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Established in 2008, our Henley-on-Thames office began life as Harpsden Wealth Management before being acquired by WH Ireland in 2020. We are dedicated to helping private clients and trustees to build, manage and protect their wealth throughout the generations.
We believe that the disciplines of financial planning and investment management are both interlinked and equally important to helping our clients meet their long-term goals. Our aim is to provide our clients with an industry-leading proposition, combining the personalised and proactive service of a traditional investment boutique with institutional fund management capability and progressive financial planning.
We seek to build long-term, mutually beneficial working relationships with our clients and are committed to delivering an outstanding service that is both competitive and transparent.
Roland has over 35 years’ experience in the financial services industry which he joined straight from university.
He has been an independent financial adviser for over 30 years with a specialism in pensions and retirement planning. He strongly believes pensions should be seen in the context of holistic financial planning and not in isolation. Roland has advised many leading professionals, business owners and individual investors on pensions and retirement planning and has been widely quoted in the national press on pensions issues.
Steve has over 35 years’ experience in the financial services industry with more than 25 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 2015 Keith Johnston & Partners Ltd was sold to Harpsden Wealth Management Ltd which was subsequently acquired by WH Ireland in 2020.
In 2005, Steve was in the first ever group of individuals to be awarded Chartered Financial Planner status and he remains a committed advocate of raising professional standards throughout the industry. Steve enjoys all aspects of financial planning particularly building long term relationships with his clients and helping them and their families meet all their financial objectives by utilising his experience and expertise.
Gerald has over 30 years’ experience of working in the personal financial planning sector. He brings a wealth of knowledge and experience to WH Ireland, 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.
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