Fundraising Fox

Mike Winstanley

Investor

Director - Wealth Management at Bentley Reid

London, England, United Kingdom

About

Mike Winstanley is a Wealth Manager at Bentley Reid, a boutique wealth and investment management company, and holds the Chartered Financial Planner designation along with an MBA. With over 10 years of experience in banking and financial services, he specializes in estate planning, pension lifetime allowance matters, and tax-efficient financial solutions. He has completed the Advanced Diploma in Regulated Financial Planning.

Experience

  1. Bentley ReidWealth Managercurrent2021 — presentLondon, England, United Kingdom
  2. Tideway Investment Partners LLPWealth Manager2017 — 2021London, United Kingdom
  3. Tideway Investment Partners LLPFinancial Consultant2017 — 2021London, United Kingdom
  4. Ae Financial Services LtdAssistant Portfolio Manager2014 — 2016
  5. Lloyds BankCustomer Service Assistant2012 — 2014
  6. New Forest District CouncilSwimming Instructor2009 — 2013
  7. Barfly GroupBar Manager2007 — 2009

Education

  1. Chartered Insurance InstituteAdvanced Diploma in Regulated Financial Planning, Financial Planning and Services2016 — 2019
  2. Solent UniversityMaster of Business Administration (MBA), Business Administration and Management2012 — 2013
  3. Solent UniversityBachelor’s Degree, Business and finance2009 — 2013

Skills & more

Financial Analysis14Banking14Microsoft Office4Finance14PowerPointTeamwork3Microsoft Word3ValuationAccounting1Financial ServicesFinancial PlanningFinancial Advisory
+2 morePersonal Financial PlanningInvestments

Languages English

From Mike's professional profile.

Colleagues at Bentley Reid

Ada Cheng
Chief Financial Officer at Bentley Reid
Amy Truong
Associate Director at Bentley Reid
Ann Marie Griscti
Trust Executive at Bentley Reid
Anna Warren
Tax Director at Bentley Reid
Annabel Said
Director - Compliance Officer (Bentley Trust) at Bentley Reid
Ava Glenn
Wealth Management Executive at Bentley Reid
Charlene Micallef
Chief Financial Officer (Bentley Trust) at Bentley Reid
Colin Hamilton
Application Support Manager at Bentley Reid

Frequently asked questions

Where does Mike Winstanley work?
Mike Winstanley is Director - Wealth Management at Bentley Reid.

Same school

Also attended Chartered Insurance Institute8

Megan MontagueFinance Operations Manager at Eos Venture Partners LimitedNick DaviesOperating Partner at Agman PartnersMark KaletaHead of Compliance at OakglenMatt FinchDirector - Wealth Management at Bentley ReidAjit K MenonChief Operating Officer at Vivriti CapitalEdward KeelanB2B Software at Octopus Ventures

+ 2 more

Also attended Solent University4

Nicolas BorieInvestor at DaphniNader VasseghiVenture Partner at Candou VenturesNeha Kothari RanavatSr. Director, Brand Strategy at Brand Capital InternationalIvan RubinovAssociate at R136 Ventures

Shared employers

Also worked at Tideway Investment Partners LLP1

Tom HibbardPrincipal at Fuel Ventures

Also worked at Lloyds Bank12

Chris MorrisProcess Specialist, Exit Readiness at Mayfair Equity PartnersAndrew ShebbearePartner at Counteract OneMark KaletaHead of Compliance at OakglenManuel Ernesto De Luque MuntanerFounder & CEO at Block Asset ManagementSimon BlackbournInvestment Manager at The FSE GroupAmanda SheppardInvestment Manager at The FSE Group

+ 6 more