Find your path to Mike
189 people in our graph share verified history with Mike — schools, employers, funds. One of them is your warm intro.
Chris MorrisunlockedMike: together at Lloyds Bank (2012–2014)
×8Mike: together at Lloyds Bank
×2Mike: together at Solent University
Mike: together at Chartered Insurance Institute
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
- Bentley ReidWealth Managercurrent2021 — presentLondon, England, United Kingdom
- Tideway Investment Partners LLPWealth Manager2017 — 2021London, United Kingdom
- Tideway Investment Partners LLPFinancial Consultant2017 — 2021London, United Kingdom
- Ae Financial Services LtdAssistant Portfolio Manager2014 — 2016
- Lloyds BankCustomer Service Assistant2012 — 2014
- New Forest District CouncilSwimming Instructor2009 — 2013
- Barfly GroupBar Manager2007 — 2009
Skills & more
Financial Analysis14Banking14
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
- Who is Mike Winstanley?
- 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.
- Where does Mike Winstanley work?
- Mike Winstanley is Director - Wealth Management at Bentley Reid.
- Where did Mike Winstanley go to school?
- Mike Winstanley studied at Chartered Insurance Institute (Advanced Diploma in Regulated Financial Planning, Financial Planning and Services); Solent University (Master of Business Administration (MBA), Business Administration and Management, General).
Same school
Also attended Chartered Insurance Institute19
Megan MontagueFinance Operations Manager at Eos Venture Partners LimitedNick DaviesOperating Partner at Agman PartnersMark KaletaHead of Compliance at OakglenMatt FinchDirector - Wealth Management at Bentley ReidMark SimsManaging Director, Development Equity Funds at British Business InvestmentsA PimentaGeneral Manager at Oakcean Capital
+ 13 more
Also attended Solent University9
Nicolas BorieInvestor at DaphniAshton CarterSenior Advisor at Shield CapitalNader VasseghiVenture Partner at Candou VenturesRichard ParkinHead of Operations at Altum LuxembourgAbiodun AjanakuBoard Member at Co-Creation Hub (CcHUB)Neha Kothari RanavatSr. Director, Brand Strategy at Brand Capital International
+ 3 more
Shared employers
Also worked at Lloyds Bank28
Chris MorrisProcess Specialist, Exit Readiness at Mayfair Equity PartnersAndrew ShebbearePartner at Counteract OneRob BarberArea Manager at UKSEKieran O'NeillPrincipal at Tidal VenturesMark KaletaHead of Compliance at OakglenPaul EgertonCase Manager at Assetz Capital
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+ 22 more