Mike Winstanley

Spear’s Review

Mike Winstanley is a wealth manager at Bentley Reid, part of the company’s wealth and relationship management hub in London.

Modern and forward-looking in his methods, Winstanley has in his relatively short time at the company made great strides in introducing technology into the decision-making process to complement its service-led approach.

While he has daily contact with his clients to get to know their wishes and requirements, the company maps out the future with software. Winstanley told Spear’s: ‘Essentially, we use historical data to intertwine with client plans, income and ad hoc expenses to create a timeline for them.’ The timeline, together with Winstanley’s personal knowledge of his clients, forms the basis of the wealth strategy.

Adviser Profile

At Bentley Reid, we approach wealth management differently. As an employee-owned business, our independence allows us to provide solutions that match each client’s specific needs and ambitions. 

From our offices in the UK, Hong Kong and Malta, we can deliver a wide range of options, from financial planning and tax advice to trusteeship and investment management. We offer a wealth management service which includes retirement and estate planning. Alongside this we have an in-house team of tax experts and extensive experience in handling multi-jurisdictional arrangements. This is all supported by our investment management team, through which we offer a broad range of strategies, ensuring clients have portfolios designed specifically for their needs. 

We purposefully limit the size of our client base, ensuring each dedicated Bentley Reid Director looks after only a handful of clients, allowing us to deliver a more personal, tailored service. Our secure portal provides 24/7 access for clients to view their arrangements. 

We seek to preserve and protect our clients’ wealth by providing a comprehensive strategy that considers the best solutions for each client, reflecting our understanding of their unique situation and goals. We also strive to provide peace of mind by using cash-flow modelling to forecast lifetime income and expenditures. This often helps to inform lifestyle choices and to shape views over succession planning and any philanthropic endeavours. 

We also have a dedicated Family Office service, which provides a diverse set of services to several ultra-high-net-worth families. The precise nature of the support varies from one family to the next, but typically involves designing and overseeing a strategy that helps sustain the family wealth across generations. 

The overall result from all of the above is a greater level of trust, and relationships that last across generations.