Wealth Manager
Current
Nov 2021 - Present
AeroLeads people directory · profile
Mike Winstanley Email & Phone Number
Director - Wealth Management | Chartered Financial Planner
at
Bentley Reid
1 work email found
@tidewayinvestment.co.uk
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Director - Wealth Management | Chartered Financial Planner
Location
London, England, United Kingdom
Company size
Who is Mike Winstanley? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Mike Winstanley is listed as Director - Wealth Management | Chartered Financial Planner at Bentley Reid, a company with 19 employees, based in London, England, United Kingdom. AeroLeads shows a work email signal at tidewayinvestment.co.uk and a matched LinkedIn profile for Mike Winstanley.
Mike Winstanley previously worked as Wealth Manager at Bentley Reid and Wealth Manager at Tideway Investment Partners Llp. Mike Winstanley holds Advanced Diploma In Regulated Financial Planning, Financial Planning And Services from Chartered Insurance Institute.
Company email context
Email format at Bentley Reid
This section adds company-level context without repeating Mike Winstanley's masked contact details.
{first_initial}{last}@tidewayinvestment.co.uk
76% confidence
AeroLeads found 1 current-domain work email signal for Mike Winstanley. Compare company email patterns before reaching out.
Profile bio
About Mike Winstanley
Chartered Financial Planner / Estate Planning / Pension Lifetime Allowance SpecialistWith over 10 years of experience of working in the banking and finance services industries, I advise clients to create tax efficient solutions tailored to their specific needs.I work for a boutique wealth and investment management company, Bentley Reid, and have completed the Advanced Diploma in Regulated Financial Planning and hold the Master of Business Administration (MBA). Colleagues know me as an analytical, motivated and approachable person. I believe that the needs of clients should always take priority and their best interests are at the heart of my recommendations.
Listed skills include Financial Analysis, Banking, Microsoft Office, Finance, and 10 others.
Current workplace
Mike Winstanley's current company
Company context helps verify the profile and gives searchers a useful next step.
Bentley Reid
7 roles
Mike Winstanley work experience
A career timeline built from the work history available for this profile.
Wealth Manager
Providing holistic and unbiased financial advice on pensions, investments and tax planning for individuals and businesses.
Jul 2017 - Nov 2021
Financial Consultant
Specialising in both Occupation and Money Purchase pensions, taking into consideration clients' needs, goals, capacity for loss and attitude to risk.
Jul 2017 - Nov 2021
Assistant Portfolio Manager
Ae Financial Services Ltd
Analyse client portfolios in order to make recommendations to advisers, monitor fund performance and the macroeconomic climate.
Jan 2014 - May 2016
Customer Service Assistant
Process transactions, attend to customer queries, safeguard customers money by following risk procedures, work to various sales and customer service targets.
Sep 2012 - Jan 2014
Sep 2009 - Jul 2013
Bar Manager
Barfly Group
Night management of between 5-10 staff for busy clubnights
Oct 2007 - Mar 2009
Team & coworkers
Colleagues at Bentley Reid
Other employees you can reach at bentleyreid.com. View company contacts for 19 employees →
EL
Erin Loveday
Colleague at Bentley ReidKent, England, United Kingdom, United Kingdom
View →
JC
Jack Chin
Colleague at Bentley ReidHong Kong SAR, Hong Kong
View →
PC
Peter Clark
Colleague at Bentley ReidUnited Kingdom, United Kingdom
View →
AT
Amy Truong
Colleague at Bentley ReidLondon, England, United Kingdom, United Kingdom
View →
M(
Michelle (Mikey) Clarke
Colleague at Bentley ReidLondon, England, United Kingdom, United Kingdom
View →
HT
Henry Taylor
Colleague at Bentley ReidUnited Kingdom, United Kingdom
View →
RB
Rupert Bentley
Colleague at Bentley ReidLondon, England, United Kingdom, United Kingdom
View →
EN
Elisa Ng
Colleague at Bentley ReidHong Kong, Hong Kong SAR, Hong Kong
View →
AW
Anna Warren
Colleague at Bentley ReidHong Kong SAR, Hong Kong
View →
GH
George Holmes
Colleague at Bentley ReidGreater London, England, United Kingdom, United Kingdom
View →
Erin Loveday
Colleague at Bentley ReidKent, England, United Kingdom, United Kingdom
View →
JC
Jack Chin
Colleague at Bentley ReidHong Kong SAR, Hong Kong
View →
PC
Peter Clark
Colleague at Bentley ReidUnited Kingdom, United Kingdom
View →
AT
Amy Truong
Colleague at Bentley ReidLondon, England, United Kingdom, United Kingdom
View →
M(
Michelle (Mikey) Clarke
Colleague at Bentley ReidLondon, England, United Kingdom, United Kingdom
View →
HT
Henry Taylor
Colleague at Bentley ReidUnited Kingdom, United Kingdom
View →
RB
Rupert Bentley
Colleague at Bentley ReidLondon, England, United Kingdom, United Kingdom
View →
EN
Elisa Ng
Colleague at Bentley ReidHong Kong, Hong Kong SAR, Hong Kong
View →
AW
Anna Warren
Colleague at Bentley ReidHong Kong SAR, Hong Kong
View →
GH
George Holmes
Colleague at Bentley ReidGreater London, England, United Kingdom, United Kingdom
View →
3 education records
Mike Winstanley education
Advanced Diploma In Regulated Financial Planning, Financial Planning And Services
Master Of Business Administration (Mba), Business Administration And Management, General, 1St
Bachelor’S Degree, Business And Finance, 2:1
FAQ
Frequently asked questions about Mike Winstanley
Quick answers generated from the profile data available on this page.
What company does Mike Winstanley work for?
Mike Winstanley works for Bentley Reid.
What is Mike Winstanley's role at Bentley Reid?
Mike Winstanley is listed as Director - Wealth Management | Chartered Financial Planner at Bentley Reid.
What is Mike Winstanley's email address?
AeroLeads has found 1 work email signal at @tidewayinvestment.co.uk for Mike Winstanley at Bentley Reid.
Where is Mike Winstanley based?
Mike Winstanley is based in London, England, United Kingdom while working with Bentley Reid.
What companies has Mike Winstanley worked for?
Mike Winstanley has worked for Bentley Reid, Tideway Investment Partners Llp, Ae Financial Services Ltd, Lloyds Bank, and New Forest District Council.
Who are Mike Winstanley's colleagues at Bentley Reid?
Mike Winstanley's colleagues at Bentley Reid include Erin Loveday, Jack Chin, Peter Clark, Amy Truong, and Michelle (Mikey) Clarke.
How can I contact Mike Winstanley?
You can use AeroLeads to view verified contact signals for Mike Winstanley at Bentley Reid, including work email, phone, and LinkedIn data when available.
What schools did Mike Winstanley attend?
Mike Winstanley holds Advanced Diploma In Regulated Financial Planning, Financial Planning And Services from Chartered Insurance Institute.
What skills is Mike Winstanley known for?
Mike Winstanley is listed with skills including Financial Analysis, Banking, Microsoft Office, Finance, Powerpoint, Teamwork, Microsoft Word, and Valuation.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Mike Winstanley you were looking for.
View similar profiles
