The Leeds office can trace its heritage back to 1903 with the formation of Wise Speke. The Investment Management office became part of Brewin Dolphin Group in 1998 following the acquisition of Wise Speke. A further acquisition of local broker Broadbridge was completed in 2000, which was closely followed by a new team joining in 2001. Subsequent teams joined in 2008, 2009 and 2011. The team has now further expanded with members of staff from the Bradford office who merged with us in January 2013.
We now have over 40 members of staff in the investment management division responsible for the management of some £1 billion* of client monies. We have been working with individuals, families and businesses across Yorkshire and the UK providing successful investment solutions for generations. Our portfolio management services cover private clients, ISAs, charities, trusts, pension funds, and SIPPs, and we have executives with specialist knowledge in all of these areas.
The Leeds office is also one of Brewin Dolphin’s charity management centres of excellence. The team, headed up by Michael Craven, has a long track record and considerable expertise in investing on behalf of charities.
Our teams of financial planners offer an integrated service, designed to take a holistic view of your financial circumstances. As well as offering a full strategic financial planning package, we can also work on specific projects such as estate planning, school fee planning, pensions and tax efficient strategies.
(*figures correct as of 1 July 2011).