsden.
Matthew has worked in Financial Services since 1990, following his mother into the profession. He obtained a BA (Hons) Degree and Master’s Degree before becoming a Financial Planner in 2007. He has a keen interest in Behavioural Psychology in Finance and has studied this with Harvard University. Matthew has in the past been a Trustee for Help the Aged and Chairman of a Fine Art Society at the Barber Institute of Fine Arts, Birmingham. Having relocated to Cowbridge, he now enjoys exploring the area with his family.
Robert is an Independent Financial Planner with over 15 years’ experience in the financial services industry after graduating from Bournemouth University in 2002 with a degree in Financial Services. He holds both Chartered and Certified Financial Planner status – qualifications considered to represent the ultimate symbol of professionalism.
Robert has developed a strong technical knowledge with a particular focus on retirement and estate planning. He places emphasis on looking to build long-term relationships and delivering clear and concise solutions to help clients and their families achieve their financial ambitions.
Steve has over 30 years’ experience in the financial services industry with more than 20 years working as an Independent Financial Adviser (IFA). He initially worked with Lloyds Bank and Standard Life. In 1996 he joined his father’s IFA business, Keith Johnston & Partners Ltd, and over the years he helped build this into an extremely successful practice with a first-class reputation.
In 2005, Steve gained Chartered Financial Planner status and he is a longstanding and committed advocate of raising professional standards throughout the industry. This was further evidenced when Keith Johnston & Partners Ltd was awarded Corporate Chartered Financial Planner status in 2012.
Gerald has over 30 years’ experience of working in the personal financial planning sector. He brings a wealth of knowledge and experience to Harpsden, having held various roles including management, advisory and compliance functions within both small and large businesses.
Gerald has a firm belief that financial planning should be delivered with honesty and integrity and that first and foremost it is about helping individuals achieve their objectives. To do this he focuses on understanding his client’s needs, building long-term relationships enabling him to identify and help them achieve their short, medium and long-term financial objectives.
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.
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.
Julian has worked in the financial services industry for over 29 years. Prior to joining Harpsden he worked at Standard Life where he gained considerable experience in financial planning. Throughout his career Julian has helped financial services firms develop their client service propositions.
In 2007 Julian became a Chartered Financial Planner and shortly afterwards became a Fellow of The Personal Finance Society. Julian is a firm believer in helping clients manage their wealth by providing a quality and proactive service.
Kevin is a Chartered Fellow of the Chartered Institute for Securities and Investment and joined WHIreland in 1998.
He began his career at Montagu Loebl Stanley and has worked for a number of well-known investment firms including Charlton Seal Dimmock, Seymour Pierce Butterfield and Henry Cooke Lumsden.
Kevin manages investment portfolios for private clients on a discretionary and advisory basis and has over 40 years’ experience in the investment industry.
After graduating from the University of Gloucestershire in 2011 with a degree in Business Management, Steven trained in private client investment management specialising in discretionary, advisory and execution only services for private clients and trustees alike. Steven is an associate of the Chartered Institute for Securities and Investments (CISI).
Martin began his career in the city in 2000 at Napier Brown Holdings in the Treasury Department where he gained experience in different markets. In 2003 he moved into Investment Management with Insinger Townsley. He subsequently worked at Eden Financial and Canaccord Genuity Wealth Management before moving to WHIreland in June 2014. His experience covers equities, both domestic and international, fixed interest securities and derivatives including CFD’s and Spread Betting. Martin has acted on behalf of Institutions, High Net Worth Individuals, Trusts and Private Companies.
George has over 10 years’ experience in the investment industry beginning his investment career in 2006 where he worked for a number of boutique investment firms in the City of London. During this time, George gained a wide range of experience in portfolio management as well as investment dealing.
In 2012, George joined WHIreland as Investment Manager managing investment portfolios on a discretionary and advisory basis for high net worth private individuals, corporate clients and pension schemes.
George is a Chartered Member of the Chartered Institute of Securities and Investments.
Roland has more than 30 years’ experience in the financial services industry, which he entered immediately after graduating from university.
Roland has been an independent financial adviser for 25 years, with a specialism in pensions, and strongly believes that pensions should be seen as part of holistic financial planning and not in isolation. He has advised many leading professionals, business owners and individual investors on pensions and retirement planning and is widely quoted in the national press on pensions issues.
James has over 17 years experience within the Investment Management Industry. He attained a BSc in Business, Economics and Finance from Loughborough University in 2002. His career began in 2003 with Instinet Europe as a Pan European Equity Trader for Institutional Clients before joining GHW Group in 2006 as an Investment Manager dealing with High Net Worth and Private Clients. He joined WHIreland in 2012. James holds the Chartered Institute for Securities and Investments (CISI).
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,
Robert has been an Investment Manager since 2006, before migrating an established client base to WH Ireland 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.
Paul is an economics graduate from Manchester University with over 25 years’ investment management experience. He is ASIP and IMC qualified, a member of the CFA Society and a Chartered Fellow of the CISI.
Paul began his career at Newton as a research analyst before he moved to Friend’s Provident where he managed Life and Pension funds. He then moved to Dresdner where he managed a range of retail, charity and institutional funds. He was AA rated by S&P.
Paul was a director at Jupiter for 8 years. There he managed a number of portfolios including Jupiter Primadona, which was the best performing global growth trust during his tenure, and a special situations unit trust which invested in UK small and mid-cap companies. He joined WHIreland in 2011 where he specialises in managing AIM investment portfolios alongside a growing number of traditional Wealth Management portfolios. Paul is a member of our UK Stock selection, Asset Allocation and Portfolio Construction committees.
Matthew has worked within the investment sector since 2004, after graduating with a BA(Hons) in Financial Services. Initially, he worked in holistic financial planning and retail distribution before becoming an analyst and investment manager in 2010. He is a keen advocate of Socially Responsible Investment and thoroughly understands the complexities within this field. Matthew holds the Private Client Investment Advice and Management certificate, CFA certificate in Investment Management and is a member of the Chartered Institute for Securities and Investments (MCSI).