Mike Winstanley

Spear’s Review

Mike Winstanley is a wealth manager at Bentley Reid, working from 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 tells 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.