
Simon Beal
Senior Investment Director

Wealth Director
Mike provides wealth management to clients, combining retirement planning with portfolio management to help clients make informed, long-term decisions.
Mike joined Westminster Asset Management as Wealth Director in February 2023, bringing more than 15 years’ experience in the international banking sector managing client relationships across Europe and Asia. Prior to joining Westminster, he spent several years at a local financial advisory firm.
Mike specialises in pension management, investment and financial planning, working primarily with Jersey residents. His focus is on retirement planning and portfolio management for private clients, with an emphasis on clear communication throughout the relationship.
Mike’s interests include sport, spending time with family and cultural travel.