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0117 945 3420
Nick is head of the Bristol office of WHIreland , specialists in financial planning , wealth management and corporate & institutional broking . The team work across the South West and have a significant client base including private individuals , trusts and charities .
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How is 2018 treating you ? It ’ s been a fantastic year so far . We ’ ve seen exceptional growth and investment . This summer our team has grown from seven to nine-strong and our office on 4 Colston Avenue ( opposite Bristol Hippodrome ) had been completely revamped . This is down to organic growth following a busy year of transactions . We anticipate further announcements over the coming months as we continue to recruit talented individuals to meet the demand for our offering
What deals have you been working on ?
On our corporate & institutional broking side , our most high profile recent deals include a £ 1.3m placing and open offer for mobile computing solutions firm Touchstar plc , and the completion of a partial offer for waterfront and destination creation specialist Sutton Harbour plc . Another crucial deal for us was the completion of a £ 4m placing for Malvern International plc , a global learning and skills development business .
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What has driven your recent successes ?
Our team has an exceptional skillset with specialisms in a variety of sectors including engineering , software and energy . We also offer a highly personal and bespoke service , not a one-size-fits-all proposition and take our time to get to know our clients , their needs and what path is best for them . Our location in central Bristol is a great place to be and makes us really accessible . We ’ re a short walk from Temple Meads train station and have easy access to the M4 corridor to assist clients in Bath , Swindon and the more rural areas of both Somerset and Wiltshire .
In terms of wealth management , who is your typical client ?
The average portfolio size of our client base is £ 350,000 and the majority of our clients ’ investments range from £ 250,000 - £ 500,000 . Although we can offer model portfolios , our holistic wealth management bespoke service which includes
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bespoke discretionary portfolio management is our primary focus .
What ’ s next for WHIreland in Bristol ?
To build on our existing relationships with other professional services firms such as IFAs , law firms and accountants . We already have strong relationships throughout the South West region , but we ’ re always keen to develop and meet new contacts . Please get in touch if you fancy a coffee .
Get in touch with the Bristol office of WHIreland by emailing : bristoloffice @ whirelandwm . com
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“ A crucial deal for us was the completion of a £ 4m placing for Malvern International plc ” |